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. Vol. Risk Contrib. MDD
 
21Vianet Group VNET NASDAQ Technology Information Systems & Network Software USD 15.23 1.7 B 61.3% 57%   6% -32%
51job (ADR) JOBS NASDAQ Services Human Resources Management USD 74.79 4.6 B 3.5% 40%   4% -34%
58.com WUBA NYSE Technology Electronic Platforms USD 55.01 8.2 B -24.6% 42%   4% -34%
Alibaba Group (ADR) BABA NYSE Services E-commerce Services USD 205.03 540 B 12.0% 29%   5% -24%
Altaba AABA NASDAQ Finance Investment Holdings & Private Equity USD 19.63 - -4.6% 129%   1% -75%
Autohome (ADR) ATHM NYSE Services Advertising & B-to-B Media USD 77.20 9.1 B -17.9% 48%   4% -44%
Baidu (ADR) BIDU NASDAQ Technology Internet - Content Delivery USD 119.91 42 B -26.2% 39%   4% -49%
Baozun Inc. BZUN NASDAQ Services Internet Retail Distribution USD 31.49 1.8 B -15.9% 53%   5% -45%
Bitauto Holdings BITA NYSE Technology Electronic Platforms USD 14.77 1.0 B -24.5% 42%   3% -50%
Changyou.com Limited CYOU NASDAQ Technology Videogame Software USD 10.70 570 M -1.5% 91%   2% -73%
Fang Holdings SFUN NYSE Real Estate Real Estate Services USD 2.28 204 M -66.4% 83%   2% -83%
iQiyi IQ NASDAQ Technology Internet - Content Delivery USD 24.42 18 B -10.1% 44%   4% -43%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 38.40 57 B 38.6% 36%   7% -19%
Kingdee International Software KGDEF OTC Technology Software - Business Process Mngt USD 1.20 - 22.6% 30%   0% -22%
Momo Inc. MOMO NASDAQ Technology Internet Media & Networking USD 27.71 5.7 B -14.6% 49%   5% -36%
NetEase Inc (ADR) NTES NASDAQ Services On-line Content Services USD 321.93 41 B 48.6% 36%   6% -26%
Sina Corp. SINA NASDAQ Technology Internet Media & Networking USD 32.77 2.3 B -51.4% 46%   3% -53%
Sohu.com Inc. SOHU NASDAQ Technology Internet & Mobile Services USD 9.24 362 M -53.9% 62%   3% -57%
Tencent Holdings TCEHY OTC Technology Internet - Content Delivery USD 51.05 - 19.6% 27%   4% -20%
Trip.com Group TCOM NASDAQ Services Tourism & Travel USD 30.01 17 B -12.1% 45%   5% -37%
Trip.com Group CTRP NASDAQ Services Tourism & Travel USD 34.93 19 B 2.3% 38%   4% -37%
Vipshop Holdings Ltd. VIPS NYSE Services E-commerce Services USD 12.25 8.1 B 70.6% 49%   10% -20%
Weibo WB NASDAQ Technology Internet Media & Networking USD 41.00 9.2 B -43.3% 49%   3% -52%
Yirendai Ltd. YRD NYSE Finance Finance Consumer Services USD 4.31 265 M -69.3% 64%   2% -75%
YY (ADR) YY NASDAQ Technology Internet Media & Networking USD 54.71 3.5 B -22.4% 42%   4% -42%