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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
852 80 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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852This week I went on a binge coding spree to finish implementing an algo that hasSun Tzu-March 18
851China’s New Way to Control Its Biggest Companies: Golden Shares The state takesGlenn Petersen1March 10
850Appreciate the share. This is not the first time I've heard of similar claimBurryville18-March 5
849I think this should be of interest to this board and any others interested in ChSun Tzu1March 5
848Dear kidl, Thank you for writing in. I had a good laugh (with only the best of Burryville18-February 27
847Dear Sun Tzu, Thank you for sharing your thoughts with us. In response: Sun TzBurryville18-February 26
846Ray Dalio has written extensively about the changing world order and has quantifSun Tzu-February 25
845For now both sides need each other and it is not open hostility It may not be opkidl-February 25
844The geopolitical risk is very real. For now both sides need each other and it isSun Tzu-February 25
843Having just seen Sun Tzu’s response, I’d like to add a very “pedestrian” opinionkidl-February 25
842Good morning, Let's see if I can address your thoughtful points: >> wSun Tzu1February 25
841Dear Sun Tzu, Thank you for your reply and insights. While I do agree with youBurryville18-February 25
840The biggest problem I have with any "Chinese stock" is lack of sharehoSun Tzu3February 24
839Charlie Munger's Recent Statements/ Chinese Value Stocks Dear SI Members, Burryville18-February 24
838Alibaba testing out AI tool similar to ChatGPT- reports ET Alibaba Group HoldinJulius Wong-February 8
837iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) Message 341Julius Wong-February 8
836Chinese tech giant Alibaba working on a ChatGPT rival; shares jump PUBLISHED WEGlenn Petersen-February 8
835Jack Ma Lands in Hong Kong on Latest Stop of a Global Tour [graphic] (BloombeJulius Wong-January 19
834Activist Investor Ryan Cohen Takes Stake in Alibaba and Pushes for More Stock BuGlenn Petersen-January 17
833China to take ‘golden shares’ in tech firms Alibaba and Tencent Move marks shifGlenn Petersen-January 16
832Ant Group founder Jack Ma to give up control in key revamp | Reuterskidl1January 7
831Aibaba, other China ADRs surge as Ant Group capital plan approval fuels hope forGlenn Petersen-January 4
830While not specific to BABA, an explanation for today's selloff: Nio, BYD anGlenn Petersen-10/24/2022
829U.S., China Near Deal to Allow Audit Inspection of N.Y.-Listed Chinese CompaniesGlenn Petersen18/26/2022
828Once high-flying Chinese tech giants are now looking to scale back costs PublisGlenn Petersen-8/22/2022
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