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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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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
765WSJ Jack Ma’s Ant Group Bows to Beijing With Company Overhaul China’s centralSr K1April 12
764Forward PE under 20 makes this look extremely attractive. Especially in light oThe Ox1April 12
763Agreed. The dollar amount of the settlement was inconsequential. The fact that tGlenn Petersen1April 12
762These items are major positives for BABA. The main uncertainty has been removedThe Ox-April 12
761Jack Ma’s Ant Group to become financial holding company under a Beijing-enforcedGlenn Petersen-April 12
760Alibaba shares rise 6% in U.S. premarket trading after $2.8 billion anti-monopolGlenn Petersen-April 12
759WSJ coverage is similar Alibaba Hit With Record $2.8 Billion Antitrust Fine in Sr K-April 10
758China slaps Alibaba with $2.8 billion fine in anti-monopoly probe PUBLISHED FRIGlenn Petersen2April 10
757China’s dual-listed tech giants lost $60 billion in market value over three daysGlenn Petersen1March 26
756SEC Starts Implementing Law That Risks Chinese Stock Delistings By Benjamin BaGlenn Petersen-March 25
755How Pinduoduo Beat Alibaba to Become China’s Top Shopping Site Five-year-old coGlenn Petersen-March 21
754China Lays Plans to Tame Tech Giant Alibaba E-commerce company to face softer tGlenn Petersen-March 11
753BABA I have been long on for a while. Do your own DD.InternetJustice-March 4
752Jack Ma Spotted Playing Golf in Eastern China, Quelling Fears He Was Detained BGlenn Petersen-February 12
751What happened to Jack Ma? [youtube video] youtube.comTimF-February 10
750Alibaba founder Jack Ma appears for the first time since crackdown on his tech eGlenn Petersen1January 20
749Cramer’s lightning round: Buy Alibaba cnbc.comJulius Wong-January 9
748Alibaba and Tencent shares fall after report says they could be added to U.S. blGlenn Petersen-January 7
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