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Alibaba Stock Discussion

Ironman Latest Mark

2 hours ago

look out

$Alibaba (BABA.US)$ $BABA-W (09988.HK)$
BREAKING: Congress urging SEC to delist Alibaba and other Chinese companies, per FT

Stock_Drift

4 hours ago

$Alibaba (BABA.US)$

US lawmakers urge SEC to delist Alibaba and Chinese companies, FT reports | Reuters

151321843

4 hours ago

$Alibaba (BABA.US)$ shame some over there want to go back to stone age

Kohson

5 hours ago

Delist in US

$Alibaba (BABA.US)$ $BABA-W (09988.HK)$
Delisted in US, will need to buy back at ave price for the pass 3 or 6 months. The IPO price is at $92.70. Those shares during buy back initial during the times where is hit the lowest 60 plus.
Alibaba earn money or lose money for delist now, it is a simple maths.

TheGerries

6 hours ago

SEC will delist Alibaba and Chinese stock?

$Alibaba (BABA.US)$ so we will loose everything?

SKYWalkers

13 hours ago

what if China collapses today

we have to broadly look at the Great Organisation of Global Supply Chain and Cold War 2.0, as a managed contingency plan to China's collapse, which will happen inevitably as the downward trend is increasing clear with increasing evidence.
if you look at it as an instalment plan to reduce the pain instead of having a chronic shock at one go, it will make sense.
"If China were to collapse suddenly in a manner similar to the Soviet Union’s dissolution, the impact on gl...

Hoopski : If China collapses, where would Tesla get their precious minerals to make their cars from ??

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Yan Zhang8 Hoopski : China is everywhere, just as a factory.

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SKYWalkers OP Hoopski : Japan, since 2010/2013, I have to check back on my research, they already started rare earth stockpiling.
P.S. 2010, there was a Japan ministry document, I can't find it now.
https://www.weforum.org/stories/2023/10/japan-rare-earth-minerals/

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MOHD NOR B ABDULLAH : It is very difficult to predict, it is impossible for it to happen

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SKYWalkers OP MOHD NOR B ABDULLAH : it's not difficult to predict, economic collapse is inevitable, it's only a matter of time, when specifically, nobody can say for sure, but there are scholars who estimate 5 to 8 years, at the current rate of demise, so when the situation is desperate, you can see unusual activities from CCP.
"There is no precise date or universally agreed timeline for when China might reach a so-called "point of no return," as this depends on how you define that point—whether as economic stagnation, debt crisis, political instability, or geopolitical isolation. However, we can assess some key risk factors that could push China toward long-term structural decline if left unresolved:
1. Demographic Cliff (Peak Labor Force)
Fertility rate: ~1.0–1.2 (far below replacement)
Working-age population: Shrinking rapidly
Projection: By 2030–2035, China may face severe labor shortages, higher pension burdens, and slowing productivity.
2. Property and Debt Crisis
The real estate sector contributes ~25–30% of GDP.
Developers like Evergrande and Country Garden have defaulted.
Local government financing vehicles (LGFVs) are heavily indebted.
Point of concern: If defaults continue without reform, a financial or local government funding crisis could erupt by 2026–2028.
3. Innovation and Technology Decoupling
U.S.-led export controls (on semiconductors, AI chips, etc.) are beginning to bite.
Domestic firms are under pressure to achieve self-sufficiency in key sectors.
If decoupling accelerates without successful innovation, tech stagnation could set in by 2030.
4. Political Rigidity under Xi Jinping
Centralization of power and crackdown on private sector (e.g., Jack Ma, Ant Group)
Less room for policy experimentation
If political rigidity suppresses economic reform, China's growth model could stall permanently by the late 2020s.
Conclusion: Likely Timeline for "Point of No Return"
If major reforms are not enacted:
2026–2030: High risk of entering a “middle-income trap” scenario with prolonged low growth
2030–2035: Risk of economic stagnation becoming irreversible due to demographics, debt, and weak productivity."

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SKYWalkers

13 hours ago

$Alibaba (BABA.US)$
I am already immune to how Baba moves, without reason, even moving in tandem with US stocks, when economic reality is, that China export oriented companies will suffer more than US companies, which can alternate source.
long term is still bearish.
like $Tesla (TSLA.US)$ , it's a meme stock in 2025.

Cold War 2.0 Development (CCP)

$SPDR S&P 500 ETF (SPY.US)$
$Alibaba (BABA.US)$ $PDD Holdings (PDD.US)$
so the internet went wild over CIA's Mandarin video seeking to recruit spies from China.
MSN
- YouTube
- YouTube
this is the incoming Cultural/Propaganda War that I mentioned last year.
is CIA really recruiting spy from China using social media? Not really.
CIA already has a very good infiltration into PLA, particularly the Rocket Force, that's why the reveal of their manpower structure shook Xi to ...