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Ali equity exposure: Japan's SoftBank holds 23.9%, Cai Chongxin holds 1.4%, what about Ma Yun?

author:Simple Finance Live

On July 26, Alibaba Group released its fiscal 2022 annual report, and since Alibaba is a U.S. and Hong Kong-listed company, the time used to release the financial report is not a natural year.

According to the annual report data, Alibaba's revenue in fiscal 2022 reached 853 billion yuan, an increase of nearly 20% year-on-year, if it does not include Gaoxin Retail (RT-Mart), then Ali's revenue is 770.7 billion, which shows that RT-Mart's contribution to Ali's revenue is more than 80 billion. Even so, Ali's revenue is not as good as JD.com, which last year's revenue reached 951.6 billion yuan, and this year or exceed 1 trillion yuan.

Ali equity exposure: Japan's SoftBank holds 23.9%, Cai Chongxin holds 1.4%, what about Ma Yun?

In terms of profits, Ali also fell, with net profit plunging 67% year-on-year, and if the net profit according to non-GAAP should be 136.3 billion yuan, down more than 20% year-on-year.

The decline in profit scale is currently a problem for most Internet companies, Jingdong despite the high scale of revenue, in one fell swoop became the largest private enterprise in China, but Jingdong lost 3.6 billion yuan last year, even the Internet "king of profits" Tencent, in the latest financial report can see the decline in net profit level, the first quarter of this year profit fell by 51%.

At the same time, Alibaba's annual report also disclosed the latest equity information, as of mid-July 2022, Alibaba's largest shareholder is still Japan's SoftBank Group, with a shareholding ratio of 23.9%, while In July 2020, SoftBank's shareholding ratio was 24.9%, so SoftBank Group reduced its stake by 1% in 2 years.

Ali equity exposure: Japan's SoftBank holds 23.9%, Cai Chongxin holds 1.4%, what about Ma Yun?

Every time Son Zhengyi cashed out Ali shares to repay debts, SoftBank lost money again last year, SoftBank's Vision Fund lost $27.5 billion in fiscal 2021, equivalent to 185.8 billion yuan, and 32 of the 34 companies it invested in were losing money. The most valuable in Sun Zhengyi's hands is Ali stock, which is slightly reduced every time, and after so many years, it still maintains the status of the largest shareholder.

Tsai Chongxin, who is currently the vice chairman of alibaba group's board of directors, has not changed much, with a slight reduction of 0.2% compared to 2 years ago.

Tsai Chongxin is one of the partners of Alibaba, Tsai Chongxin graduated from Yale University in the United States, with a double degree in economics and law, worked on Wall Street in the 1990s, served as a vice president of a company and the head of the Asian region, with an annual salary of 700,000 US dollars, but in 1999, Tsai Chongxin quit his high-paying job and joined Alibaba, when Ali's salary was 500 yuan per month.

Ali equity exposure: Japan's SoftBank holds 23.9%, Cai Chongxin holds 1.4%, what about Ma Yun?

It is the addition of Tsai Chongxin that makes Alibaba look new and is a great contributor to Alibaba's equity design and late financing. In 2019, Tsai Chongxin spent $1.3 billion to buy a 51% stake in the NBA Nets, and in 2021, Tsai Chongxin ranked 87th on the Hurun Rich List with a value of 63 billion.

So, how much alibaba does Jack Ma currently hold? Judging from the information disclosed in the annual report, Ma Yun did not appear in the list of major shareholders, on the grounds that Ma Yun had stepped down as chairman of the board of directors and CEO of Alibaba. It should be known that last year, Ma Yun's shareholding ratio has dropped below 5%, the data in 2020 is 4.8%, and this year's Ma Yun shareholding ratio is naturally less than 4.8%.

In 2020, Ma Yun reduced his stake in Alibaba and cashed out more than 40 billion yuan, and Ma Yun's shareholding ratio fell below 5% for the first time. However, Jack Ma is still Alibaba's largest individual shareholder, still controlling Alibaba through partnership agreements.

Ali equity exposure: Japan's SoftBank holds 23.9%, Cai Chongxin holds 1.4%, what about Ma Yun?

In June this year, some media took photos of Ma Yun appearing in Spain to play, and ma Yun docked on the shore to build a luxury yacht that Ma Yun spent 1.3 billion yuan last year. In fact, Ma Yun appeared in Europe as early as last year, in addition to playing, Ma Yun also examined the agricultural economy of Spain and the Netherlands, and it can be seen that Ma Yun's life after retirement is very leisurely, while not forgetting to pay attention to agriculture, education and charity.

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