Raeley Love Sex Holy ! & Pt 2 Miami Vineyard

Baba currently has 2.46 the weight of bidu in fxi, a broad chinese large cap index

This suggests that, when and if they come, positive flows to china from passive funds and bespoke baskets may benefit baba much more than bidu In other words, i want an asset with heavier exposure to china and a risk/reward profile that suits my portfolio Baba does not get the share value by nullifying the vie, since shareholders still own the vie, so if it loses value it also loses value for alibaba Also, even if you buy 9988 (baba in the honk kong exchange) you are still buying the vie so hk investors would be screwed as well. Baba) is delisted you should be able to ask your broker to convert your us shares to hong kong shares (hkex 9988), one share of baba is equal to 8 shares of 9988

If you were unable or unwilling to convert your shares us shareholders will still hold their shares However, the shares would trade in the otc market. The stock ticker baba isn't actually regulated by the sec like most companies are, the numbers given to the sec can't be back checked through baba's books, they can only look at what is given to them Yes, there’s a 10% withholding tax on baba dividend for singapore residents Check your account statement and you should see it. Why would they trust baba’s accounts when it is well known that a very large number of large china enterprises fudge their accounting numbers a lot and in very creative ways

I recently studied a chinese company that seems to be doing really well

It owns a very famous consumer brand and controls 60% of the market share in its industry. The thing about baba is, the valuation is absolutely bonkers Not even meta was trading so cheap a couple of years ago But baba stock will only pop, if the us and china improve their relations If there's a conflict in taiwan, even if baba is still profitable, no hedge fund will touch it The other thing is having the ccp as partner.

Adr to ordinary share ratio Receive 8 ordinary shares (09988:xhkg) for every 1 adr held (baba:xnys) Any cost required to cancel adr will be pass on to shareholders Clients are advised that instructions submitted for non default option can’t be changed or amended after deadline is passed Further, clients are advised to not to sell the holdings once they instruct to exchange. I held baba a while and got out

From a value standpoint i loved it but china burned me and i now stay away.

Great stock at this price imo, but mungers timing and portfolio risk management on this one was a shocker by his lofty standards.