China e-commerce & Internet

China e-commerce & Internet
  • Pininvest Analysis

The junk is a type of an ancient Chinese sailing ship (known since the Han dynasty 220 BCE–200 CE).  From the 10th to the 13th century, the Song dynasty and later in the 14th century the Yuan dynasty relied for both mercantile and military purposes on the very large junks carrying 1000 men (of which 400 men-at-arms and a crew of 600, an unimaginable scale for the European Middle Ages). More on Wikipedia

Our illustration of the junk Keying which travelled from China to the United States and England between 1846 and 1848 is meant as a metaphor of Chinese e-commerce and Internet ambitions to link the world trading routes

The theme is a work-in-progress considering the vast experimental field for on-line services which China has become, usually supported by one of the country's Internet giants, such as Alibaba, Tencent or Baidu

Our notes hope to provide a glimmer of future developments in China, likely to reverberate across the Asian region : a comptetitive challenge for the established Western titans in the making ?

Read our notes

China e-commerce & Internet • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
21Vianet Group VNET NASDAQ Technology Information Systems & Network Software USD 24.50 2.8 B 47.9% Neutral 73%   8% -53%
51job (ADR) JOBS NASDAQ Services Human Resources Management USD 74.43 5.0 B 4.7% Strong Up 32%   2% -23%
Alibaba Group (ADR) BABA NYSE Services E-commerce Services USD 211.60 574 B -5.3% Weak Down 40%   5% -35%
Autohome (ADR) ATHM NYSE Services Advertising & B-to-B Media USD 64.19 7.6 B -21.2% Sharp Down 44%   5% -53%
Baidu (ADR) BIDU NASDAQ Technology Internet - Content Delivery USD 185.56 62 B 50.3% Neutral 55%   6% -47%
Baozun BZUN NASDAQ Services Internet Retail Distribution USD 36.19 2.8 B -4.7% Neutral 62%   7% -44%
Fang Holdings SFUN NYSE Real Estate Real Estate Services USD 11.94 108 M -27.2% Neutral 54%   3% -40%
iQiyi IQ NASDAQ Technology Internet - Content Delivery USD 14.78 12 B -40.5% Neutral 60%   5% -57%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 73.50 114 B 20.9% Neutral 44%   6% -37%
JOYY (ADR) YY NASDAQ Technology Internet Media & Streaming USD 69.48 5.6 B -25.5% Sharp Down 61%   6% -53%
Kingdee International Software KGDEY OTC Technology Software - Business Process Mngt USD 336.67 - 149.4% Neutral 86%   5% -43%
Momo MOMO NASDAQ Technology Internet Media & Streaming USD 15.13 3.1 B -22.6% Neutral 53%   7% -40%
NetEase (ADR) NTES NASDAQ Services On-line Content Services USD 110.85 75 B 36.1% Neutral 39%   4% -23%
Sina Corp. SINA NASDAQ Technology Internet Media & Streaming USD 43.26 3.0 B 20.8% Neutral 16%   1% -7%
Sohu.com Inc. SOHU NASDAQ Technology Internet & Mobile Services USD 17.63 693 M 101.7% Neutral 69%   7% -40%
Tencent Holdings (ADR) TCEHY OTC Technology Internet - Content Delivery USD 76.58 - 29.7% Neutral 39%   5% -25%
Trip.com Group (ADR) TCOM NASDAQ Services Tourism & Travel USD 37.26 22 B 42.8% Neutral 39%   3% -21%
Vipshop Holdings VIPS NYSE Services E-commerce Services USD 19.65 13 B -5.0% Sharp Down 60%   5% -57%
Weibo WB NASDAQ Technology Internet Media & Streaming USD 48.13 11 B 37.0% Neutral 46%   5% -24%
Yiren Digital (ADR) YRD NYSE Finance Finance Consumer Services USD 5.94 551 M 19.0% Weak Up 76%   6% -46%