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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
663 71 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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663Alibaba will let you find restaurants and order food with voice in a car techcrJakeStraw-last Wednesday
662Alibaba's Jack Ma defends the Chinese tech sector's 72-hour workweek AxGlenn Petersen-last Monday
661Siemens' MindSphere on Alibaba Cloud ready to power the Industrial Internet JakeStraw-April 3
660Alibaba pays $693M for a 14% stake in STO Express Co, marking the fourth time BASr K-March 11
659Where Will Alibaba Be in 5 Years? fool.comJakeStraw-March 7
658Alibaba's Cloud Business Is a Game-Changer Although Alibaba Cloud iJakeStraw-February 7
657Japan : Alibaba Cloud Launches Second Data Center in Japan AlibaJakeStraw-February 5
656China’s Ant Financial raised almost as much money as all US and European fintechGlenn Petersen1February 3
655Alibaba Group had its price target raised by analysts at SunTrust Banks, Inc. frJakeStraw1January 31
654All CEOs of major compaies, banks, universities are all members of the Communistelmatador-January 30
653More on BABA techcrunch.comJulius Wong-January 30
652Alibaba revenue growth slowest pace in 3 years 41% year-over-year revenue growthJakeStraw-January 30
651Alibaba revenue growth slowest pace in 3 years, but beat on EPS Wong-January 30
650At Alibaba's futuristic hotel, robots deliver towels and mix cocktails CateGlenn Petersen-January 27
649Alibaba buys German data analysis start-up reuters.comJakeStraw-January 10
648Here’s how China’s new e-commerce law will affect consumers, platform operators Glenn Petersen-January 1
647Alibaba already has a voice assistant way better than Google’s It navigates intGlenn Petersen-12/10/2018
646Alibaba to open first e-commerce trade hub in Europe cnbc.comJulius Wong112/5/2018
645Jack Ma, China's Richest Man, belongs to the Communist Party. Of Course.Sr K-11/27/2018
644Alibaba aims to make cloud computing its 'main business' Alibaba CEO DanGlenn Petersen-11/18/2018
643Alipay's parent company says tech services — not payments — will be its mainJakeStraw-11/14/2018
642Alibaba Group Holding Limited 2019 Q2 - Results - Earnings Call Slides seekingalJakeStraw-11/13/2018
641Mariah Carey, Miranda Kerr & Jay Chou Visit Shanghai for Singles Day Gala Julius Wong-11/11/2018
640Alibaba Singles Day sales hit over $1 billion in 85 seconds cnn.comJulius Wong211/10/2018
639stock continues to get taken down I think by this time next year people might beJakeStraw211/9/2018
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