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Chronicles

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Sources: Alibaba is nearing a deal to sell its Lingxi Games to PE firm Trustar Capital at a potential $1.5B+ valuation, as Alibaba continues its reorganization

Asian private equity firm Trustar Capital is nearing a deal to acquire Alibaba Group Holding Ltd.'s video game business, according to people with knowledge of the matter.

Bloomberg

Context & Ripple Effects

Alibaba's reported Lingxi Games sale follows its 2025 sale of the Sun Art Retail stake to DCP, which Bloomberg described as part of a focus on its core online business. The prospective handoff to Trustar therefore extends a visible portfolio-pruning arc from retail into games.

First-order effects

  • Trustar Capital would assume ownership of Lingxi Games at a reported valuation above $1.5 billion, while Alibaba would remove the game business from its portfolio as its reorganization continues.

Second-order effects

  • A completed transaction would make private equity a repeat counterparty type for Alibaba's non-core holdings, following the Sun Art sale, rather than leaving those assets inside the group.

Third-order effects

  • If Alibaba continues to pair reorganization with asset sales, its corporate structure would become more concentrated around its core online businesses, with standalone consumer businesses increasingly owned and managed outside the group.

The trend: Alibaba's reorganization is taking the form of portfolio concentration, with private-equity buyers positioned to absorb businesses outside its core online focus.