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Alibaba’s $4.5 billion convertible bond sale oversubscribed as tech giant boosts funds for share buy-backs

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Alibaba Group Holding Raises US$5 Billion through Convertible Bonds for Share Buy-Backs and Strategic Clarity

Alibaba Group Holding Raises $5 Billion in Convertible Bonds for Share Buy-Backs

Alibaba Group Holding, the Chinese tech giant, has announced a groundbreaking move to sell up to US$5 billion worth of convertible bonds to fund its share buy-backs. This decision comes as the company’s leaders declared e-commerce and cloud computing as its core businesses, signaling a strategic shift towards clarity.

The Hangzhou-based firm, which also owns the South China Morning Post, expects to raise close to US$4.5 billion from the initial sales, with an option for purchasers to buy an additional US$500 million of notes. This offering, Asia’s largest-ever convertible bond transaction and the world’s biggest since 2008, has garnered a positive market response and was oversubscribed multiple times, according to sources familiar with the matter.

Alibaba’s management’s confidence in the company’s fundamentals is evident in this latest move. By choosing to issue convertible bonds over US-dollar bonds, the company aims to benefit from lower financing costs. The conversion will only be triggered after the price of Alibaba’s American depositary shares (ADS) reaches US$161.6.

In the first quarter, Alibaba announced a significant buy-back plan, spending US$4.8 billion to repurchase 524 million ordinary shares, equivalent to 65 million ADS. This aggressive stock buy-back marks the company’s most substantial repurchase since 2021, bringing the total to US$12.5 billion shares in its financial year ended March.

Alibaba’s chairman Joe Tsai and chief executive Eddie Wu Yongming emphasized a return to a start-up mindset in their recent letter to shareholders. They highlighted e-commerce and cloud computing as the company’s core businesses, following a restructuring last year that aimed to streamline operations and focus on key areas of growth.

The company’s strategic focus on user experience, AI, and long-term growth reflects its commitment to innovation and leadership in the tech industry. With a clear vision for the future, Alibaba aims to maintain its position as a leading public cloud infrastructure and platform technology provider in China.

As Alibaba continues to invest in its core businesses and technological innovations, the company’s leaders are taking a long-term perspective on decision-making. With a focus on growth, profitability, and sustainability, Alibaba is poised to navigate the ever-evolving tech landscape with confidence and strategic clarity.

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