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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
646 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:

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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646Alibaba to open first e-commerce trade hub in Europe cnbc.comJulius Wong1last Wednesday
645Jack Ma, China's Richest Man, belongs to the Communist Party. Of Course.Sr K-November 27
644Alibaba aims to make cloud computing its 'main business' Alibaba CEO DanGlenn Petersen-November 18
643Alipay's parent company says tech services — not payments — will be its mainJakeStraw-November 14
642Alibaba Group Holding Limited 2019 Q2 - Results - Earnings Call Slides seekingalJakeStraw-November 13
641Mariah Carey, Miranda Kerr & Jay Chou Visit Shanghai for Singles Day Gala Julius Wong-November 11
640Alibaba Singles Day sales hit over $1 billion in 85 seconds cnn.comJulius Wong2November 10
639stock continues to get taken down I think by this time next year people might beJakeStraw2November 9
638stock continues to get taken down.John Carragher-November 9
637Alibaba aims to make cloud computing its 'main business' Alibaba CEO DanJakeStraw-November 9
636Alibaba's CEO started Singles Day to promote a new brand. Now it's a $25JakeStraw-November 9
635WSJ 11/3/2018 Ant Financial Swings to Biggest Quarterly Loss in Years ChineseSr K-November 3
634Alibaba Feels the Pinch From China’s Slowing Economic Growth Raymond Zhong New Glenn Petersen-November 2
633Alibaba Group Holding (BABA) Q2 2019 Results - Earnings Call Transcript seekingJakeStraw-November 2
632Chinese e-commerce giant Alibaba said that its upcoming mega-shopping event willJakeStraw-October 19
631[youtube video] youtube.comTimF-October 19
630Alibaba uncorks $290 million deal with stake purchase in wine e-tailer iJakeStraw-October 18
629Up for grabs: Alibaba's secret sauce for winning Chinese retail Erica PandeGlenn Petersen-October 17
628Kongsberg Digital and Alibaba Cloud to Explore Opportunities for Digitalizing thJakeStraw-October 16
627Goldman predicts Alibaba shares will rally more than 50% in one year “WJakeStraw-October 3
626Intel, Alibaba launch a joint edge computing platform zdnet.comJulius Wong-September 21
625BABA has seen some action today. There is bullish crossover in Stochastic oscillAlejandroo Green-September 13
624Alibaba ties with Russian firms on e-commerce platform that will use Moscow'JakeStraw-September 11
623Alibaba's New Boss: The Finance Vet Who Quietly Shook Things Up By Lulu YiGlenn Petersen1September 10
622Alibaba chairman Jack Ma is getting ready to quit MaJakeStraw1September 7
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