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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
716 73 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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716Chinese companies look to ride a new cross-border e-commerce wave driven by the Glenn Petersen-July 29
715BABA owns 33% of Ant Financial. Chinese fintech giant Ant to go public in dual Glenn Petersen-July 20
714Exclusive: Alibaba's Ant plans Hong Kong IPO, targets valuation over $200 biGlenn Petersen-July 8
713Alibaba and handle a record $136.51 billion in sales during major ChineseGlenn Petersen1June 19
712I took a small loss on the options...should short it.....Rangle-May 25
711Probably. They appear to have weathered the COVID storm and aren't facing anGlenn Petersen-May 24
710i assume a buying opportunity coming up?John Carragher-May 24
709$BABA got hit by two bricks on Friday: a bad earning report and the potential thGlenn Petersen-May 24
708This will be a buy at some point .Rangle-May 22
707Alibaba Group Announces March Quarter and Full Fiscal Year 2020 Results businesGlenn Petersen-May 22
706Alibaba Cloud will invest $28 billion more into its infrastructure over the nextGlenn Petersen-April 20
705Possible bad news for BABA: Message 32625716Glenn Petersen-March 23
704Alibaba could enter the Western markets in 5 years time, analyst says msn.comJakeStraw-February 14
703Alibaba marks cloud revenue milestone, pledges support for fight against coronavGlenn Petersen-February 13
702Alibaba Patents Would Secure, Accelerate Its Consortium Blockchain Dec 20, 2019Glenn Petersen112/21/2019
701Alibaba Group raises $11.2 billion in Hong Kong listing Dan Primack Axios NovemGlenn Petersen-11/20/2019
700I'm one of the "more than 1/2 billion people" buying today. SmalPaul Senior-11/11/2019
699Alibaba’s Singles’ Day sales top $38 billion Manish Singh@refsrc / TechCrunch Glenn Petersen-11/11/2019
698More detail: Alibaba Seeks to Raise Up to $15 Billion in Hong Kong Share Sale Glenn Petersen111/8/2019
697WSJ today, page 1 Alibaba is aiming to raise $10 billion to $15 billionSr K111/8/2019
696Alibaba to invest $3.3B to bump its stake in logistics unit Cainiao Manish SingGlenn Petersen-11/8/2019
695Ditto.Glenn Petersen-11/1/2019
694You raise the very concerns which disqualified BABA as an "investment"kidl-11/1/2019
693I have always viewed Alibaba as a bit of a black box. You have the usual ChineseGlenn Petersen-11/1/2019
692I'll go for a few more shares.Paul Senior-11/1/2019
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