Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
503 63 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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503Alibaba to Invest $1 Billion in Lazada to Speed Asian Drive By Lulu Yilun Chen Glenn Petersen-yesterday
502Deleted - DuplicateJakeStraw-Tuesday
501Alibaba Group Holding Limited is now covered by analysts at J P Morgan Chase &amJakeStraw-Tuesday
500...they would get out of their cars and complain to each other. then one guy woGlenn Petersen1last Thursday
499when we were over in china it seemed minor traffic fender benders were paid in cJohn Carragher-last Thursday
498Ant Financial is an affiliate of Alibaba. Unfortunately, it was spun out of AlibGlenn Petersen-June 21
497Jack Ma Woos Mom and Pop Shops in U.S. Jobs Push Detroit conference aims to fulGlenn Petersen-June 19
496At Alibaba's annual investor day, China's richest man outlined a vision Glenn Petersen-June 14
495h/t Sr K 10:14 am Yahoo! completes sale of its operating business to Verizon ( Glenn Petersen-June 13
494on 6:56 am Alibaba: At investor day guides FY18 revenue +45-49% -Sr K1June 8
493 Alibaba forecasts monster revenue growth seekingalpha.comKrigannie-June 8
492What Spat Between 2 of China’s Richest Men Means for Alibaba and SF Express By Glenn Petersen-June 5
491Why Alibaba's Founder Jack Ma Thinks You Will Eventually Only Work Four HourIntelim-May 28
490Alibaba to Lead $1 Billion Funding for Chinese Food Startup by Lulu Yilun Chen Glenn Petersen-May 25
489 7 Reasons Alibaba Bulls Beat Bears, MKM Says Alibaba's growth story remainJulius Wong1May 24
488this from Barron's; Alibaba Group Holding (BABA:NYSE) By MKM Partners ($123.Investor Clouseau1May 23
487I'll up my few shares a bit now on the earnings miss.Paul Senior-May 18
486A miss on the EPS: Alibaba's quarterly revenue beats estimates Reuters MayGlenn Petersen-May 18
485Earning estimators put expected BABA earnings to come in around .67 estimize.comRon-May 17
484 BABA - up substantially since the beginning of the year - reports on Thursday. Glenn Petersen-May 17
483I swear, Glenn, without your posts my daily intake of information would be much Intelim1April 24
482Three kingdoms, two empiresChina’s internet giants go global Tencent is leadingGlenn Petersen1April 24
481This could see $115.14 n may hit a hard wall to crack before it finds its way tomore100-April 24
480bloomberg.comSr K1April 24
479Remains in buy mood and buy the dips remains strong. Adding buying list if markemore100-April 21
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