Alibaba Group Holding Ltd (BABA)

[UpTickMeA$AP]

The big question is, will BABA comply with disclosure of all numbers, and let them be audited? Will the authoritarian communist party allow them to disclose?

Seeing as this is a Cayman islands VIE shell, probably not...

Delisting seems to be where this is ultimately headed. Investors have a couple years, but the disclosure reality, makes these Chinese companies nothing more than a flip play. Also pushing out long institutions as reckoning creeps closer.

https://www.washingtonpost.com/business/how-the-us-is-moving-closer-to-delisting-chinese-firms/2022/03/24/a4cea7f6-abe5-11ec-8a8e-9c6e9fc7a0de_story.html


With all the huge money making U.S. based plays, chinese companies are just not worth the gamble. The authoritarian communist party is well known for slaughtering investors with the snap of a finger, and now they are being forced to disclose. The most secretive authoritarian power on earth, being told they need to allow disclosure? I don't think that's going to work out at all.

The buybacks, are nothing more than a temporary flip catalyst. Nice, but no legs.