BABA US01609W1027

Report

Delayed Nyse - 05/27 04:00:57 pm EDT
93.41	USD		-1.13%

11:38a	UBS Adjusts Alibaba Group Holding Price Target to $130 From $140, Maintains Buy Rating	MT
10:15a	HSBC Adjusts Alibaba Group Holding Price Target to $146 From $156, Maintains Buy Rating	MT
10:15a	Baird Adjusts Alibaba Group Holding Price Target to $134 From $144, Maintains Outperform Rating	MT

Company

Business Summary

Alibaba Group Holding Limited is the leading online Chinese marketplace. The group provides computing platform allowing individuals and professionals to make their buying and selling transactions of goods and services. The activity is organized around 3 areas:

- operation of e-commerce platform: Websites holding (Alibaba.com, Taobao.com, Tmall.com, Juhuasuan.com, Aliexpress.com, 1688.com, etc.);

- online payment services: services ensured through the Alipay.com platform;

- other: development of price comparison, interface and Web application portals, dematerialized management platforms of computing infrastructure, etc.

Net sales break down by source of income into sale of e-commerce services (86.6%), sale of computing services (8.4%) and other (5%).

Number of employees : 251 462 people.

Sales per Business

	2020		2021		Delta
Core Commerce - China Commerce Retail	47 762.00	65.3%	69 865.40	66%	+46.28%
Cloud Computing	5 743.78	7.9%	8 867.34	8.4%	+54.38%
Core Commerce - Cainiao Logistics Services	3 191.26	4.4%	5 495.33	5.2%	+72.2%
Core Commerce - International Commerce Retail	3 491.25	4.8%	5 081.90	4.8%	+45.56%
Core Commerce - Local Consumer Services	3 651.58	5%	4 651.52	4.4%	+27.38%
Digital Media and Entertainment	3 868.04	5.3%	4 599.75	4.3%	+18.92%
Core Commerce - Others	1 340.21	1.8%	2 285.42	2.2%	+70.53%
Core Commerce - International Commerce Wholesale	1 377.10	1.9%	2 123.32	2%	+54.19%
Core Commerce - China Commerce Wholesale	1 783.74	2.4%	2 112.41	2%	+18.43%
Innovation Initiatives and Others	953.52	1.3%	713.43	0.7%	-25.18%
USD in Million

Sales per region

	2020		2021		Delta
China	73 162.50	100%	105 796.00	100%	+44.6%
USD in Million

Managers

Name	Title	Age	Since
Yong Zhang	Executive Chairman & Chief Executive Officer	49	2019
John Michael Evans	Independent Director	63	2014
Hong Xu	Chief Financial Officer	48	2022
Li Cheng	Chief Technology Officer	46	2019
Kevin Jinwei Zhang	Secretary	-	-
Peng-Hung Tung	Chief Marketing Officer	51	-
Shan Dai	President-B2B Business	-	-
Matthew Bassiur	VP, Head-Global Intellectual Property Enforcement	-	2016
Jian Feng Zhang	President-Alibaba Cloud Intelligence	48	2019
Jun Fang Zheng	Chief Risk & Platform Governance Officer	47	2017

Members of the board

Name	Title	Age	Since
Yong Zhang	Executive Chairman & Chief Executive Officer	49	2019
Chee Hwa Tung	Independent Director	84	2014
Teh Ming Kwauk	Independent Director	68	2014
Wan Ling Martello	Independent Director	63	2015
Chih Yuan Yang	Independent Director	52	2014
Wei Jian Shan, Dr.	Independent Director	67	2022
Chung Tsai	Executive Vice Chairman	57	1999
Wei Wu	Director	53	2022
John Michael Evans	Independent Director	63	2014
Kabir Misra	Director	51	2020

Equities

	Vote	Quantity	Free-Float		Company-owned shares		Total Float
Stock A	1	21,699,031,448	21,186,000,000	97.6%	0	0.0%	97.6%

Shareholders

Name	Equities	%
DST Managers Ltd.	24,285,421	0.90%
OppenheimerFunds, Inc.	19,377,902	0.72%
PRIMECAP Management Co.	17,358,547	0.65%
Fisher Asset Management LLC	14,445,021	0.54%
HSBC Global Asset Management (UK) Ltd.	13,608,712	0.51%
T. Rowe Price Associates, Inc. (Investment Management)	13,287,616	0.49%
Goldman Sachs International	12,731,632	0.47%
E Fund Management Co., Ltd.	12,150,324	0.45%
Dodge & Cox	11,920,270	0.44%
Temasek Holdings Pte Ltd. (Investment Management)	9,083,997	0.34%

Name	Equities	%
SoftBank Group Corp.	5,345,061,944	24.8%
Ma Family	477,348,512	2.22%
The Vanguard Group, Inc.	445,946,266	2.07%
APN Ltd.	400,000,000	1.86%
BlackRock Fund Advisors	349,087,581	1.62%
Norges Bank Investment Management	227,337,964	1.06%
Baillie Gifford & Co.	218,756,296	1.02%
Chung Tsai	171,119,232	0.79%
BlackRock Advisors (UK) Ltd.	101,054,440	0.47%
Jack Ma Philanthropic Foundation	93,982,736	0.44%

Name	Equities	%
Caixa DTVM SA	1,600,119	0.0003%
BTG Pactual WM Gestão de Recursos Ltda.	220,238	0.0000%
Stonex Investimentos Ltda.	197,548	0.0000%
BB Gestão de Recursos DTVM SA	175,277	0.0000%
Principal Gestão de Investimentos Ltda.	78,100	0.0000%
Argucia Capital Gestão de Recursos Ltda.	71,790	0.0000%
Machado De Almeida Asset Management Ltda.	70,735	0.0000%
Continuous Capital LLC	70,480	0.0000%
Vokin Administração de Recursos LTDA	32,000	0.0000%
Turmalina Gestão e Administração de Recursos SA	31,000	0.0000%

Name	Equities	%
Baillie Gifford & Co.	692,828	0.0004%
Morgan Stanley Investment Management Co.	15,011	0.0000%
Wellington Management Co. LLP	0	-

Holdings

Name	Equities	%	Valuation
SENSETIME GROUP INC. (20)	2,411,030,000	9.28%	1,591,762,006 USD
HUATAI SECURITIES CO., LTD. (601688)	268,199,233	3.67%	543,564,750 USD
BEIJING SHIJI INFORMATION TECHNOLOGY CO., LTD. (002153)	195,200,254	22.2%	530,450,834 USD
STO EXPRESS CO., LTD. (002468)	382,700,542	25.0%	486,871,630 USD
ONE97 COMMUNICATIONS LIMITED (PAYTM)	40,631,822	6.26%	309,060,672 USD
SANJIANG SHOPPING CLUB CO., LTD.	136,919,600	100.0%	217,009,351 USD
SINGAPORE POST LIMITED (S08)	327,649,907	14.4%	169,650,569 USD
BAOZUN INC. (9991)	26,469,422	13.0%	67,402,001 USD
HANGZHOU SF INTRA-CITY INDUSTRIAL CO., LTD. (9699)	51,844,000	22.4%	43,610,136 USD
RED STAR MACALLINE GROUP CORPORATION LTD. (601828)	42,527,339	1.18%	32,216,586 USD

Markets and indexes

- Main Market

- Hang Seng /

Stock Exchange Codes


- Bloomberg Code :	BABA:US
- Reuters Code :	BABA.N
- Datastream Code :

Company contact information

Alibaba Group Holding Limited
969 West Wen Yi Road
CN-ZJ 311121 Hangzhou, Zhejiang

Phone : +86 571 8502 2077
Fax : +86 571 8526 9066
web site : http://www.alibabagroup.com