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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
750 74 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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750Alibaba founder Jack Ma appears for the first time since crackdown on his tech eGlenn Petersen1January 20
749Cramer’s lightning round: Buy Alibaba cnbc.comJulius Wong-January 9
748Alibaba and Tencent shares fall after report says they could be added to U.S. blGlenn Petersen-January 7
747Where is Jack Ma? Alibaba's billionaire founder is reportedly missing followGlenn Petersen-January 4
746How The Chinese Use Illegal Online Gambling And Tether To Launder Over $1 TrilliJulius Wong-12/27/2020
745China orders Ant Group to rectify businesses PUBLISHED SUN, DEC 27 202011:23 AMGlenn Petersen-12/27/2020
744Why China Turned Against Jack Ma New York Times December 24, 2020 That successGlenn Petersen-12/25/2020
743Alibaba shares fall after reports of anti-monopoly probe by China PUBLISHED WEDGlenn Petersen-12/23/2020
742Jack Ma Makes Ant Offer to Placate Chinese Regulators Trying to salvage his relGlenn Petersen-12/20/2020
741Completely driverless cars are on the streets in China Dec. 4, 2020 3:15 AM ET|AJulius Wong112/4/2020
740Why Beijing put a stop to the Ant IPO I FT [youtube video] youtube.comTimF-11/29/2020
739China’s President Xi Jinping Pulled Plug on Jack Ma’s Ant IPO Senior governmentGlenn Petersen-11/12/2020
738Alibaba Singles Day Tops $56 Billion In Sales, Blasts 2019 Record In Opening HouJulius Wong111/10/2020
737China drafts new antitrust guideline to rein in tech giants, wiping US$102 billiGlenn Petersen-11/10/2020
736Ant Group’s valuation could be slashed by over $150 billion after suspended IPO,Glenn Petersen-11/10/2020
735An alternative, very plausible, take on Ant: Pulling Ant's IPO might have bGlenn Petersen-11/6/2020
734How billionaire Jack Ma fell to earth and took Ant's mega IPO with him By Glenn Petersen111/5/2020
733The Ant Got Crushed, Buying Opportunity For Alibaba Nov. 4, 2020 6:30 AM ET | [Julius Wong-11/4/2020
732BABA is down almost 8% in premarket trading.Glenn Petersen-11/3/2020
731Ant Group’s record $34.5 billion IPO in Shanghai and Hong Kong suspended PUBLISGlenn Petersen-11/3/2020
730Updated Oct. 30, 2020 12:48 pm ET To Ant Group Co. ’s set of staggering statisSr K110/31/2020
729Trying to get exposure to it; do you know when the ADRs or an OTC offering may bFollowing-Mr.Pink-10/27/2020
728From the WSJ story on Ant. Ant has already finished selling shares in Shanghai,Sr K-10/26/2020
727Ant Group to raise $34.5 billion valuing it at over $313 billion in biggest IPO Glenn Petersen-10/26/2020
726BMW and Alibaba join hands to promote digital transformation across businesses OJulius Wong-10/26/2020
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