Coincidence Or Premeditation? Alibaba'S Hard Core Shareholders Have Another Secret.

SoftBank Group, the Alibaba's hard core shareholder, has broken the market share for the first time in 16 years. The news is a great shock to the market.

On Wednesday (June 1st), Softbank and Ali jointly held a press conference to announce the details of the sale to investors.

Softbank president and chief operating officer Nikesh Arora (Nikesh Arora) said Softbank approached Mr. Ali and Alibaba Chairman Ma Yun about 6 months ago.

Cai Chongxin, executive vice chairman of the board, discussed the sale of shares.

Last Wednesday (May 25th), the 20-F annual report submitted by Alibaba group to the US Securities Regulatory Commission (SEC) showed that Ali group was receiving investigation and inquiries from SEC, which started at the beginning of this year.

Softbank contacted Ali to reduce its stake by "6 months ago", which is also the beginning of this year.

The major shareholder of the iron and steel group proposed that the reduction of Ali shares is almost the same as the US Securities Regulatory Commission's investigation into Ali, and the two details are linked together.

For the SEC investigation, Ali stressed that this is only a routine procedure which does not mean that there is any violation.

SEC also cautioned that the investigation is still in progress, and the investigation itself does not represent Alibaba's existence of irregularities.

But influenced by this news, Ali

When the world lost 5.53 US dollars, the decrease was 6.8%, the second largest single day decline since the company went public in September 19, 2014.

On Wednesday, May 25th, for the first time, the outside world knew that Ali was being investigated by SEC. As a major shareholder of Alibaba, the news should be known as early as the beginning of this year.

Softbank, Japan, announced on Tuesday (May 31st) that it would sell at least $7 billion 900 million in Alibaba holdings.

Ali said on Wednesday (June 1st) that Singapore's sovereign wealth fund bought $1 billion of stock in its $8 billion 900 million shareholdings sold by Softbank.

That is to say, after Softbank sold $7 billion 900 million, it added $1 billion to cash in 8 billion 900 million dollars.

Affected by this, Alibaba shares once again fell 6.5% to 76.69 U.S. dollars.

In 2000 and 2004, Softbank was invested in Alibaba by 20 million and 60 million US dollars respectively.

In the 16 years of investment in Ali, Softbank has never sold any Ali stock.

In terms of the current market value of Ali, Softbank has gained nearly 1000 times in its 16 years.

Investment Ali has also become the most glorious thing for Softbank founder Sun Zhengyi.

For this "break the ring", Ali and Softbank explained in order to "reduce debt".

Since 2013, Softbank has been heavily indebted. In fiscal year 2014-15, Sprint suffered a loss of 15 billion dollars.

According to statistics, Softbank now has more than 100 billion dollars in debt, and Moodie, the US rating agency, has lowered its long-term credit rating to Softbank.

The reason for Softbank's "debt reduction" is naturally convincing, but it is too coincidental to propose that the reduction of Ali shares is almost the same as that of the US Securities Regulatory Commission.

And for this reason, "Arda" (Ali's largest shareholder Softbank) can cash in, "ah two" (ALI two shareholder Softbank) will not imitate it? YAHOO and Softbank are also debt ridden.

YAHOO was once the largest shareholder of Alibaba, with a shareholding ratio of up to 40%, and then gradually reduced from "ADA" to "two". As of March 31, 2016, YAHOO held 383565416 shares of Alibaba shares, with a shareholding ratio of 15.4%, and the holding value of Ali was 31 billion US dollars.

According to the analysis of the Wall Street journal, YAHOO also has potential selling risks.

Lately

It has been very annoying. Not long ago, Alibaba was suspended from membership of the international anti fake Alliance (IACC). Then it was reported that the company was investigated by the US Securities Regulatory Commission (SEC).

If "ah two" and "a three" follow suit, this confidence in Ali's share price will be hit.