[sgbuffett]

I dunno , I still think Jacky Ma got away too ligtly

like a slight slap to the hand compare what he did to the shareholders and the CCP ..

One risk that may hit BABA I suspect that has not priced in  is the grey area of "protection of small business owner", there is a possibility that they will also regulate the % cut these platform can take from sellers. this will further erode the earnings of BABA

The govt can only introduce competition not micromanage pricing. 

If it manage pricing then it can only allow one player as others will never enter such a market...that will cause inefficiency and make things even worse.