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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
790 79 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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790Alibaba shares surge nearly 7% after Jack Ma appears in Europe and company releaGlenn Petersen1last Wednesday
789 Alibaba reportedly set to premiere its own server chips Oct. 18, 2021 10:19 AMJulius Wong1last Monday
788Alibaba Faces New Threat: an Evolving Chinese Shopper E-commerce company, alreaGlenn Petersen-October 17
787 How Alibaba Makes Money Alibaba's core e-commerce segment generates the laJulius Wong1October 14
786Jack's back! Alibaba Chairman Ma makes appearance in Hong Kong seekingalphaJulius Wong1October 13
785Countdown Starts on Chinese Company Delistings After Long U.S.-China Audit FightGlenn Petersen1October 3
784From Yahoo msg board: All the people bad mouthing BABA are the same people that galaxy8-September 22
783Alibaba slides on report China plans to break up payment app Published5 hours aGlenn Petersen1September 13
782Alibaba Pledges $15.5 Billion as Chinese Companies Extol Beijing’s ‘Common ProspGlenn Petersen-September 2
781Alibaba squeezed by crackdown as and Pinduoduo pounce Regulatory scrutinGlenn Petersen-August 30
780Smart money.Glenn Petersen1August 24
779BABA is already listed on the NYSE, so the following is probably not applicable Glenn Petersen-August 23
778At Friday close, BABA was $157.96 The BABA Technologies Trades: Below is a lookJulius Wong-August 22
777Jack Ma’s Costliest Business Lesson: China Has Only One Leader The billionaire Sr K1August 21
776Alibaba’s U.S. Shares Fall to Lowest Since 2019 as China Cracks Down Several teGlenn Petersen1August 18
775Chinese government will regulate everything why would anyone buy here?quantinvestor-August 9
774China Targets the Robotaxi Industry Friendly regulatory environment bolsters eJulius Wong2August 8
773Alibaba Warns of Higher Taxes as China Crackdown Widens By Zheping Huang BloomGlenn Petersen1August 6
772Alibaba Posts Quarterly Profit Lifted by E-Commerce and Cloud Computing Tech giSr K2August 3
771 Alibaba misses FQ1 sales estimates, launches record share buyback Aug. 03, 202Julius Wong1August 3
770On Bloomberg Radio 18 Jack Ma has had fallng wealth in recent months. Could beSr K-August 1
769Not specific to BABA: China’s Tech Crackdown Could Backfire Badly When a goverGlenn Petersen3July 30
768Down $831 Billion, China Tech Firm Selloff May Be Far From Over By Jeanny Yu Glenn Petersen-July 7
767Alibaba Posts First Loss Since Going Public After Antitrust Fine Chinese e-commGlenn Petersen-May 14
766EXCLUSIVE China’s Ant explores ways for Jack Ma to exit Julie Zhu Reuters 5 minGlenn Petersen-April 17
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