Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
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488 61 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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488this from Barron's; Alibaba Group Holding (BABA:NYSE) By MKM Partners ($123.Investor Clouseau110 minutes ago
487I'll up my few shares a bit now on the earnings miss.Paul Senior-last Thursday
486A miss on the EPS: Alibaba's quarterly revenue beats estimates Reuters MayGlenn Petersen-last Thursday
485Earning estimators put expected BABA earnings to come in around .67 estimize.comRon-last Wednesday
484 BABA - up substantially since the beginning of the year - reports on Thursday. Glenn Petersen-last Wednesday
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
478We'll keep grinding up slowly everyday & that's what we want to see.more100-April 20
477 OT about Ant Financial Ant Financial Raises MoneyGram Bid 36% to Fend Off EuroSr K-April 17
476On watch for clear above 110.45. [graphic]hollyhunter-April 10
475 What happens when the 'Amazon of Southeast Asia' meets Amazon? Uptin Glenn Petersen-March 31
474Profit taking or topping? Still, the trend is up n strong but today's price more100-March 31
473Post-modern warfare right here.Intelim-March 30
472 Amazon and Facebook Hit Unexpected Obstacle in India: China wsj.comJulius Wong-March 29
471A very interesting read, thank you for posting this, Glenn.Intelim-March 27
470 How the Richest Man in China Is Taking on Amazon Alibaba Founder Jack Ma is inGlenn Petersen-March 26
469Alibaba buys out online ticketing platform Damai 21
468Alibaba is performing much better than JD and BIDU for the day. The bull flag mamore100-March 21
467Alibaba Could Become The Next Cloud Superstar It’s much more than just a ChinesGlenn Petersen-March 20
466The $25 B number for the IPO is a phony number. The real number would be the amoSr K-March 12
465Abitious Alibaba takes aim at the kings of cloud computing Posted Feb 27, 2017Glenn Petersen-March 12
464Buyers defend or want to bet $100 level and sellers $104.50 not sure who will wimore100-March 3
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