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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
689 72 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: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001577552&owner=exclude&count=40&hidefilings=0

Alibaba website:
http://www.alibaba.com/

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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ReplyMessage PreviewFromRecsPosted
689Speak softly, make tough decisions: An interview with Alibaba Group chairman andJulius Wong-September 22
688Alibaba’s New Chairman Says He Has to Reinvent Retail Before Someone Else Does Glenn Petersen1September 10
687Five things to know about Alibaba as Jack Ma hands over the reins Chinese tech Julius Wong-September 9
686Elon Musk and Jack Ma disagree about AI's threat bbc.comJulius Wong-September 1
685A new niche for Alibaba: Alibaba, Tencent, Five Others To Receive First ChinGlenn Petersen-August 28
684i think it was goldman that dumped all china stock investments. just on CNBC..John Carragher-August 21
683Exclusive: Alibaba postpones up to $15 billion Hong Kong listing amid protests: Glenn Petersen-August 21
682OT Alibaba co-founder Tsai will buy full control of NBA Nets sports.yahoo.comGlenn Petersen-August 16
681Alibaba results beat estimates on cloud, e-commerce growth reuters.comGlenn Petersen-August 15
680China's Alibaba Unveils World's Most Powerful RISC-V Processor Xuantie 9Julius Wong-August 3
679stock split approved by shareholders cnbc.comJohn Carragher1July 23
678Alibaba Is Opening Up to U.S. Merchants for the First Time By Lulu Yilun Chen Glenn Petersen1July 23
677REPORT: Ant Financial and Tencent are rapidly growing their financial services eJulius Wong1June 30
676Their way, words the shares outstanding to be 8:1, even though the share price aSr K-June 18
675Ahhh...JakeStraw-June 18
674It is, but that's how the HK release words it.Sr K-June 18
673Alibaba announced an 8:1 split I believe it's 1-8...JakeStraw-June 18
672Alibaba announced an 8:1 split, in preparation for a second IPO in HK. techcrunSr K-June 18
671Alibaba files for HK listing that may raise $20 billion as soon as third quarterJulius Wong1June 13
670Alibaba Weighs Raising $20 Billion Through A Second Listing By Crystal Tse, VGlenn Petersen1May 27
669I add a little more to my position. fwiw.Paul Senior-May 16
668Alibaba Blasts Q4 Earnings Estimates, Cloud Revenues Surge Past $1 Billion thestJakeStraw2May 15
667Alibaba Stock Has a 30% Upside, Analyst Says barrons.com KeyBanc analyst Hans ChJakeStraw-May 8
666Grocery startup BigBasket becomes Indian’s newest unicorn with new $150M investmGlenn Petersen-May 6
665 Globally, Amazon leads with 30.4 percent to Alibaba’s 4.9 percent.Glenn Petersen-April 28
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