Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
514 64 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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514 Alibaba short sellers battered after stock soars to record high marketwatch.coJulius Wong-yesterday
513Alibaba Group Holding Limited had its price target raised by analysts at Royal BJakeStraw-last Friday
512I up my few shares a little on today's good news.Paul Senior-last Thursday
511 The favorite tech stock of hedge fund heavy hitters like David Tepper just hit Julius Wong-last Thursday
510Alibaba Group Holding Limited had its price target raised by analysts at Stifel JakeStraw-last Tuesday
509Wifi-equipped robots triple work efficiency at the warehouse of the world's Glenn Petersen-August 2
508On watch for clear above 152.25. [graphic]hollyhunter-July 16
507 Why You Should Look to China for the Future of Retail Chinese companies have bGlenn Petersen1July 14
506Alibaba’s reportedly preparing to launch an Amazon Echo clone for Chinese marketGlenn Petersen-July 2
505Starting in 2016, Alibaba’s Jack Ma advocated the concept of “New Retail”—in hisGlenn Petersen-July 1
504I up my few shares a bit now on today's tech sell-off.Paul Senior-June 29
503Alibaba to Invest $1 Billion in Lazada to Speed Asian Drive By Lulu Yilun Chen Glenn Petersen-June 28
502Deleted - DuplicateJakeStraw-June 27
501Alibaba Group Holding Limited is now covered by analysts at J P Morgan Chase &amJakeStraw-June 27
500...they would get out of their cars and complain to each other. then one guy woGlenn Petersen1June 22
499when we were over in china it seemed minor traffic fender benders were paid in cJohn Carragher-June 22
498Ant Financial is an affiliate of Alibaba. Unfortunately, it was spun out of AlibGlenn Petersen-June 21
497Jack Ma Woos Mom and Pop Shops in U.S. Jobs Push Detroit conference aims to fulGlenn Petersen-June 19
496At Alibaba's annual investor day, China's richest man outlined a vision Glenn Petersen-June 14
495h/t Sr K 10:14 am Yahoo! completes sale of its operating business to Verizon ( Glenn Petersen-June 13
494on 6:56 am Alibaba: At investor day guides FY18 revenue +45-49% -Sr K1June 8
493 Alibaba forecasts monster revenue growth seekingalpha.comKrigannie-June 8
492What Spat Between 2 of China’s Richest Men Means for Alibaba and SF Express By Glenn Petersen-June 5
491Why Alibaba's Founder Jack Ma Thinks You Will Eventually Only Work Four HourIntelim-May 28
490Alibaba to Lead $1 Billion Funding for Chinese Food Startup by Lulu Yilun Chen Glenn Petersen-May 25
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