Alibaba rockt Zahlen und boomt in der Cloud: Was Investoren wissen müssen - Älteste Beiträge zuerst (Seite 2) | Diskussion im Forum

[Vipmann]

Antwort auf Beitrag Nr.: 60.610.544 von r3dy am 21.05.19 11:54:59

Alibaba

OK...Danke dir.........schon heftig...

[r3dy]

Kein Thema. Einfach locker bleiben. Nur jetzt wissen wir wieso der Kurs gedrückt wird.

[r3dy]

http://www.deraktionaer.de/aktie/china-kracher-alibaba--us-f…

[faultcode]

Alibaba will wieder viel Geld bekommen

28.5.
Alibaba Weighs Raising $20 Billion Through A Second Listing
https://www.bloomberg.com/news/articles/2019-05-27/alibaba-i…

=>
• It’s said to be angling for Hong Kong sale in the second half
• The offering comes after the Hong Kong exchange relaxes rules

[faultcode]

Antwort auf Beitrag Nr.: 60.679.463 von faultcode am 28.05.19 14:30:12

Rubio proposes to delist Chinese companies

Ich will nicht sagen, daß es so kommen wird, aber der Risk level hier ist am Steigen (und nicht nur bei diesem China-(Sponsored) ADR):

5.6.
https://www.chinaaccountingblog.com/weblog/rubio-proposes-to…

=>
Senator Marco Rubio has introduced the Equitable Act—an acronym for Ensuring Quality Information and Transparency for Abroad-Based Listings on our Exchanges. The act would serve to resolve the longstanding conflict over the inability of the Public Company Oversight Board to examine the work of Chinese auditors that report on the financial statements of US listed Chinese companies.

There are presently over 156 Chinese companies traded on US exchanges with a market capitalization of over $1.2 trillion, including widely held Alibaba Group Holdings (NYSE: BABA).

The PCAOB has long been blocked by China from inspecting Chinese accounting firms (including the Chinese member firms of the Big Four). China argues that allowing the US to enforce US laws on Chinese soil against Chinese persons violates its national sovereignty and risks disclosure of state secrets. US investors suffer because fraud prone Chinese companies are not subject to the same regulatory oversight as other companies that trade on US exchanges.

The Rubio proposal is modelled after an earlier proposal by Representative Mike Conaway of Texas who introduced legislation late in the last session of Congress that effectively expired with the new Congress in January.

The proposal effectively says that Chinese companies will be kicked off US exchanges in three years if a breakthrough in PCAOB inspections does not take place. At this stage, I would call it an even bet as to whether China negotiates a settlement. I don’t think this is a critical issue for China, and I think China could craft a deal, but I can’t see what the US would offer in exchange.

I think this legislation has a good chance of passing, and that will start the three-year countdown for negotiations or for the companies to find another listing home. I expect most of them will move their listings to Hong Kong. Mainland exchanges are not ready for most of these companies. There will likely be some regulatory changes required in Hong Kong to make this happen. Most of the companies have weighted voting rights, and Hong Kong now allows for IPOs of unicorns with weighted voting rights, but most of these companies would likely need special accommodation.

If the move to Hong Kong is not seamless, there may be trading opportunities present. Many mutual funds are not permitted to hold illiquid securities, and it is possible that there will be a period of time while the listings move where the stock cannot be traded. Prices may temporarily suffer until the listing is restored in Hong Kong.

Hong Kong could speed the relocation process by allowing the companies to use SEC documents and US GAAP financial statements for the initial listings. Hong Kong generally requires companies to prepare financial statements under Hong Kong Financial Reporting Standards, which are equivalent to IFRS. The Rubio proposal is a full employment act for accountants and lawyers.


--> siehe auch den Link oben zum WSJ

[faultcode]

Antwort auf Beitrag Nr.: 60.743.940 von faultcode am 05.06.19 21:48:31

Alibaba gets 49.9% stake in Russian JV

5.6.
https://seekingalpha.com/news/3469246-alibaba-gets-49_9-perc…

=>
Alibaba signs a binding agreement to form a JV with Russia's sovereign fund RDIF, mobile phone company Megafon, and internet group Mail.ru.

BABA will get a 49.9% stake and will co-nominate (with Mail.ru) two CEOs to run the AliExpress Russia JV.

Yesterday, Russian media sources reported that JV would close today. The deal happened after receiving antitrust approval.

Source: Alibaba statement to Bloomberg.

[faultcode]

Notierung beantragt: Alibaba vor Mega-IPO in Hongkong

https://www.finanzen.net/nachricht/aktien/milliardenschweres…

=>
Der Internet-Gigant Alibaba soll einen vertraulichen Antrag auf ein Lisiting in Hongkong gestellt haben, wie einige mit der Sache vertraute Personen kürzlich berichteten. Ihnen zufolge könnte das IPO im dritten Quartal dieses Jahres stattfinden.
...
Die Zweitnotierung nun dürfte die größte Aktienemission in Hongkong seit 2010 werden. Bloomberg zufolge könnte das IPO bis zu 20 Milliarden US-Dollar einbringen, das endgültige Ziel stehe jedoch noch nicht fest.

Als Konsortialführer soll Alibaba die China International Capital Corp. (CICC) sowie die Credit Suisse, die schon den Börsengang in den USA begleitet hatte, ernannt haben, so Bloomberg.


--> nicht sehr vertrauenserweckend, wenn man sich beim Secondary Offering schon wieder so viel Geld holen will; man hätte schließlich diese Zweitnotierung auch ohne KE machen können

[faultcode]

Antwort auf Beitrag Nr.: 60.827.102 von faultcode am 17.06.19 22:02:24

Alibaba Stock Split: What BABA Investors Should Know About the 1-for-8 Proposal

..und was soll das?

https://investorplace.com/2019/06/alibaba-stock-split-detail…
Shareholder will vote on the split next month
...
Alibaba claims that the stock split will also create a lower point of entry for more investors.
It says that this will give the company more flexible capital to work with in the future.
...

[theinfonaut]

Antwort auf Beitrag Nr.: 60.827.156 von faultcode am 17.06.19 22:06:16

Denke die Chinesen mögen kleinere Aktienwerte.

[faultcode]

Opinion: D.C. is finally paying attention to scary Chinese stocks, but Wall Street may pay the consequences

25.6.
https://www.marketwatch.com/story/dc-is-finally-paying-atten…

=>
...Regulators are finally paying attention to the risky issues associated with Chinese companies publicly listed in the U.S., but the proposed solution could actually be more harmful to American investors.

Two bipartisan bills have been introduced in the U.S. Senate and one in the House to give U.S. regulators much-needed power to demand that the accounting practices of Chinese companies be treated the same way as their U.S. counterparts. The new bills include one introduced earlier this month by U.S. Sens. Marco Rubio (R, Florida), Bob Menendez (D-NJ), Tom Cotton (R-AR) and Kirsten Gillibrand (D-NY), referred to as the Equitable Act, that seeks a nuclear option: Delisting companies trading on U.S. exchanges that are out of compliance with U.S. regulators for a period of three years.

The main issue the bills seek to address — the other was introduced in March by Chris Van Hollen (D-MD) and John Kennedy (R-LA) — is an important one. Right now, auditors working for Chinese companies that trade in U.S. markets basically rubber-stamp what management tells them, without access to company documents, which also aren’t made available to U.S. regulators...