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 ?

Take a closer look

China e-commerce & Internet • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
21Vianet Group Inc. VNET NASDAQ Technology Information Systems & Network Software USD 7.78 876 M 39.9% 60%   6% -39%
51job (ADR) JOBS NASDAQ Services Human Resources Staffing USD 95.02 5.9 B 13.1% 52%   6% -54%
58.com WUBA NYSE Technology Electronic Platforms USD 70.70 10 B -12.2% 51%   5% -42%
Alibaba Group (ADR) BABA NYSE Services E-commerce Services USD 185.67 478 B 9.1% 34%   5% -38%
Altaba AABA NASDAQ Finance Investment Holdings & Private Equity USD 75.43 72 B 10.5% 29%   4% -33%
Autohome (ADR) ATHM NYSE Services Advertising & B-to-B Media USD 114.49 14 B 23.0% 52%   7% -46%
Baidu Inc. BIDU NASDAQ Technology Internet - Content Delivery USD 169.30 59 B -26.8% 34%   3% -46%
Baozun Inc. BZUN NASDAQ Services Internet Retail Distribution USD 44.50 2.6 B 2.2% 62%   8% -57%
Bitauto Holdings BITA NYSE Technology Electronic Platforms USD 14.84 1.1 B -22.5% 58%   4% -49%
Changyou.com Limited CYOU NASDAQ Technology Videogame Software USD 15.74 838 M -14.5% 64%   2% -56%
CTrip.com International Ltd CTRP NASDAQ Services Tourism & Travel USD 42.94 24 B 4.0% 46%   5% -51%
Fang Holdings SFUN NYSE Real Estate Real Estate Services USD 1.54 683 M -65.8% 63%   1% -79%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 29.66 44 B -17.3% 47%   4% -56%
Kingdee International Software KGDEF OTC Technology Software - Business Applications USD 0.98 - 9.1% 35%   0% -24%
Link Motion LKM NYSE Technology Data Processing & Data Analytics (EDP) USD 0.15 15 M -91.7% 115%   0% -92%
Momo Inc. MOMO NASDAQ Technology Internet Media & Networking USD 36.85 7.3 B 9.2% 59%   7% -57%
NetEase Inc (ADR) NTES NASDAQ Services On-line Content Services USD 274.18 36 B 10.8% 40%   5% -30%
Sina Corp. SINA NASDAQ Technology Internet Media & Networking USD 64.42 4.6 B -29.7% 41%   4% -47%
Sohu.com Inc. SOHU NASDAQ Technology Internet & Mobile Services USD 15.71 616 M -42.4% 54%   3% -64%
Tencent Holdings TCEHY OTC Technology Internet - Content Delivery USD 50.20 - 2.5% 38%   5% -41%
Vipshop Holdings Ltd. VIPS NYSE Services E-commerce Services USD 8.10 5.4 B -46.9% 61%   3% -72%
Weibo WB NASDAQ Technology Internet Media & Networking USD 70.31 16 B -35.4% 54%   5% -59%
Yirendai Ltd. YRD NYSE Finance Finance Consumer Services USD 15.10 916 M -57.3% 71%   2% -71%
YY (ADR) YY NASDAQ Technology Internet Media & Networking USD 83.96 5.3 B -8.6% 52%   5% -53%