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# Alibaba: Still Not A Buy (Archive)
- URL: https://www.huntingalphas.com/alibaba-still-not-a-buy-archive/
- Published: 2024-01-02T16:37:00.000Z
- Updated: 2026-02-27T06:08:48.000Z
- Description: Alibaba remains cheap but uninspiring without clear growth or catalyst-driven momentum.
- 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

- Seeking Alpha Analysts and Wall St have been mostly bullish on Alibaba. But I am not as enthusiastic yet.
- Overall sales growth have been slow. This has been mostly due to underwhelming growth in two-thirds of the business; the China Commerce and Cloud segments, which have lagged China GDP.
- Leading indicators such as Retail Sales, Consumer Confidence and Business Activity PMIs don't support a case for a growth rebound in the key segments.
- The stock is still plagued by uncertainty and negative surprises, as evidenced by the cancellation of the value-creating Cloud business spinoff and resignation of the to-be head of the Cloud business.
- Valuations are undemanding, but I assert that that is insufficient; a turnaround in business momentum is required to support the buys. I believe the margin expansion story is not enough; a growth revival is needed.

Read the full article [here](https://seekingalpha.com/article/4660776-alibaba-stock-still-not-a-buy?ref=huntingalphas.com).

#### Disclosures and Disclaimers

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