Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
463 61 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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463I'm inclining to support SS team here with target price $94 n tight stop at more100-Tuesday
462Mattel (MAT) will market and sell its toys through Alibaba's (BABA) Tmall.coJakeStraw-February 14
461Though market gives us a bullish resurgence hint it looks still $100 is likely bmore100-February 14
460Yesterday's price action caged me in a small box and probably will prove me more100-February 9
459Recent price action is not helping that much the bulls that keep defending $100 more100-February 8
458Alibaba Affiliate Ant Financial Buys MoneyGram For $880 Million blogs.barrons.coJakeStraw-January 26
457Alibaba posts 54 percent rise in third-quarter revenue, raises 2017 guidance finJakeStraw2January 24
456May I ask what chart are you looking at? Clearly price held above 95 since yestlml-January 11
455Though the PR helped it a lot today, the price failed to hold above $95 which ismore100-January 10
454 Alibaba promises Trump 1 million jobs, but don’t believe it marketwatch.comJulius Wong-January 9
453This seems to put behind $85 worry line but not out of the woods yet. Holding abmore100-January 5
452Alibaba CEO Fights Back Against Claims Of Counterfeit Goods investors.comJakeStraw-12/22/2016
451This got a temporary pass but selling could resume and $85 is within reach but tmore100-12/6/2016
450Fwiw (not much), I'm in for a few more shares at current price.Paul Senior-12/6/2016
449Weakness was there last few sessions if not weeks, and now expect some more sellmore100-12/5/2016
448Wednesday noted that BDCC is not a joke. Closed at 38.2% zone and buyers may shomore100-12/2/2016
447Alibaba Breaks all the records in 2017 Because its strategy is very good for marPuru rama-11/24/2016
446 Alibaba Cloud stretches global reach with four new facilities yahoo.comJulius Wong-11/21/2016
445since it is mentioned that ant financial takes no cut from the transactions madeJames Donovan-11/21/2016
444I'm not single, and I'm not Chinese, and I'm in the USA. But I partPaul Senior-11/11/2016
443 Alibaba Tops Singles’ Day Record as Chinese Consumers Rally bloomberg.comJulius Wong-11/11/2016
442Sellers still remain at the helm but soon a buying opportunity will surface [grmore100-11/10/2016
441Alibaba and Battle to Capture Rural China's Spending Power Billions aJulius Wong-11/7/2016
440Alibaba's Price Target Boosted at Oppenheimer investopedia.comJakeStraw-11/4/2016
439China -- Tune Out the Noise and Buy This Stock thestreet.comJakeStraw-11/3/2016
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