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Thursday, July 3, 2025

Alibaba Health Shares Fall After Parent's $1.5 Billion Bond Issuance Plan

 Alibaba Health Information Technology stock fell Friday after its parent announced a US$1.5 billion bond issuance linked to the health subsidiary's shares.

Shares of Alibaba Health tumbled as much as 8.8% early in Hong Kong before paring losses. The stock was last 6.4% lower at HK$4.23, narrowing year-to-date gains to 27%.

Alibaba Group said late Thursday that it will issue HK$12 billion worth of zero-coupon exchangeable bonds, equivalent to about US$1.53 billion.

The bonds, which mature July 2032, are exchangeable for shares of Alibaba Health. They have an initial exchange price of HK$6.23 a share, which Alibaba Group said was a premium of 48% relative to the pricing of a concurrent delta placement.

The e-commerce giant said it plans to use the proceeds to finance its cloud infrastructure business and international commerce segment, which includes Southeast Asia-focused shopping platform Lazada.

Facing tougher competition, Alibaba Group has been ramping up efforts to grow its international commerce segment, which has become its fastest-growing unit over recent quarters. The company also plans to invest about US$52 billion on cloud and AI infrastructure over the next three years.

Earlier this year, Alibaba Group raised about US$4.5 billion through convertible bonds to fund buybacks.

https://www.morningstar.com/news/dow-jones/2025070452/alibaba-health-shares-fall-after-parents-15-billion-bond-issuance-plan

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