The largest Buyback of Chinese stocks: Alibaba $25 billion!

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On March 22, Alibaba announced:

Increase the scale of stock repurchase from $15 billion to $25 billion.

It is reported that:

As of March 18, 2022, Alibaba has repurchased 56.2 million American depositary shares, valued at approximately $9.2 billion. This time, the repurchase scale was increased to US $25 billion, setting a record high for the repurchase amount of China Stocks, reflecting Ali's confidence in sustained growth in the future.

Some analysts said:

China concept stocks are at historically low levels, and repurchasing stocks will stimulate stock prices to rise, and a large-scale repurchase of China concept stocks may be about to begin.

Veteran @Violence_Panda says:

The rebound of Chinese concept stocks is not short-term, but a long-term "value return".

Other related reading:Buyback hit $1 trillion: Benefit to the Stock, and to the market.

...

Finally, let's talk:

  • Do you think Ali can continue to buy? Is this rebound of China Stocks long-term or short-term?

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  • setia100
    ·2022-03-22
    Excellent. Strong Cash position is put to good use to stabilising its share price 👍👏👏👏
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  • DiAngel
    ·2022-03-22
    Baa, baa,black sheep,🐏
    Have u any wool?
    Yes sir, yes sir,
    3 bags full.
    1 for the master
    1 for the dame
    & 1 for the little girl🌸who lives down the lane.Go $Alibaba(BABA)$ Go!🐎 long term investment
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    • DiAngelReplying toMHh
      Did u receive 300 coins yesterday? No clue where it came from as no notification
      2022-03-22
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    • MHhReplying toDiAngel
      Intel not exactly in my radar to comment
      2022-03-22
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    • MHhReplying toDiAngel
      Quite common right?
      2022-03-22
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  • Ron18
    ·2022-03-23
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  • Big Cat
    ·2022-03-23
    Nope...u need see the financial report. If good then maybe.
    No matter how much share buyback, it will eventually slowdown [Glance].
    I think Chinese stocks rebound is a short term thing=I maybe wrong
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    • Lgl
      Ok
      2022-03-23
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  • Investforget
    ·2022-03-23
    Rebound is short term. It will fall again unless they change policies @Mainstreet_Trades
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  • koolgal
    ·2022-03-23

    Buybacks seem to be very much in vogue these days but Alibaba's recent announcement that it would buyback USD 25 billion is the largest in a Chinese ADR!

    It signals to investors that Alibaba has confidence in its business, is profitable and has the funds to do so.  It also seeks to reassure investors through what has been a rough ride for Alibaba as its share price has tanked more than 50% so far.

    Alibaba's massive buyback also increase earnings per share (EPS) by reducing the number of shares outstanding.  Overall this is a brilliant move by Alibaba and investors have shown their resounding approval by the jump in its share price.

    @Mainstreet_Trades   The largest Buyback of Chinese stocks Alibaba

    @TigerStars  

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  • Kaixiang
    ·2022-03-22
    We see strong bullishness for short term as Chinese tech continues rally amid the positive news from Chinese govt. Long term risks of regulations, delisting & China stance towards war not addressed
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  • MHh
    ·2022-03-22
    The rebound is likely long term but also depends on whether there will be more regulatory headwinds and trade war. Still a good price to buy
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    • MHhReplying todoubleZ
      Common month of bonus for most! The eagerly awaited month[Miser]
      2022-03-24
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    • doubleZReplying toMHh
      Hahah good observation
      2022-03-23
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    • MHhReplying todoubleZ
      Ah… june is bonus month!
      2022-03-22
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  • SPOT_ON
    ·2022-03-22
    INTRINSIC VALUE OF ALIBABA AT VERY CONSERVATIVE LEVEL IS AT LEAST $190 TO $220

    BUY NOW WHEN CHEAP

    @Mainstreet_Trades

    @Niki2307

    @Venus_M

    @Kaixiang

    @DiAngel

    @Joker_Smile

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    • Kaixiang
      Very bullish now, the reversal is nth short of amazing [Call]
      2022-03-22
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    • DiAngelReplying toSPOT_ON
      Thanks
      2022-03-22
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    • SPOT_ON
      good 👍 👍 👍 👍 👍 👍 👍
      2022-03-22
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  • ___ _
    ·2022-03-22
    I believe we can still buy BABA.  But we must have a longer horizon in holding it to see it bear fruits.
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  • muiee
    ·2022-03-25

    Based on previous two shares buy back of 4bil and 5bil, it's given a boost to ‌$Alibaba(BABA)$ ‌ ‌share price, but only short-term and then downtrend resumed. See graph from Bloomberg below. Remained to be seen if this latest 10bil buy back, being largest coupled with likely ending of regulatory crackdown would be enough catalyst to reverse the downtrend.

    Chinese concept stock as sector using Golden Dragon China Index HXC as proxy, price is just near top of a long downtrend channel since crackdown Mar 2021 on Daily chart (see below). If price could break out of channel and aim for 200MA (blue trend line) then downtrend would reverse and rebound would be long-term. For now, outlook is unclear, need to be patient, see how price action develops over next few weeks.





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  • HelenJanet
    ·2022-03-22
    I think $Alibaba(09988)$ can continue to buy in small amount to observe the situation first as the price is quite low now. I think this rebound of China stocks is short term.
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    • HelenJanet
      This is becos I have lost confidence in China stocks based on my past 1 year experience.
      2022-03-22
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  • surfer guy
    ·2022-03-25

    $Alibaba(BABA)$  ‌certainly has the cash reserve for shares buyback. Even at 25bil, this represents just shy of 40% of its 64bil in accumulated cash, as reported in most recent quarter.

    Shares buyback is a successful strategy to boost share price by US tech megacaps, the likes of Microsoft, Meta and Apple. So, it is not suprising to see high growth Chinese concept stocks, ‌‌$TENCENT(00700)$  ‌‌‌$XIAOMI-W(01810)$  ‌also jumping on the buyback train, announcing larger purchases. Investing in oneself to boost price is one way to also boost investors’ confidence, they might just flock back to Chinese stocks. Together with govt regulators aiming to keep markets stable, these might just be the fuel to power the price train higher again for the sector.

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  • StayHome
    ·2022-03-23

    The increase of stock repurchase for $Alibaba(BABA)$ could imply tat the company is confident in their biz and they hv the Cash to buy back especially when the stock value is low compared to its ATH …. the rebound of the stock can be short term but the effect could be long term .... [Thinking] [Observation] 

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    • StayHomeReplying toCyrilDavy
      Yes, buy low when funding is available ….
      2022-03-23
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    • StayHomeReplying toChristKitto
      It’s good they buy back their shares when they hv cash on hand ….
      2022-03-23
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    • StayHomeReplying topoppii
      As a profitable company Alibaba shd be good …. whether the stock will rise, it depends …. maybe after the company done their repurchase program ….
      2022-03-23
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  • Wayneqq
    ·2022-03-22
    Share buyback is always welcome by investors becos it helps boost up the stock price.. and it shows that the company management is confident of their position and execution to bring in profit
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  • diggydog
    ·2022-03-22

    Buyback at an undervalued price is a great capital allocation that will benefit $Alibaba(09988)$ shareholders. And they do have the cash to support the move. It is also a signal that they believe the current price doesn't reflect their intrinsic value and future potential.

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  • CY09
    ·2022-03-22

    I think can buy now. Float cap is only US$190 billion and Alibaba has $25 billion of sharebuyback program. This means at current prices it will buy back 12% of its float. Alibaba is throwing down the gauntlet against shorters


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  • Joker_Smile
    ·2022-03-22
    Alibaba is a sure-buy. Fundamental strong, good for value, price dropped ridiculously low, affected by govt decision. Rebounce for sure, matter of time, aided by positive news. Go Go $Alibaba(BABA)$
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  • SR050321
    ·2022-03-23
    Downtrend market $Alibaba(BABA)$ is a good buy if you like the business. Buy back announcement add confidence to investor, means the share outstanding is reduced, the shared more valuable [Cool]
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  • PJoo
    ·2022-03-22
    Good time to buy after gov committed to halt regulations against tech stocks couple with $Alibaba(BABA)$ share buy back for another 60% indicate potential upside.
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