# Ant Group Discussion

**URL:** <https://community.trading212.com/t/ant-group-discussion/24548>\
**Category:** 📊 Investing\
**Created:** [October 30, 2020, 11:08am UTC](https://community.trading212.com/t/ant-group-discussion/24548 "2020-10-30T11:08:27Z")\
**Posts on this page:** 20\
**Page:** 3

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**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 10:31am UTC](https://community.trading212.com/t/ant-group-discussion/24548/42 "2020-12-24T10:31:11Z")

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I would hope that we would still receive equal shares in the split companies, but before the ant ipo I believe they offered the government a free choice of what to take so I presume this would be a gift and received by shareholders as an overall loss? @Vedran seems to be clued up on baba stock and the whole ant group thing I’m fairly new to the party but feeling more uncomfortable by the minute.

It’s worth noting though that amazon shareholders faced fears of bankruptcy just before the boom? Could be worth adding to your risk calculation.

Update pre market down by over 7% but inflow orders are up

If I hadn’t of leveled down i would be over 35% down this afternoon, as it stands I’m still going to be over 15% down.  
When is it too much?

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**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\
**Post date:** [December 24, 2020, 12:58pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/43 "2020-12-24T12:58:22Z")

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Well I know I am always wrong in short term. With that said I will buy more today. BABA is my biggest position in growth space.

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**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 1:17pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/44 "2020-12-24T13:17:36Z")

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10% down today now though this is turning sour? No word from Jack ma either isn’t helping much.  
I think this stock is being dumped across the board due to uncertainty during the holidays

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**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\
**Post date:** [December 24, 2020, 1:19pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/45 "2020-12-24T13:19:00Z")

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They say, buy when blood starts running the streets.

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**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 1:20pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/46 "2020-12-24T13:20:29Z")

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As long as its not your own

I’m going to hold for now but I don’t see any gains in this environment at all

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<div class="post-metadata">

**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\
**Post date:** [December 24, 2020, 1:47pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/47 "2020-12-24T13:47:31Z")

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![Screenshot_20201224-144642_Trading 212](https://europe1.discourse-cdn.com/flex013/uploads/trading212/original/2X/3/3c3abf48b3baee565a4826795573980a79da925d.jpeg)

The lovely limit. 🥳

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**Author:** ![libreus](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/libreus/32/5194_2.png) [@libreus](https://community.trading212.com/u/libreus)\
**Post date:** [December 24, 2020, 2:59pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/48 "2020-12-24T14:59:01Z")

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Your target is 213 $?

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<div class="post-metadata">

**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 3:18pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/49 "2020-12-24T15:18:25Z")

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I’m almost certain this stock is toast, I’m no expert but my gut is telling me to dump this and wait until they announce something then get back in later down the line

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**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 4:11pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/50 "2020-12-24T16:11:06Z")

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Target is almost reached

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**Author:** ![libreus](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/libreus/32/5194_2.png) [@libreus](https://community.trading212.com/u/libreus)\
**Post date:** [December 24, 2020, 4:15pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/51 "2020-12-24T16:15:03Z")

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It’s already below … and still dipping … 😶

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<div class="post-metadata">

**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 24, 2020, 4:15pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/52 "2020-12-24T16:15:52Z")

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Looked like toast to me on the pre market, this is way outside the norm from the news currently available. They must know something we don’t.

Its even knocking out my tesla gains for the day

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**Author:** ![adindas](https://avatars.discourse-cdn.com/v4/letter/a/9f8e36/32.png) [@adindas](https://community.trading212.com/u/adindas)\
**Post date:** [December 25, 2020, 3:08pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/53 "2020-12-25T15:08:30Z")

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I am a contration investor, I will see this as a buying opportunies. You sell it I will buy it.

Baron Rothschild "the time to buy is when there’s blood in the streets”

John D. Rockefeller “The way to make money is to buy when blood is running in the streets”

Warren Buffett “Be fearful when others are greedy, and greedy when others are fearful”

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<div class="post-metadata">

**Author:** ![Vedran](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/vedran/32/182_2.png) [@Vedran](https://community.trading212.com/u/Vedran)\
**Post date:** [December 25, 2020, 8:36pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/54 "2020-12-25T20:36:00Z")

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Amen brother!

The more fear I see, more conviction I have in buying.

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**Author:** ![libreus](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/libreus/32/5194_2.png) [@libreus](https://community.trading212.com/u/libreus)\
**Post date:** [December 26, 2020, 9:15am UTC](https://community.trading212.com/t/ant-group-discussion/24548/55 "2020-12-26T09:15:03Z")

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Thanks for the wisdom, but that was not my initial point as I agree with the quotes. My point was different - we’re talking about CCP, not the west. But as I’ve (too) bought more at the dip, I very much hope it will bounce back! 😉

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<div class="post-metadata">

**Author:** ![adindas](https://avatars.discourse-cdn.com/v4/letter/a/9f8e36/32.png) [@adindas](https://community.trading212.com/u/adindas)\
**Post date:** [December 26, 2020, 11:23am UTC](https://community.trading212.com/t/ant-group-discussion/24548/56 "2020-12-26T11:23:22Z")

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Unless they are deliberately destroyed by the CCP. It is almost certain they will bounce back even stronger. Do you see any fundamental change in the financial, in revenue?

Do you ever think the Chinese government is going to deliberately destroyed one of the most iconic Chinese companies in the world?? Does anyone want to shot himself on the foot? Keep in mind Alibaba, Ant group is operating across the globe not just in China, HIng Kong US.

I think the case here is just a matter of power show to warn them “who is the boss”. If Alibaba has broken the antitrust why not why not a year or a few years ago?

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<div class="post-metadata">

**Author:** ![libreus](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/libreus/32/5194_2.png) [@libreus](https://community.trading212.com/u/libreus)\
**Post date:** [December 26, 2020, 11:28am UTC](https://community.trading212.com/t/ant-group-discussion/24548/57 "2020-12-26T11:28:54Z")

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I agree, that’s why (as stated) I invested more on the dip. 😉

From a newsletter:

> China might apply competition law to its tech giants. This hasn’t really happened before (the law is only 12 years old) and China’s tech is much more cross-matrixed and overlapping than the US, where the winners tend to be more siloed. But is this about consumer protection and completion, or the Party asserting control? [Link](https://ben-evans.us6.list-manage.com/track/click?u=b98e2de85f03865f1d38de74f&id=5ff72036ff&e=52557dd299)

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<div class="post-metadata">

**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 26, 2020, 11:44am UTC](https://community.trading212.com/t/ant-group-discussion/24548/58 "2020-12-26T11:44:37Z")

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I think this is an internal argument over what alibaba and others aren’t willing to do for the CCP, they haven’t towed the line so to speak so they are being publicly warned and humiliated.

The sad news is the CCP are currently making a rod for there own back across the globe and are showing no signs of either slowing or caring.

I wouldn’t be so sure that they won’t destroy ant ma’s companies and form a state owned company from the ashes.

This is the only thing I am deeply worried about happening

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<div class="post-metadata">

**Author:** ![Tefal](https://avatars.discourse-cdn.com/v4/letter/t/2bfe46/32.png) [@Tefal](https://community.trading212.com/u/Tefal)\
**Post date:** [December 26, 2020, 2:25pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/59 "2020-12-26T14:25:56Z")

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It doesn’t have to destroy it, just nationalise it

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<div class="post-metadata">

**Author:** ![adindas](https://avatars.discourse-cdn.com/v4/letter/a/9f8e36/32.png) [@adindas](https://community.trading212.com/u/adindas)\
**Post date:** [December 27, 2020, 1:53pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/60 "2020-12-27T13:53:19Z")

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And how long would it take to grow a monster from the ashes ?? Keep in mind China already have a lot of state controled enterprises.

> **[List of largest Chinese companies](https://en.wikipedia.org/wiki/List_of_largest_Chinese_companies)**
>
> This article lists the largest companies in China in terms of their revenue, net profit and total assets, according to the American business magazines Fortune and Forbes. In 2020, Fortune's Global 500 list of the world's largest corporations included 124 Chinese companies in total. Over the same year, Forbes reported that five of the world's ten largest public companies were Chinese, including the world's largest bank by total assets, the Industrial and Commercial Bank of China. Many of China'

Many of these chinese sttate own enterprises have been in existence since a long time ago, far before Alibaba Group. It is only a handful of them could match the revenue and market cap of Alibaba Group ?

They have an awful a lot of time to prove themsleves if they could do it.

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<div class="post-metadata">

**Author:** ![Lenos1980](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@Lenos1980](https://community.trading212.com/u/Lenos1980)\
**Post date:** [December 28, 2020, 1:22pm UTC](https://community.trading212.com/t/ant-group-discussion/24548/61 "2020-12-28T13:22:45Z")

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I want to agree with you but it’s clear currently the market doesn’t, I will keep my shares for now despite the risk but I see further losses ahead until an official from alibaba/ant group explains its future clearly and how they will structure a plan to not only comply but overcome the issues and continue on its previous explosive path that we all invested in.

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