[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  PropulsionPoint Capital [@propulsionpoint](/creator/twitter/propulsionpoint) on x 1039 followers Created: 2025-07-13 03:23:49 UTC I had ended the previous post saying, China is starting to look interesting again. So what stock can we buy? A stock that usually frustrates everyone. The ticker is $BABA Idea alert: 🍏$BABA. Here are XX reasons why one should consider buying $BABA $BABX now and while you do that have a little bit of patience. Here you go: 🟢1. Hang Seng Index has been consolidating since Late Feb and is at same levels (4.5 months) 🟢2. US-China have announced a trade agreement. The overhang risk due to that is significantly reduced 🟢3. July seasonally a great month for $BABA. Please see picture below ( Credit to @trendspider and @Jake__Wujastyk for this picture). Attached another picture as well where July is usually a strong month 🟢4. China leaders are breaking out. $FUTU tends to front run an index move. $BABA will need to go up to drive $KWEB and $HSI up 🟢5. China Retail data for May was strong (rising 6.4%). While other things lagged, the reading was the fastest growth since Dec, 2023 🟢6. $BABA has seen a -XX% decline from the highs in this year. Most of the bad news related to a PAT miss last earnings and the fight for instant commerce/ food delivery is already baked in. The forward earnings estimated already take into consideration the FCF burn from this fight 🟢7. China stimulus discussions are back on the table. The middling inflation data released recently has made this a near certainty of not if but when 🟢8. There is noise that the government may step in to curb the "highly subsidized" and profit depleting food delivery fight and reign in the excessive promo baits 🟢9. Ant Group Plans to Integrate USDC into $X Trillion Payments Network with Over XXX Billion Customers. The activity around ANT financial adding to the speculation that its IPO can be back on the table 🟢10. AI partnership with $AAPL and $BMW are testimony that $BABA will be key in international companies plans in AI for the country. BMW plans to harness Qwen’s AI Power to Redefine Intelligent In-Car Experiences. We have also not got any recent updates on how Qwen and Deepseek have been scaling and performing. 🟢11. $BABA cloud will continue to grow massively. Anyone who needs to make AI investments will have to collaborate with $BABA cloud as preferred choice due to scale, reliability, costs and product quality. The segment has grown in triple digits for X straight quarters. Cloud computing spend in China reached $11.6bn in Q1 2025 and $BABA took the lion's share at ~35%. 🟢12. Technically the chart is setting up. I expect the 20EMA (~111) to cross the XX EMA (115) and current market price to trend up and cross both the EMAs. The RSI is oversold. The recent selling has come on low volumes. 🟢13. The valuation remains a bargain, given the amount of stock buyback they do annually. Its trading at a P/E of ~11x and PEG of XXXX. Analysts continue to be bullish and XX out of XX of them have targets around $153- $XXX ) around 45-50% upside.  XXXXX engagements  **Related Topics** [$spx](/topic/$spx) [$qqq](/topic/$qqq) [hang seng](/topic/hang-seng) [$babx](/topic/$babx) [$baba](/topic/$baba) [ticker](/topic/ticker) [china](/topic/china) [alibaba group](/topic/alibaba-group) [Post Link](https://x.com/propulsionpoint/status/1944236296462832055)
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PropulsionPoint Capital @propulsionpoint on x 1039 followers
Created: 2025-07-13 03:23:49 UTC
I had ended the previous post saying, China is starting to look interesting again. So what stock can we buy?
A stock that usually frustrates everyone. The ticker is $BABA
Idea alert: 🍏$BABA. Here are XX reasons why one should consider buying $BABA $BABX now and while you do that have a little bit of patience.
Here you go:
🟢1. Hang Seng Index has been consolidating since Late Feb and is at same levels (4.5 months)
🟢2. US-China have announced a trade agreement. The overhang risk due to that is significantly reduced
🟢3. July seasonally a great month for $BABA. Please see picture below ( Credit to @trendspider and @Jake__Wujastyk for this picture). Attached another picture as well where July is usually a strong month
🟢4. China leaders are breaking out. $FUTU tends to front run an index move. $BABA will need to go up to drive $KWEB and $HSI up
🟢5. China Retail data for May was strong (rising 6.4%). While other things lagged, the reading was the fastest growth since Dec, 2023
🟢6. $BABA has seen a -XX% decline from the highs in this year. Most of the bad news related to a PAT miss last earnings and the fight for instant commerce/ food delivery is already baked in. The forward earnings estimated already take into consideration the FCF burn from this fight
🟢7. China stimulus discussions are back on the table. The middling inflation data released recently has made this a near certainty of not if but when
🟢8. There is noise that the government may step in to curb the "highly subsidized" and profit depleting food delivery fight and reign in the excessive promo baits
🟢9. Ant Group Plans to Integrate USDC into $X Trillion Payments Network with Over XXX Billion Customers. The activity around ANT financial adding to the speculation that its IPO can be back on the table
🟢10. AI partnership with $AAPL and $BMW are testimony that $BABA will be key in international companies plans in AI for the country. BMW plans to harness Qwen’s AI Power to Redefine Intelligent In-Car Experiences. We have also not got any recent updates on how Qwen and Deepseek have been scaling and performing.
🟢11. $BABA cloud will continue to grow massively. Anyone who needs to make AI investments will have to collaborate with $BABA cloud as preferred choice due to scale, reliability, costs and product quality. The segment has grown in triple digits for X straight quarters. Cloud computing spend in China reached $11.6bn in Q1 2025 and $BABA took the lion's share at ~35%.
🟢12. Technically the chart is setting up. I expect the 20EMA (~111) to cross the XX EMA (115) and current market price to trend up and cross both the EMAs. The RSI is oversold. The recent selling has come on low volumes.
🟢13. The valuation remains a bargain, given the amount of stock buyback they do annually. Its trading at a P/E of ~11x and PEG of XXXX. Analysts continue to be bullish and XX out of XX of them have targets around $153- $XXX ) around 45-50% upside.
XXXXX engagements
Related Topics $spx $qqq hang seng $babx $baba ticker china alibaba group