Alibaba Group Holding Ltd (BABA)

[stockfan100]

Here is a crushing bones claim debunker. And it is an undeniable one!

The BABA IPO is for near 400 million middle class Chinese to have the opportunity to buy BABA shares in their own country (through Hong Kong Exchange) in 2020 FOR THE FIRST TIME in their history.

"The Chinese e-commerce giant has postponed its previously planned Hong Kong listing..."

"It would be very unwise to launch the deal now or anytime soon," a person familiar with the matter told Reuters. "It would certainly annoy Beijing by offering Hong Kong such a big gift given what's going on in the city."
The listing has been a point of interest for investors seeking to gauge the business environment in Hong Kong. Losing Alibaba's IPO would be a big hit to the Stock Exchange of Hong Kong.

https://markets.businessinsider.com/news/stocks/alibaba-hong-kong-ipo-listing-reportedly-delayed-because-of-protests-2019-8-1028466696

"A stock split, of course, divides an existing share – along with its price – into smaller pieces. With this it establishes a new, lower baseline for the stock. It's very possible that Alibaba wants to do this in order to establish a relatively inexpensive point of entry for retail investors so they can have ready access to the company in a Hong Kong IPO."

https://www.fool.com/investing/2019/07/03/alibaba-group-ipo-is-it-coming-to-the-hong-kong-st.aspx


Amazon and Alibaba: Comparing Their Cloud Businesses
By: Market Realist | September 10, 2019

On September 10, CNBC reported that Alibaba (BABA) was focusing on cloud computing as its next big opportunity. According to Daniel Ives, the managing director of equity research at Wedbush Securities, Alibaba is currently targeting a $100 billion cloud computing opportunity in China.

According to Gartner, the global public cloud services market will grow 17.5% YoY (year-over-year) to $214.3 billion in 2019. Gartner expects the global IaaS (infrastructure-as-a-service) public cloud services market to grow 27.5% YoY to $38.9 billion in 2019. The research agency expects the global public cloud services market to be worth $331.2 billion in 2022. The global IaaS public cloud services market is expected to be worth $76.6 billion in 2022. Both Amazon (AMZN) and Alibaba mainly focus on leveraging the growth opportunity in the IaaS public cloud space.


Amazon’s market share and revenue from its cloud business are significantly higher than Alibaba’s. However, Amazon and Alibaba reported YoY cloud revenue growth of 26.8% and 92.6%, respectively, in 2018. Gartner expects Alibaba to be able to continue this high growth rate due to its robust financial capability.

Alibaba Cloud reported revenue of 7.79 billion Chinese yuan (or $1.13 billion), a YoY rise of around 66% in the second quarter.

Security BABA / Alibaba Group Holding Limited (01609W102)
Finpedia Article Alibaba Group Holding
Institutional Owners 1528 (44 N-Q Owners)
Institutional Shares 4,018,339,919 (ex. N-Q)
Institutional Value $ 4,920,538,352,000 USD (ex. N-Q)