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ALIBABA IPO - 9988 HK

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  1. #21

    Join Date
    Jul 2006
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    3,886
    Quote Originally Posted by mrgoodkat:
    If the CCP decides to split up Alibaba or whatever there is no guarantee that the VIE will actually end up with any assets.
    True, there’s definitely a risk, and significantly more pressing than Covid. But, buying the dip...

  2. #22

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    Feb 2019
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    Quote Originally Posted by mrgoodkat:
    If the CCP decides to split up Alibaba or whatever there is no guarantee that the VIE will actually end up with any assets.
    Controversial strategy

    What if the US takes them over and writes off the value against outstanding treasuries?

    Either remotely possible?

  3. #23

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    Mar 2010
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    6,879

    What if Ali goes to a gulag?

    In Russia that’s a real scenario


  4. #24

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    Quote Originally Posted by GentleGeorge:
    Controversial strategy

    What if the US takes them over and writes off the value against outstanding treasuries?

    Either remotely possible?
    No, because $BABA has no value. The shares don't own any actually equity in Alibaba, so a takeover would get you nothing.

  5. #25

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    Jul 2006
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    3,886

    So I’ve taken on the plunge on 9988 this arvo. In at $210....


  6. #26

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    Jun 2016
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    Investors were warned for years about investing in Chinese ADRS, all of which have the VIE structure. Although I have no read it, I'm sure expropriation of assets was discussed in the prospectus for the HK and US listings as well. IMO is not in buying range yet.


  7. #27

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    Quote Originally Posted by Sage:
    So I’ve taken on the plunge on 9988 this arvo. In at $210....
    Falling knives at the moment.

    Anyways, for me and a whole lotta people I know China is far too high risk.

  8. #28

    Join Date
    Oct 2018
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    487
    Alibaba Is Now An Antitrust Target In China. How Real Is The Threat?

    https://seekingalpha.com/article/439...content=link-0

  9. #29

    Join Date
    May 2019
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    783

    Wonder how many threads I'd be bumping if I did it every time a certain somone's value picks dipped a lot. I'd need to give up my day job!

    Not a great few weeks for Baba investors that's for sure. I'm in at 215 and if you'd told me I'd have been edging into the red at that price I'd have scoffed. Oh well. Can't win them all.

    I broadly agree with Hike. I think it'll recover to around 230 and probably bounce around there for a while until it's served it's penance then it'll head back upwards. IIRC Tencent went about two and a half years without a record high after PUBG was banned.

    I started a position on yeahka during this time. Feel like there are some real similarities with Square, and financial services only make up about 3% of their total revenues. One of the big risks was always the exclusivity agreements than tencent and baba were forcing on businesses, so that's possibly some additional upside now.

    Sage likes this.

  10. #30

    Join Date
    Jul 2011
    Posts
    1,015

    Sold some of my BABA shares. With that $ bought some SE shares.
    Hoping for the best over the next 3 years.