Seeking Alpha

NYT: Alibaba eying mid-September IPO

  • With its Q2 results disclosed, Alibaba (Pending:BABA) is expected to provide an IPO price range "as soon as Tuesday," the NYT reports.
  • After setting a price range, Alibaba will reportedly kick off a 2-week roadshow (covering both Asia and the U.S.) ahead of an IPO the company hopes will take place during the week of Sep. 15.
  • Sources caution the Chinese e-commerce giant's plans could still change. The NYT previously reported Alibaba was planning an IPO "sometime after Labor Day." At one point, the company was rumored to be eying an early-August IPO.
  • Yahoo (YHOO +0.7%) continues to trade modestly higher.
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Comments (13)
  • RummyBoy
    , contributor
    Comments (16) | Send Message
     
    Mobile is the future! BABA's Q2 results showed "Mobile accounted for 32.8% of GMV (up from Q1's 27.4%), and mobile revenue more than doubled Q/Q to $400M". Very impressive!
    27 Aug 2014, 02:17 PM Reply Like
  • bigd3086
    , contributor
    Comments (245) | Send Message
     
    i have looked at this over and over and from a couple of different directions and YHOO looks like a no brainer. i will grant you that everything hinges on BABA. i look at the valuation on AMZN and the revenues for BABA and AMZN and the future of both and i keep coming up with a valuation for YHOO of mid 40's to mid 50's. i'm long YHOO stock and options
    27 Aug 2014, 03:27 PM Reply Like
  • vikramnjnjjdjnd
    , contributor
    Comments (1403) | Send Message
     
    I think being long baba when it ipo's is a better strategy.
    27 Aug 2014, 03:56 PM Reply Like
  • bmdelahu
    , contributor
    Comments (29) | Send Message
     
    If the IPO price per share is set at $50-$60 and it goes off at $75 us little guys will be lucky to jump in at $100 as it starts trading. I have been long YHOO for awhile.
    27 Aug 2014, 04:05 PM Reply Like
  • Pete P.
    , contributor
    Comments (872) | Send Message
     
    Yahoo is definitely a great opportunity, with potential to move into the $50s without a buyout.

     

    But I believe Yahoo will reach a market cap of $60 billion, with a reduced share count of 900 million.
    27 Aug 2014, 06:13 PM Reply Like
  • Jasse
    , contributor
    Comments (7) | Send Message
     
    Has anyone gone long SFTBY since their ownership in BABA is greater than yahoo?
    27 Aug 2014, 09:05 PM Reply Like
  • Elix
    , contributor
    Comments (17) | Send Message
     
    Sprint is currently trading bearishly, which is impacting SFTBY. Also, the Nikkei is failing to make new highs unlike the S&P. With Softbank you have this issue. Playing Yahoo for the Baba IPO is likely a less risky bet.
    28 Aug 2014, 05:50 AM Reply Like
  • hughesrd
    , contributor
    Comments (192) | Send Message
     
    I have, twice, and am considering another purchase next month.
    28 Aug 2014, 01:37 PM Reply Like
  • Reagan1
    , contributor
    Comments (10) | Send Message
     
    I am long SFTBY to play the BABA IPO. Not working in my favor recently, but they own 34% of BABA. At a $200B market cap, their share would be worth $68B. Currently SFTBY market cap is $83B at a 24 PE.

     

    YHOO is also obligated to sell a big chunk at the IPO. I Don't believe SFTBY is planning to do so.

     

    I believe BABA will be the largest company in the world some day.
    28 Aug 2014, 10:50 PM Reply Like
  • Bullfactor
    , contributor
    Comments (3) | Send Message
     
    Reliable info received suggest a further delay for baba proposed listing.
    28 Aug 2014, 07:20 AM Reply Like
  • Elix
    , contributor
    Comments (17) | Send Message
     
    Please elaborate.
    28 Aug 2014, 07:26 AM Reply Like
  • Rasna
    , contributor
    Comments (104) | Send Message
     
    Bull,

     

    This comment serves no purpose other than to add to the rampant speculation. It seems that everyone has "reliable" information. The IPO happens when it happens.
    1 Sep 2014, 03:43 PM Reply Like
  • Duane Byron Carlson
    , contributor
    Comments (164) | Send Message
     
    Thanks for your insight for the future. Your opinions help extend my vision of
    .
    DANKE SCHON, TACH sa Myket, Tousandv Tack
    30 Aug 2014, 07:11 PM Reply Like
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