Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
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585 68 0 BABA
Emcee:  Glenn Petersen Type:  Moderated
Alibaba Group Holding Limited, China’s largest e-commerce company, is planning an initial public offering that could raise as much as $20 billion, which would make it the largest IPO in U.S. history. The IPO is expected to give the company a post-offering valuation somewhere in the vicinity of $200 billion.

The company has set the initial price range for its shares at $60 to $66 per share, valuing the company at approximately $155 billion. Alibaba’s road show is expected to begin on September 8. The pricing will be finalized on the evening of September 17 and the shares are currently scheduled to begin trading on the morning of September 18 under the stock symbol BABA.

The fast growing, hugely profitable Alibaba is not without controversy. Alibaba’s corporate governance structure is unorthodox and Jack Ma, the company’s CEO, has a reputation for making quick decisions and closing on investments and acquisitions without a lot of due diligence. Of course, the same could be said of Mark Zuckerberg. Moreover, some of Alibaba’s acquisitions have raised conflict of interest allegations against Mr. Ma. Also, it was recently disclosed that Alibaba’s IPO will result in a windfall for some of the relatives of China’s leaders. Transparency is one of my concerns.

Alibaba’s largest pre-offering shareholders are Softbank (34.3%) and Yahoo (22.5%). Jack Ma, the founder of Alibaba, owns 8.9% of the company. Yahoo is contractually committed to selling a bit less than 27% of its position in the IPO. The remainder of the shares will be locked up for one year.

This board has been created for the purpose of discussing Alibaba’s stock price, financial prospects, actual results, management decisions and the merits of its business model. It is neither a Bulls nor a Bears board and all opinions are welcome. Hopefully, we can avoid the “to the moon” and “Alibaba sucks” commentary.

The board is moderated and my expectation is that everyone will be civil to one another. Pretend that your mother is reading the board and that she knows your virtual handle. No name calling and please avoid engaging in political commentary unless it has a specific bearing on Alibaba.

SEC filings:

Alibaba website:

Revenue (millions)
Three months ending June 30, 2014: $2,542
Year ending March 31, 2014: $8,463

Net earnings (millions)

Three months ending June 30, 2014: $1,990
Year ending March 31, 2014: $3,720

Earnings per share (fully diluted)
Three months ending June 30, 2014: $.84
Year ending March 31, 2014: $1.61

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585Is there a big enough global audience interested in China to sustain the South CGlenn Petersen-Saturday
584Jack Ma Takes Alibaba On A New Path, For Better Or Worse forbes.comJakeStraw-May 9
583Alibaba expands South Asia footprint, snapping up Pakistani online retailer DaraJakeStraw-May 8
582The RSI is rising and in the bullish zone with the MACD also moving higher. [grAlejandroo Green-May 4
581Alibaba Group Announces March Quarter 2018 Results and Full Fiscal Year 2018 ResJakeStraw1May 4
580Bloomberg, LP Asia edition: Jack Ma's Free Spending Ways Are Spooking AlibSr K-May 3
579 10 Companies Owned by Alibaba investopedia.comJulius Wong-May 2
578 Alibaba +1.7% as Citron Research reveals bullish position Citron ResearJulius Wong-May 2
577Bullish crossover in MACD and Stochastic oscillator. [graphic]Alejandroo Green-May 1
576Alibaba pilots blockchain supply chain initiative down under Blackmores and FonGlenn Petersen-April 30
575Alibaba is bypassing Amazon in China Steve LeVine Axios April 25, 2018 [graphiGlenn Petersen-April 29
574Alibaba is bringing its smart assistant to cars from Daimler, Audi and Volvo tecJakeStraw-April 24
573Alibaba buys Chinese chipmaker to aid IoT biz, help drive local chip sector cnbcJakeStraw1April 20
572Alibaba to invest $320 million in Thailand, as rivals boost presence Patpicha TGlenn Petersen-April 20
571on OT Jack Ma’s Ant Financial to Raise $9 Billion, Become World’s BiggeSr K1April 10
570Fixated On Amazon? Focus On Alibaba And Instead Jon Bird , ConGlenn Petersen-April 8
569 Alibaba Group Holding Limited (EOD) [graphic] Alibaba Group Holding Limited (Julius Wong-March 31
568I personally think Alibaba and Tencent fight is good for consumers and bad for icountyboy-March 30
567Is Alibaba Losing To Tencent In China's Trillion-Dollar Payment War? forbes.JakeStraw-March 29
566he RSI is rising and in the bullish zone with the MACD also moving higher. WouldAlejandroo Green-March 16
565Alibaba Listing In China Would Fuel New Opportunities For Investors investors.coJakeStraw1March 15
564Alibaba price target raised to $240 from $220 at Raymond James thefly.comJulius Wong-March 9
563Alibaba To Buy Stakes Of Baidu, Others In Food Delivery Service investors.comJakeStraw1February 26
562The RSI is strong in the bullish zone and the MACD is trying to cross back up. LAlejandroo Green-February 23
561Alibaba to take $486 mln stake in China retail data firm Reuters Staff FebruaryGlenn Petersen1February 11
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