Alibaba

• MIH Is A Good China Partner, Yahoo Is A Bad China Partner
  Posted by bbishop on January 31st, 2012 at 3:48 am, Comments: 0

  Share on StockTwits Yahoo ($YHOO) owns nearly 40% of Alibaba. Jack Ma is desperate to cut its stake and used alleged Chinese government discrimination against [...]

• Tweeting Sina Q3 Earnings Call
  Posted by bbishop on November 8th, 2011 at 10:43 pm, Comments: 0

  Share on StockTwits Sina released Q3 earnings today. I listened to the conference call and tweeted what I found interesting. For convenience I have appended [...]

• Chinese Internet Firms Pledge Self-Discipline, Again
  Posted by bbishop on November 7th, 2011 at 5:08 am, Comments: 0

  Share on StockTwits From The AFP’s China web firms vow to curb ‘harmful’ information: The heads of China’s largest Internet and technology firms have vowed to [...]

• WSJ Says Yahoo And Alibaba Are Bickering Over Terms
  Posted by bbishop on October 28th, 2011 at 1:44 am, Comments: 0

  Share on StockTwits Yahoo ($YHOO) is considering a way to save billions of dollars in taxes from a sale of its Alibaba stake, according to [...]

• Who Manufactured The VIE Panic?
  Posted by bbishop on October 17th, 2011 at 5:05 am, Comments: 0

  Share on StockTwits Southern Weekend has a good article about the variable interest entity issue–谁制造了VIE恐慌 (Who manufactured the VIE panic?). It is in Chinese, and if [...]

• Bloomberg Keeps VIE Fears Alive: China Companies Evading Rule With U.S. Listings Stump Regulators
  Posted by bbishop on October 10th, 2011 at 3:23 am, Comments: 0

  Share on StockTwits Bloomberg is keeping variable interest entity fears alive with today’s story China Companies Evading Rule With U.S. Listings Stump Regulators. (See my September 2 [...]

• Jack Ma’s Talk At The Stanford China 2.0: The Rise Of A Digital Superpower Conference
  Posted by bbishop on October 6th, 2011 at 8:43 pm, Comments: 0

  Share on StockTwits The video of Alibaba Chairman Jack Ma’s talk at the recent China 2.0: The Rise of a Digital Superpower conference is now [...]

• The US Government Would Likely Block An Alibaba Purchase of Yahoo
  Posted by bbishop on October 3rd, 2011 at 5:40 am, Comments: 0

  Share on StockTwits Alibaba CEO Jack Ma said Friday that he is moving to the US for a year and is interested in buying all [...]

• China VIE Issue Overblown, Vice Premier Issues Directive To Recognize Existing Ones?
  Posted by bbishop on September 19th, 2011 at 3:00 am, Comments: 0

  Share on StockTwits Earlier today I commented on a somewhat alarming story about the variable interest entity (VIE) structure that many Chinese companies use to [...]

• Reuters: China VIE Company Structure Under Threat
  Posted by bbishop on September 18th, 2011 at 9:46 pm, Comments: 0

  Share on StockTwits [UPDATE: This issue may be a bit exaggerated, if one of of China's veteran executives has good information. Xie Wen claims that [...]