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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
882 82 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:

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882Michael Burry Closes His Semiconductor Short Position: Is it Time to Buy Nvidia Julius Wong-February 22
881He's not been the sharpest tool in the shed lately, but it's still good Sun Tzu-February 21
880Michael Burry just went all in on Alibaba stock, one value bet tradingview.comJulius Wong1February 21
879Whether he was forced to buy shares or whether he genuinely thinks the stock is Harshu Vyas-January 29
878Jack Ma Doubles Down on Alibaba China’s most famous entrepreneur has been out oJulius Wong1January 23
877What do you know! World business leaders agree with me <g> Message 3453898Sun Tzu1January 16
876The key issue, at least for me, is structural securities reform in China. AssumeSun Tzu-January 16
875Alibaba was once a Wall Street darling. After plunging 75% over three years, whaGlenn Petersen-January 7
874Alibaba CEO Takes Direct Control of Domestic E-Commerce Businesses Leadership sSr K-12/20/2023
873Alibaba Is Worth About Half of Tencent as Demand Recovery LagsCompanies’ values Glenn Petersen-11/17/2023
872The Alibaba Spinoff Trade Loses More Steam Recent hiccups probably won’t derailGlenn Petersen-9/11/2023
871Alibaba Takes a Step Toward Comeback as Growth Finally Returns -- Core e-commerGlenn Petersen-8/11/2023
870Ant to Buy Back Shares at 70% Lower Valuation Than at IPO -- Ant proposes to shGlenn Petersen17/8/2023
869China hits Alibaba affiliate Ant Group with $985 million fine for violating variGlenn Petersen-7/7/2023
868Jack Ma Ally Joe Tsai to Take Helm of Alibaba Wong-6/20/2023
867Alibaba says Eddie Wu to succeed Daniel Zhang as CEO in surprise move PUBLISHEDGlenn Petersen-6/20/2023
866Alibaba to launch local versions of its China e-commerce site in Europe PUBLISHGlenn Petersen-6/15/2023
865Alibaba, lead Chinese tech stocks higher as China cuts key interest rate Julius Wong-6/15/2023
864Alibaba to cut 7% of workforce in its cloud unit as it pursues IPO for the divisGlenn Petersen-5/24/2023
863The alibaba is best website for ever, they give us lot of helpful deal.Harding111-5/19/2023
862Alibaba logistics arm eyes up to $2 billion Hong Kong IPO - sources By Scott MGlenn Petersen15/8/2023
861Alibaba shares lead Chinese tech losses as senators call for cloud sanctions ApJulius Wong14/25/2023
860Alibaba pops as China said to substantially reduce fine, charges on Ant Group AJulius Wong24/18/2023
859SoftBank moves to sell down most of its Alibaba stake Japanese investor makes $Glenn Petersen-4/12/2023
858Alibaba to roll out its rival to ChatGPT across all its products PUBLISHED MON,Glenn Petersen-4/11/2023
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