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# Alibaba: Re-Rating Catalysts Finally Kick In (Archive)
- URL: https://www.huntingalphas.com/alibaba-re-rating-catalysts-finally-kick-in-archive/
- Published: 2024-09-29T06:17:00.000Z
- Updated: 2026-02-28T02:52:25.000Z
- Description: Chinese monetary stimulus sparks a long-awaited valuation re-rating for Alibaba stock.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, BABA, Consumer

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Chinese monetary stimulus is a strong re-rating catalyst. Dovish surprises and continued rate cuts and measures to encourage stock pledges and buybacks can support BABA stock and other Chinese equities.
- There are signs of a paradigm shift in market sentiment. Alibaba investor David Tepper is 'buying everything' China-related. The last time he said this was in 2010 for US equities.
- BABA stock valuation is still heavily discounted and attractive and is no longer in a value trap. There is a catalyst for a material re-rating.
- Relative technicals vs the S&P 500 is bullish, with further room for upside and hence outperformance.
- A rebound in Chinese retail sales data is something that I expect going forward. I am also watching the US Fed's policy decisions for clues on Chinese rate decisions.

Read the full article [here](https://seekingalpha.com/article/4723991-alibaba-re-rating-catalysts-finally-kick-in?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*