Alibaba (BABA) Break-Up. What is the Endgame?

Поділитися
Вставка
  • Опубліковано 15 жов 2024

КОМЕНТАРІ • 114

  • @TheiPhoneCam
    @TheiPhoneCam Рік тому +66

    “Baghol- I mean shareholders” 😂

  • @gT-gi5nr
    @gT-gi5nr Рік тому +3

    Thanks for the heads up Adam. Really helps to understand the future of Alibaba!

  • @sephchan50
    @sephchan50 Рік тому +11

    The long awaited video, thank you!!

  • @benf4570
    @benf4570 Рік тому +9

    Holding baba was and is my worst investment for 2 years.. This whole china will invade taiwan has been in the headlines and scaring everyone away from investing in baba.

    • @shakespear7675
      @shakespear7675 Рік тому +1

      @@georgepagotelis yahoo finance says 15% of shares held by institutions. It is an ADR so the insiders would not be holding this, they would hold the HK listed one. Nice fud tho

    • @shakespear7675
      @shakespear7675 Рік тому

      do you really think retail investors have the money to prop up a $200 billion stock with an avg trade volume of $1.1 billion a day lmao

  • @cascote2009
    @cascote2009 Рік тому +2

    Hi Adam, I've 50 stocks of BABA but the ADR in IBKR too, but I will get the 6 stocks or I will get money. Because I do not bought in Hong Kong, I bought in USA (like ADR) by IBKR, thank you for your answer, regards Fer

  • @ovidiufrasie4265
    @ovidiufrasie4265 Рік тому +3

    Hi Adam. How do you see JD? Especially now when they are retesting the lows. Thanks.

  • @lowwaileong7447
    @lowwaileong7447 Рік тому +7

    I wont be adding more Alibaba shares or China Shares for that matter...Im also a Bag Holder 😂😂

  • @live2thefullest617
    @live2thefullest617 11 місяців тому

    BABA just announced they will not be spinning off the business segments. Any change in your long range forecast for this company? Thx.

  • @golafs
    @golafs Рік тому

    just found your great channel! subscribed! :)

  • @Crom21
    @Crom21 Рік тому +1

    Thank you, Adam. Had been waiting since long

  • @user-yd8wp8rz2b
    @user-yd8wp8rz2b Рік тому +5

    That was a lot of work for you. Thank you so much, Adam.

  • @ziaulislam87
    @ziaulislam87 Рік тому

    Fidelity holds Hong Kong shares or not?
    As would likely transfer if they dont

  • @rideordie1583
    @rideordie1583 Рік тому +1

    How do you know what brokers can hold Hong Kong shares?

  • @beedeebee179
    @beedeebee179 Рік тому

    I'm holding ADR on moomoo, will I be able to obtain these hk shares?

  • @lllleooosss
    @lllleooosss Рік тому +8

    You didnt mentioned the problem between china and taiwan, of course we ignore the doom and gloom but we cant argue that there are tension, and if those materialize it will be like gazprom. what do you think?

  • @davidgilday1678
    @davidgilday1678 Рік тому +3

    How would this effect ADR share holders?

  • @michelesbriglio
    @michelesbriglio Рік тому +1

    What will happen to the BABA stock in US market? Will it still exist?

  • @arian177
    @arian177 Рік тому +1

    Does anyone know what will happen to the options on Hong Kong exchange once they split the company?

  • @atanasmilenkov9962
    @atanasmilenkov9962 Рік тому +1

    Adam, great video, thanks! I`m holding the ADR listed in Frankfurt- AHLA; do you know if I`ll be getting the extra spin-off shares?

  • @kb-bg6vd
    @kb-bg6vd Рік тому +2

    What if I hold baba shares on td Ameritrade?

  • @DinhThucChannel
    @DinhThucChannel Рік тому

    How to buy index or etf . Best advice for me

  • @mrooah
    @mrooah Рік тому

    The intrinsic calculator you use, can I buy it? Is it included in one of your programs?

  • @DJVarmian
    @DJVarmian Рік тому

    Adam, could you please recommend me a broker to trade VIX?

  • @herbertvuijk8
    @herbertvuijk8 Рік тому

    What happens to options on IBKR? Normally you get a new ticker that includes the spinoff shares. Options contracts convert than to that new ticker. Although ibkr support HK shares they cant combine hk shares and nasdaq shares in one option contract right? How does that work?

  • @iseetworoads1772
    @iseetworoads1772 Рік тому

    Great video...btw, Alibaba also owns 33% ant financial. Shouldnt that be included in the valuation analysis? Ant will eventually ipo, but should be part of the valuation analysis i think...

  • @LifeStartsAtrpm-ru1xo
    @LifeStartsAtrpm-ru1xo Рік тому +4

    Hi Adam.
    Does this mean that the adr BABA is going to be delisted in the US? Or is that adr going to represent a basket of 6 shares of the split companies?

    • @AdamKhoo
      @AdamKhoo  Рік тому +9

      Only BABA ( the burger) will be listed on the US market. The other parts will be listed in HK

    • @mattmckeown3933
      @mattmckeown3933 Рік тому

      But we get the profits through the BABA adr?

    • @monykhiev7347
      @monykhiev7347 Рік тому

      @@mattmckeown3933 I think as a BABA ADR share holder, you will not be getting the full benefits of the split. As Adam mentioned, you may receive a cash dividend if a business unit splits into another company as the new company will not be listed in the US stock exchange. Sure, you get some cash of the IPO, as a one time payment. I think the best bet is to try and sign up for interactive broker and transfer the BABA shares to HK. If the split happens, you will get the new HK listing

    • @sinyaolee1007
      @sinyaolee1007 Рік тому

      @adam thanks for the insights! I have an SC trading account and can hold HK stocks. When Alibaba splits, will I be able to get the fries, nuggets and drink in the SC trading account?

  • @wangfred
    @wangfred Рік тому +2

    If it does well, why is this trick? It's a drowning person's last try to keep afloat.

  • @siokhoon98
    @siokhoon98 Рік тому +5

    Adam is so good with using analogy!

  • @MT-cp6ne
    @MT-cp6ne Рік тому

    On Fidelity when it breaks up does it automatically give you shares of the other companies?

  • @patrickhuynh4965
    @patrickhuynh4965 Рік тому

    Does anybody know if Robinhood and Webull support the HK stock exchange? Thanks in advance.

  • @angjelosmane9025
    @angjelosmane9025 11 місяців тому

    Hello Adam!
    Hope you are doing well,
    Firstly, your content is outstanding, rich in information and easy to absorb. Thank you for that! As you may know BABA reported earnings today and the stock dropped nearly 10% even though it beat expectations. An update would be well appreciated.
    Hope you have an amazing weekend!

  • @kierbaudy
    @kierbaudy Рік тому +2

    The video is super helpful but it does raise some questions. So if you own adr baba shares at $85 dollars a share and the cash distribution of those 3 parts is only $35 a share. So if we get that in cash, what happens to the baba shares? Does the price do down to $50 or do the adr baba share are only worth $35? I assume baba adr shares get discontinued? I sold most of my baba shares at a loss but I still have some in my ira account. It’s been an awful stock!

  • @bhavikshah5016
    @bhavikshah5016 Рік тому

    I hold Alibaba ADR shares using MooMoo broker, so is MooMoo eligible for giving us shares of the other new companies and if yes, where will the stock listings be - is in in HK or NYSE?

  • @bartzeegers3663
    @bartzeegers3663 Рік тому

    Best video on Baba thanks man👍🏼👍🏼👍🏼

  • @mrooah
    @mrooah Рік тому +1

    So what’s the game plan with BABA then? I was just about to start buying shares of BABA but I use TD Ameritrade. Am I better off opening an interactive brokers account and buying BABA and taking the other shares when it splits? I’m not too late for that am I?

  • @avocadoarmadillo7031
    @avocadoarmadillo7031 Рік тому

    Started building a modest position in them again.

  • @sundara6375
    @sundara6375 Рік тому

    @Adam Khoo, I'm one of the big 9988 bagholder from Thailand. I wonder once I get Alibaba Cloud share as the dividend, what will happen to 9988 stock? 9988's price and its valuation are still the same (considering itself as the holdings company)? Or its price & valuation will be dropped as part of it (Alibaba Cloud) is split out until it will finally be delisted from the market after the complete split of 6 companies? I believe it should be the first way (holdings company) but not sure about that. Can you please advise? Thank you 😊

  • @jefm3598
    @jefm3598 Рік тому +2

    Great video. Learned alot. I wonder do you do analysis on spec stocks like sofi? Would love to see you dissect their financials.

  • @SuperBaylisstic
    @SuperBaylisstic Рік тому +2

    How does it affect those who are holding leaps?

  • @jayechan7752
    @jayechan7752 Рік тому

    Do you mean I can hold the BABA ADR listed in US and be given HK shares even though I don’t have any 9988 HK shares?

  • @naormoshezada5557
    @naormoshezada5557 Рік тому

    And what about the risk of deletion?

  • @vincentcwli1
    @vincentcwli1 Рік тому +1

    You valuated BABA in 2022 @at 300...before all the political S***t happened

  • @vincentvincent997
    @vincentvincent997 Рік тому

    Are there correlations between baba and 9988?

  • @erictremblay9567
    @erictremblay9567 Рік тому

    Thanks Adam the vidéo i was waiting for👌

  • @eViL-PORCUPINE
    @eViL-PORCUPINE Рік тому

    Hi Adam,
    I’ve been a long time subscriber and devoted follower.
    Was hoping that you could offer me some guidance on what to do with my $BABA ADR’s.
    I really want to participate in the 6 company spinoff but only own 300 shares. They are all at IBKR and I can
    convert them to Hong Kong shares. I do however wonder if the conversion is going toe worth it considering the brokerage fee and the 13% tax on trades.
    Any advice you can give me?

  • @Ey_0830
    @Ey_0830 Рік тому +1

    Uncle Adam, what's the relationship between baba and ant group?

  • @kennethkho1147
    @kennethkho1147 Рік тому

    So do BABA shares automatically convert into HongKong stocks once the split has been executed on IB?

  • @BoltarThePirate
    @BoltarThePirate Рік тому

    Adam & friends, need your help. I own only a couple hundred Euros of Baba. I am concerned that the split brings a lot of problems with my bank fees, dont have Baba in my cheap brokerage account. I am thinking of selling before the split, because afterwards with these super tiny positions the fees would be way too high. What would you do?

  • @BoltarThePirate
    @BoltarThePirate Рік тому

    I have an important question for people with small portfolios: What do you think you should do with a small position of Baba stock (

  • @jkyou6262
    @jkyou6262 Рік тому +2

    Where is the Alipay ???

  • @ansonchng6192
    @ansonchng6192 Рік тому

    thank you Adam!

  • @z00ka8
    @z00ka8 Рік тому

    Very interesting video! Thank you so much for the summary Mr. Khoo

  • @michaelmarzan5330
    @michaelmarzan5330 Рік тому

    nice pseudo Freudian slip "bag holders" lol Was waiting for this one!

  • @santoshraju7907
    @santoshraju7907 Рік тому +1

    When is the split scheduled to occur?

  • @cavingada
    @cavingada Рік тому

    does someone have evidence for 4:44? Where can I read more rules on this?

  • @bobsonvb340
    @bobsonvb340 Рік тому

    Hi Adam, thanks for the video! I hold BABA shares using Fidelity broker, so is Fidelity eligibile for giving us shares of the other new companies?

  • @michelesbriglio
    @michelesbriglio Рік тому +1

    Do we already know when this split will happen? Thanks

  • @kastrooutlaw
    @kastrooutlaw Рік тому

    Since im only Holding 10-14 stocks at any time (2, max 3 of them Beeing China stocks) this is kinda annyoing. Would love to hear your, or your Teams insights of which of the "Sub" stocks to hold in the Future. Im guessing "E Commerce" "Logistics" and or the Core Business. Cloud i got enough with AMZN MSFT and Google.
    Will be interesting to see how these new "Companys" will perform. Sadly i will have to sell some of them.

  • @nw_angler
    @nw_angler Рік тому

    Curious if you have thoughts on MMM? Love your content.

  • @strangeboycnn19
    @strangeboycnn19 Рік тому

    Do you analyze Sea stock (shopee)? hope to hear your comment

  • @googlytrader
    @googlytrader Рік тому

    Nice BK analogy :)

  • @compound7269
    @compound7269 Рік тому +1

    Does this mean Alibaba will no longer be listed as an ADR?

  • @eddychandra2509
    @eddychandra2509 Рік тому

    Hi, How it affect the holder of HK index?

  • @financialwisdom432
    @financialwisdom432 Рік тому +1

    would fidelity get hongkong shares

  • @robertgarcia9652
    @robertgarcia9652 Рік тому

    Wtf , I have td Ameritrade and won’t receive the stocks in cloud , just bs man

  • @emilstorgaard8878
    @emilstorgaard8878 Рік тому

    When will the split of the stock happen?
    I would be really sad to lose my shares and get the cashout from my bank?
    I come from Denmark and I have been dollar avargeing from 180$ down to 60$ and have an average on 122$.

  • @wangfred
    @wangfred Рік тому +3

    With the chip ban, i dont know how long its cloud can last.

  • @kailoonchin
    @kailoonchin Рік тому +1

    HeMa such a good supermarket

  • @justinbeghly1384
    @justinbeghly1384 Рік тому

    If Cainiao shares are selling for 8.3x sales, I will sell those shares off day one. Low margin business, in a crowed space with no competitive advantage.

  • @investafter40
    @investafter40 Рік тому +1

    I sold my BABA shares more than 2 years ago at around 225 usd per share and invested the same money somewhere else during last year's bear market. Looking good so far.

  • @samlee2832
    @samlee2832 Рік тому

    Hi Adam, Could you do an analysis on DISNEY ? Their stock market has been hammered down pretty badly. It used to be one of the top few company to hold.

  • @jamestay6840
    @jamestay6840 Рік тому +2

    Breakup is just financial engineering. If it is so good, should keep it instead of distributing to shareholders. Do you see big tech like Google, Microsoft or Amazon do breakup?

    • @JimmyTimmy-v4n
      @JimmyTimmy-v4n Рік тому

      yes, Google's Parent Company, Alphabet did just that. So yes, Google, Microsoft, and Amazon isn't above doing that.

  • @user-em8fq2ev4b
    @user-em8fq2ev4b Рік тому +1

    China has repeatedly said they will eventually attempt to take taiwan. And I don't see anyway apart from a war....so, any other analysis is moot imo...

  • @jjw238
    @jjw238 Рік тому +2

    How do you feel the trade war between China and the US will affect BABA?

  • @kenlaing4572
    @kenlaing4572 Рік тому

    can you make a video on Paypal?

  • @danielyit2013
    @danielyit2013 Рік тому

    Does that mean BABA is better value than 9988? BABA cost $85 and 9988 cost $83 but 9988 has a lot more shares outstanding.

  • @ariyapholakkanet5104
    @ariyapholakkanet5104 Рік тому +1

    What is the intrinsic value for now?

    • @kastrooutlaw
      @kastrooutlaw Рік тому

      Watch the whole Video.. he did 2 calculations.

  • @jordanseah921
    @jordanseah921 Рік тому +2

    what does it mean for us bag-sorry shareholders. HAHA

  • @yongj5288
    @yongj5288 Рік тому

    How bout ants ? Will it be under Alibaba too?

  • @balasundaramjeelaga9356
    @balasundaramjeelaga9356 Рік тому

    Excellent 👍

  • @looploop6612
    @looploop6612 Рік тому +11

    As I said before. Keep away from Chinese stocks. If you don’t believe , let’s see in few years.

    • @JY88168
      @JY88168 Рік тому +2

      thank you 1st level thinker, we need more ppl like you

    • @michaelngo3678
      @michaelngo3678 Рік тому +1

      ​@@JY88168 the geopolitical risk is difficult to measure and Chinese stock market is irrational at times. what level of thinker are you? you can come back here and answer in couple years... no rush

    • @kastrooutlaw
      @kastrooutlaw Рік тому

      ​​@@michaelngo3678 another 1st lvl thinker. What did we learn about irrational behaviour? RIGHT, its the root of all wealth creation in the Stock market. Because irrational behaviour leads to misspricing of great companys. You iditified correclty that the China Stock market is irrational, but sadly you came to the wrong conclusion.

    • @wealthygypsy416
      @wealthygypsy416 Рік тому

      Adam I am very surprised you are not bullish on Ali it’s at one of the lowest price it has been in many years. BABA still growing plenty of buybacks in the future and complete reopening hasn’t reflected yet in regards to sales. Upside compared to downside is very attractive. Backing up the truck at these prices.

  • @liewnyokmeng9687
    @liewnyokmeng9687 Рік тому

    Alibaba Cloud want to launch IPO now…

  • @mitch8575
    @mitch8575 Рік тому

    Dude stealing the cloud from investors!!!!! That's a good deal???!

  • @garlicbread68
    @garlicbread68 Рік тому

    Hahaha u totally butchered their company names 😂😂😂 nice research!

  • @user-qp9so2zo1z
    @user-qp9so2zo1z Рік тому

    You made me go to burger king

  • @gamingmaniac6063
    @gamingmaniac6063 Рік тому

    💯😤

  • @emailjough
    @emailjough Рік тому

    Looks to me like IBKR wants to charge $500 USD to convert BABA ADR to ordinary shares. Is a conversion necessary to receive the other 5 company shares?

  • @josephlewis8624
    @josephlewis8624 Рік тому

    Thanks Adam !