$Alibaba(BABA)$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 

$Alibaba(BABA)$The topic of delisting had surfaced again. This time, a report that the PCAOB (SEC) refuted that an agreement with CSRC with regards to Audit is "Premature". So they can still act to delist ADRs if they cannot satisfy HFCAA standards 3 years in a row. (Yes, copied from Baseball).For the 6 Chinese ADRs in the warning list, the deadline will be 2024. All 249 Chinese ADRs will be on that list after their Q4 Final report. This problem had been around for about 20 years. To me, the risk Of delisting is about 10%. HFCAA came about during Trump's administration. A lot of it was due to Geopolitical tension of Tariffs. Of course, there was also Ruixing and Luckin Coffee which provided the ammo but the US have their Enron&

$Alibaba(BABA)$I don't think BABA will spend $25B just to get her share price to rise 12%. I'm excited to see the follow up.

$Alibaba(BABA)$The Analyst Ms Yap from Citi speculated that SoftBank may sell someshares because of the ADSs exercise. She also reiterated that BABA is worth $216 in theSAME report. Reading the entirety of this note has completely different undertone. Selective reporting at its best.

$Alibaba(BABA)$What AMZN did by splitting 20 - 1 was exactly the bullish situation I was hoping for when BABA registered the additional 1 Billion ADS.China's trade with Russia had increased significantly due to the obvious, excluding the $250 billion deal signed earlier before the Winter Olympics. Warehouses of Chinese E-commerce in Russia is almost empty due to stockpiling from Russians. BABA is consolidating and the next few quarters will be definitive. It is always darkest before dawn, I look forward to the light. So far,the light had been a train emerging from a tunnel for a lot of guys. However, whatever does not kill you make you stronger.The Chinese Fisherman benefitted  while the Bear and the Eagle fought

$Alibaba(BABA)$BABA's share price DOWN? Congratulations.Perplexed? For long term and value investors, this short term phenomenon should be celebrated. Why? Let me explain.BABA just announced upsized $25B (Extra large coke and fries) share buybacks. Assume BABA has only 3 shareholders. The price to buyout a shareholder is $50. BABA use her profit of $100 to buy out 2 shareholders. If the price reduce to $30 per buyout, BABA buys out all 3 and even have $10 left.Thus, for this period, the cheaper BABA share is, the more the $25 Billion can buy back. This will make long term holders much richer. Remember Ben's greatest words. Short Term voting machine Vs Long Term weighing machine. For the traders and punters, I wish you good

$Alibaba(BABA)$The incursion is in Ukraine, the sanctions is on Russia, the fear is in NATO, the strong inflation is in USA and the policy easing is in China. The Chinese played a good game.Collected 50% of my allocation for BABA. Half time now awaiting results.2nd half of collection starts after the 24th Feb. Investing should be a happy and exciting experience. Don't let daily fluctuations affect your logical and emotional mind. The fundamentals have not change much for BABA. 

$Alibaba(BABA)$So the SEC decided to timingly issue a warning against the 5 Chinese ADRs. This issue had been a dead ender for the last 10 years or more. Only the recent spat between China and USA brought it into the lime light.The contention is the Chinese Law regarding audits and data securities. That was what ended ANT & DiDi.So, the 2 parties namely SEC & CSRC is in negotiations and issue a statement that theyare close to finalising a solution. Hence, the CSRC gave the go ahead for VIE listing if it met with their approval. All these are well documented.Revisiting this issue at this time, I believe it is geopolitically motivated with China's refusal to be coerced into the Russia, Ukraine situation. Thus a little nudge.So, I w

$Alibaba(BABA)$Dedicated to JPMorgan's Mr. Alex Yao.