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Alibaba IPO is the World’s Biggest Ever

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Alibaba’s listing on the New York Stock Exchange is now the biggest ever. Priced at $68, the IPO initially raised $21.8 billion for the Chinese company surpassing Visa’s 2008 IPO ($17.8 billion) and Facebook’s 2012 IPO ($16 billion) but just shy of the record set by Agricultural Bank of China Ltd in 2010 ($22.1 billion).

Due to strong investor demand, underwriters exercised an option to release 48 million additional shares bringing the IPO to $25 billion — the largest in history.

Alibaba stock closed at $93.89 on its first day of trading, up 38% from its IPO price. At these prices levels, Alibaba’s market capitalization is already larger than blue chips like IBM, Oracle, Bank of America and Coca-Cola.

The e-commerce giant already processes more volume of merchandise than Amazon and eBay combined. Alibaba’s network of sites like Taobao, Tmall, Alipay and Alibaba.com dominates 80% of e-commerce in China as the country’s middle class and Internet usage continues to grow. Despite its size, Alibaba is still growing at breakneck pacerevenue in the first quarter this year grew 38% year-on-year and the second quarter grew 46% year-on-year.

One company that’s benefiting from Alibaba’s historic IPO is Yahoo which owned 22.6% of Alibaba pre-IPO. In a regulatory filing, Yahoo sold 140 million shares in the IPO netting itself $9.4 billion in cash.

We talked about Yahoo and the Alibaba IPO on radio back in April and June as we discussed how Yahoo’s stake in Alibaba was a way to invest in Alibaba pre-IPO. Yahoo stock has returned 158% in two years leading up to Alibaba’s IPO.

yhoo-chart

Chart: Yahoo Finance

We’ll be sharing a case study on our analysis and investment in Yahoo soon, while Investment Quadrant members will receive a video case study as well. Do watch out for that!

The post Alibaba IPO is the World’s Biggest Ever appeared first on The Fifth Person.


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