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Technology Stocks
Alibaba Group Holding Limited
An SI Board Since August 2014
Posts SubjectMarks Bans Symbol
677 70 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: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001577552&owner=exclude&count=40&hidefilings=0

Alibaba website:
http://www.alibaba.com/

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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ReplyMessage PreviewFromRecsPosted
677REPORT: Ant Financial and Tencent are rapidly growing their financial services eJulius Wong1June 30
676Their way, words the shares outstanding to be 8:1, even though the share price aSr K-June 18
675Ahhh...JakeStraw-June 18
674It is, but that's how the HK release words it.Sr K-June 18
673Alibaba announced an 8:1 split I believe it's 1-8...JakeStraw-June 18
672Alibaba announced an 8:1 split, in preparation for a second IPO in HK. techcrunSr K-June 18
671Alibaba files for HK listing that may raise $20 billion as soon as third quarterJulius Wong1June 13
670Alibaba Weighs Raising $20 Billion Through A Second Listing By Crystal Tse, VGlenn Petersen1May 27
669I add a little more to my position. fwiw.Paul Senior-May 16
668Alibaba Blasts Q4 Earnings Estimates, Cloud Revenues Surge Past $1 Billion thestJakeStraw2May 15
667Alibaba Stock Has a 30% Upside, Analyst Says barrons.com KeyBanc analyst Hans ChJakeStraw-May 8
666Grocery startup BigBasket becomes Indian’s newest unicorn with new $150M investmGlenn Petersen-May 6
665 Globally, Amazon leads with 30.4 percent to Alibaba’s 4.9 percent.Glenn Petersen-April 28
664Alibaba Pushes Its Cloud Unit Globally As It Trounces Amazon in Asia bloomberg.cJakeStraw1April 24
663Alibaba will let you find restaurants and order food with voice in a car techcrJakeStraw-April 17
662Alibaba's Jack Ma defends the Chinese tech sector's 72-hour workweek AxGlenn Petersen-April 15
661Siemens' MindSphere on Alibaba Cloud ready to power the Industrial Internet JakeStraw-April 3
660Alibaba pays $693M for a 14% stake in STO Express Co, marking the fourth time BASr K-March 11
659Where Will Alibaba Be in 5 Years? fool.comJakeStraw-March 7
658Alibaba's Cloud Business Is a Game-Changer fool.com Although Alibaba Cloud iJakeStraw-February 7
657Japan : Alibaba Cloud Launches Second Data Center in Japan marketwatch.com AlibaJakeStraw-February 5
656China’s Ant Financial raised almost as much money as all US and European fintechGlenn Petersen1February 3
655Alibaba Group had its price target raised by analysts at SunTrust Banks, Inc. frJakeStraw1January 31
654All CEOs of major compaies, banks, universities are all members of the Communistelmatador-January 30
653More on BABA techcrunch.comJulius Wong-January 30
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