Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
567 66 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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567he RSI is rising and in the bullish zone with the MACD also moving higher. WouldAlejandroo Green-last Friday
566Alibaba Listing In China Would Fuel New Opportunities For Investors investors.coJakeStraw1last Thursday
565Alibaba price target raised to $240 from $220 at Raymond James thefly.comJulius Wong-March 9
564Alibaba serves about 80% of the Chinese e-Commerce market Finstead expects AlibKyleLenn-March 9
563Alibaba To Buy Stakes Of Baidu, Others In Food Delivery Service investors.comJakeStraw1February 26
562The RSI is strong in the bullish zone and the MACD is trying to cross back up. LAlejandroo Green-February 23
561Alibaba to take $486 mln stake in China retail data firm Reuters Staff FebruaryGlenn Petersen1February 11
560Alibaba Spruces Up Retail Portfolio With Home Improvement Chain Investment By YGlenn Petersen-February 11
559How Alibaba’s Jack Ma Became Theresa May’s New Brexit Guru Ma inspired May to reJulius Wong-February 9
558 China leaps into the brave new world of ‘New Retail’ atimes.comJulius Wong1February 9
557Exclusive: China's Ant plans equity fundraising at potential $100 billion vaGlenn Petersen-February 9
556 China Could Steer Self-Driving Cars Alibaba's building out systems that wilJulius Wong1February 4
555 BABA Price Targets tipranks.comJulius Wong-February 3
554 Alibaba Price Target Raised But Short Sellers See An Opportunity investors.coJulius Wong1February 3
553 Meet the man poised to take over the world economy bostonglobe.comJulius Wong-February 1
552Alibaba beats forecasts again, takes stake in affiliate Ant Pei Li, Adam JourdGlenn Petersen2February 1
551 Alibaba is reshaping city traffic with artificial intelligence qz.comJulius Wong2January 29
550 How Alibaba Can Combine the Best of Amazon, Microsoft and Apple barrons.comJulius Wong2January 24
549 Alibaba's Jack Ma thinks he knows how to save China's 'left-behind Julius Wong1January 23
548The RSI is rising and in the bullish zone with the MACD also moving higher. On wAlejandroo Green-January 10
547OT Reuters U.S. blocks MoneyGram sale to China's Ant FinancialSr K-January 2
546Alibaba's mobile browser beats Google in emerging markets seekingalpha.comGlenn Petersen2January 2
545 3 Stocks That Could Make You Rich Wong-12/26/2017
544ht/ zax Tencent and invest $863M into e-commerce firm Vipshop to battle Glenn Petersen-12/19/2017
543From Barron's today: Shares of Alibaba (BABA) are lower this morning, Paul Senior-12/15/2017
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