Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
606 69 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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606How Much Will Cloud Computing Contribute To Alibaba's Top Line Growth? forbeJakeStraw-last Friday
605Siemens inks deal with Alibaba to launch digital products in China reuters.comJakeStraw-last Monday
604Alibaba Doubles Down On Tech Services m.nasdaq.comJakeStraw-July 2
603China's Alibaba decides to make investment in Turkey's Trendyol reuters.JakeStraw-June 29 Alibaba Pulls Back in U.S. Amid Trump Crackdown on Chinese InvestSr K-June 28
601Alibaba passes IBM in cloud computing and is winning business from European and JakeStraw1June 26
600 Alibaba v. Tencent: The Battle for Supremacy in China fortune.comJulius Wong-June 22
599Just What Is Alibaba Up To In Europe? forbes.comJakeStraw-June 22
598Altaba’s Tender Offer Seeks to Entice Shareholders By Andrew Bary Glenn Petersen1June 21
597Alibaba's online-offline efforts could 'multiply' addressable marketJakeStraw-June 20
596China's AI-infused corner store of the future Steve LeVine Axios June 17, 2Glenn Petersen-June 17
595The Cloud Rains Opportunity For Alibaba; Wells Fargo Projects 21% Upside In SharJakeStraw-June 14
594China’s Alibaba and invest billions in drones and robots to upgrade logisGlenn Petersen-June 10
593 Morgan Stanley: Alibaba's Opportunity In China 'Vastly Greater' ThaJulius Wong-June 8
592sounds like they are cautious on them. vs some other analysts. i believe a feJohn Carragher-June 8
591Morgan Stanley maintains it's "base case" price target of $230. CoLynn-June 7
590Alibaba price target boosted above $300 at Susquehanna marketwatch.comJakeStraw-June 7
589China's Ant Financial raises $10 billion at $150 billion valuation: sources Glenn Petersen-May 29
588Alibaba's Version of Echo Sells 2 Million Units The e-commerce giant can useJakeStraw-May 25
587Raymond James raises its Alibaba price target from $250 to $300 seekingalpha.comJakeStraw1May 24
586Alibaba's Futuristic Supermarket in China Is Light-Years Ahead of the U.S. -JakeStraw2May 22
585Is there a big enough global audience interested in China to sustain the South CGlenn Petersen1May 19
584Jack Ma Takes Alibaba On A New Path, For Better Or Worse forbes.comJakeStraw-May 9
583Alibaba expands South Asia footprint, snapping up Pakistani online retailer DaraJakeStraw-May 8
582The RSI is rising and in the bullish zone with the MACD also moving higher. [grAlejandroo Green-May 4
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