Alibaba.com is an ecommerce firm, while Taobao.com is an online retail marketplace and Alipay is a third-party online payment platform.
"We believe that any monetization improvement attempts for Yahoo Japan can give some boost to Yahoo! Inc. However, in our view, the bigger upside is in Yahoo!'s 40% investment in the private assets of Alibaba Group i.e. Taobao Alipay," Caris analyst Sandeep Aggarwal wrote in a note to clients.
Aggarwal, who has a "buy' rating and
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