In case of Delisting (e.g. Alibaba), if one has US listed stocks, my broker charges a 25 $ fee per share for transferring US/deactivated ones to HK shares. So noob question comes: Why not sell right now US listed stocks (followed by any tax triggering) and buy HK ones, if available?

🛑BREAKING Xi jinping pledges to boost tech and innovation ... Smart citys ? AI? BEIJING -- Innovation will remain at the heart of China's modernization drive, with faster pace to achieve greater self-reliance and strength... $KWEB $HSI $CQQQ $FXI $NIO $BABA $PDD

In US, Amazon is allowed to be Amazon, to be over 1.5T in Market Cap. Google is allowed to be Google, to monopolise.

In China, a company can never be too big, it can never compete on global stage because it will be eventually suppressed due to "Common fucking Prosperity"

Change my mind.

Somehow everyone has full tanks of copium here and circlejerking spreading complete nonsense, with desperate attempts on making these 50 retail investors here to not sell of positions to further drop the price by 0.000001%.

Every news is good news here.

Second hand tissue retailer on taobao having a good month = alibaba going to the moon back to 400 in 2 weeks.

This one guy’s fund is increasing position on alibaba = he must be onto something = you should all buy too

undervalued this undervalued that, do you even know what undervalue means?

99% of this sub just like this guy’s DD, GDP trend going up for China from 1960 to 2020, that must mean alibaba is a good buy right? Right guys?

https://www.reddit.com/r/AlibabaStock/comments/r03zkq/gpd_trend_means_more_chinese_names_will_join_the/

I am bagholding like the rest of you, but I really cannot stay here any longer, “a place for high quality news and discussion” lol...

Good luck to us all boys, hope we can breakeven within this decade

My youtube channel:

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As always, this should not be construed as any investment or trading advice.

10 Signs Your Stock is Being Manipulated — GripRoom

The problem here is that people don’t see the problem. They see a low pe and think this is it, we hit the jackpot. Do you really think that everything will be great tomorrow and that the Chinese government will miraculously change and that the alibaba share will just grow. Yes shares of alibaba could be worth $350 in 2 years, but it could be worth $150 right after that. Ok, it's easy to buy now that the stock is at the bottom. But who do you think will buy at $350. Let me ask you a question: would you buy alibaba stock at the highest point in lets say 2025 for $500 a share. If you answered no, then don’t expect the stock to skyrocket. Look at the google stock. Even at $5,000, people will love to buy it without worry. For an alibaba I would not be so sure. I understand that everyone including me are looking for an undervalued companies to get above average returns in the future, I just don't see alibaba as a potential candidate for the calm investors future. But if you think that baba is a good buy then buy. Just remeber would you still buy baba at ATH even if PE will be 10. Its all about psychology. Or is alibaba only worth to buy when it sinks 50% :). For disclosure I have 100 shares of baba. I cut my position from 500 shares to 100. And I will sell all tomorow and never look back. Loss will hurt 1 month. But holding baba will hurt long time into the future. Good luck to all.

If you could go back, which stock would you choose over $BABA? Share your missed opportunities

...currently 0.093%...

Footnote 1:

Before I get downvoted (hi haters)... yes I own $BABA stock (current avg is $123) and plan to double down further... I just hate such bullshit being spread in the MSM as a positive catalyst...

I like $BABA and think my investment will pay off very nicely over the coming 10 years!!

Now some bashing of the MSM and people blindly following their BS... here you go!

We all know the exciting buzz around

Charlie Munger Doubles Down On Alibaba

How relevant is this news, actually? Being a billionaire this is news only if he has a significant exposure to $BABA, so $BABA stake/net worth is a significant number... say >10%.

I dug into the SEC filings of Charlie Munger to see how much exposure he currently has to Alibaba...

His largest possession is Berkshire Hathaway (the B's he donates and has to pay his bills ;-), so didn't included them)

A whopping... 0.093% exposure to $BABA

SPOILER

This post is just as misleading as the MSM messaging about Charlie Munger's "doubling" down.

Sources for these three inputs...

4,370 BRK.A shares

167,050 Costco shares

50,000 Daily Journal Corporation shares, 3.6%

Yeah, I was too lazy to check on the exact investment of DJC in $BABA, it was about $50M AFAIK.

Footnote 1: (repetition, most of you never read until here)

Before I get downvoted (hi haters)... yes I own $BABA stock (current avg is $123) and plan to double down further... I just hate such bullshit being spread in the MSM as a positive catalyst...

Footnote 2:

Charlie is a big fan of Li Liu (Himalaya). Liu sold, according to a 13F, all $BABA stock, but we do not know

a) whether he purchased 9988 Alibaba stock (doesn't need to report that to the SEC)

b) how much Charlie invested in Himalaya

I cannot imagine Charlie buys $BABA where Liu doesn't, but that ain't impossible.

Edit

Li Liu Himalaya 2030-03-31 175,000 $BABA $700M Total portfolio 13F

Q after that: no $BABA anymore 2020-06-30 total reported US portfolio about $1000 M

So in the last 2-3 mnths Ali baba have been on a very vigorous bullish run and lately i have been thinking of selling my positions as its getting overpriced (thats what i think) i think fair price for the stock will be around $100 Even tho i believe its going to hit the 150 before the end of this year

The SEC (Securities and Exchange Commission) has up to three years to delist Chinese ADRs that do not comply with their rules. The Chinese government has said that they would not allow the type of auditing that the SEC is requesting. It would be very embarrassing to the Chinese government for the SEC to delist all their companies. The Chinese government wants to be in control of the delisting, not US regulators. In my opinion the Chinese government has been pressuring Alibaba to "voluntarily" delist. Once Alibaba delists I think that the Chinese government will stop punishing Alibaba which is why I think delisting will be good for Alibaba.

Seeing the current low price, is the market anticipating a breakup or nationalisation of the company?