$Alibaba(BABA)$Why did BABA RE

2022-02-06

$Alibaba(BABA)$Why did BABA REGISTER $1 billion new ADSs?

All kinds of rumours and accusations of Dilution effects was flying around. Reuters reported this fact with no explanation and it did cause some panic. If I was shorting, I would have welcome this knee jerk 3% drop to cover before the impending Q3 so as not to be caught out like shorts of AMZN.

Registering The ADSs is an Admin task. I believe it is due to the demand from HK because of earlier delisting scare. Conversion from US ADR to HK shares created a demand of BABA HK shares. The number of shares in the end is a zero sum game. This is a phenomenon of Dual listing.

In the latest report by CSRC, they have stated that dialogue with the SEC is going well and they are optimistic about a decision by June 2022. That will put the Delisting issue torest.

That is just my understanding and research. There is a scenario of an extremely Bull case for the registration of ADSs, which I hope for but at this moment unlikely.

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Comments

BABASheep
2022-02-11
BABASheep
Q3 results will be announced 24th Feb before US market open. HK 8.30pm
- pekss:
  Fingers crossed for blockbuster earnings results from Alibaba
vaztan
2022-02-12
vaztan
This is the year baba will turn around . The Chinese regulator s have learnt their lesson that you do not cut your nose to spite your face
Wgey
2022-02-13
Wgey
value in Baba is still there. even there's competition, the pie is getting bigger.
Yellow Tiger
2022-02-12
Yellow Tiger
Haha all the funne dunne stuffs appearing out of no where… why u so scared of my BaBa going to the moon, try harder u clowns… no one an stop me from going to the moom
Phantom121
2022-02-12
Phantom121
buy and keep
keithwb
2022-02-15
keithwb
Just buy now and wait ten years. Like pls!

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