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Alibaba windfall prompts Hong Kong regulators to allow bond-funded buybacks

Leveraged $5bn bet with option protection prompts interest from regulators as to how other companies can follow suit

Hong Kong regulators have begun allowing companies to avoid stringent rules on bond issuances and share buybacks, following the success of a $5bn transaction launched by Alibaba last year.

China’s largest technology company borrowed $5bn at near-zero rates in May 2024 through an issuance of debt that can be turned into equity, in the biggest ever convertible bond deal in the Asia-Pacific region.

It then used the proceeds to buy back its New York-listed shares — which had fallen by about 75 per cent from their late 2020 peak — in the following weeks. Since then the shares have recovered from roughly $80 to about $147 — a more than 80 per cent gain — helped by a broader rally in Chinese stocks and the rapid emergence of AI company DeepSeek, which has fuelled global investor interest in China’s tech sector.

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