e-Commerce, Mobile Transactions and Data Wars

e-Commerce, Mobile Transactions and Data Wars
  • Pininvest Analysis

e-Commerce is an irresistible force bringing on board the most reluctant luxury retailers forced to rethink their unique image nurtured over decades as they recognize digital distribution has become too costly to ignore

But the absolute domination in the digital space of a very small number of world beating platforms is a conundrum retailers and service providers are not likely to solve any time soon

Fronting for the consumer, the digital platforms must dominate at any price to win the data wars and  retain firsthand – possibly exclusive – knowledge of the clients, data they may or may not share with manufacturers, retailers, services providers and financial institutions

This is why the partnerships, the acquisition strategies and the distribution agreements are foremost about data control, analytics and sharing agreements

Read our notes

e-Commerce, Mobile Transactions and Data Wars • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Alibaba Group (ADR) BABA NYSE Services E-commerce Services USD 218.38 592 B -1.7% Neutral 40%   8% -35%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 2,545.64 1,716 B 76.6% Weak Up 28%   6% -18%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,449.08 1,737 B 25.2% Weak Up 31%   7% -16%
Apple AAPL NASDAQ Technology Computer & Mobile Hardware USD 133.41 2,240 B 46.7% Neutral 34%   8% -20%
Baidu (ADR) BIDU NASDAQ Technology Internet - Content Delivery USD 194.77 65 B 57.4% Neutral 55%   11% -47%
eBay Inc EBAY NASDAQ Services E-commerce Services USD 66.57 45 B 35.4% Weak Up 35%   5% -21%
Facebook FB NASDAQ Services On-line Content Services USD 343.18 977 B 45.6% Weak Up 35%   7% -19%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 74.90 116 B 23.8% Neutral 44%   11% -37%
MercadoLibre Inc. MELI NASDAQ Services E-commerce Services USD 1,542.39 77 B 58.8% Weak Up 48%   12% -35%
Rakuten (ADR) RKUNY OTC Services E-commerce Services USD 11.35 - 22.6% Neutral 42%   3% -20%
Tencent Holdings (ADR) TCEHY OTC Technology Internet - Content Delivery USD 74.92 - 19.8% Neutral 39%   9% -25%
Trip.com Group (ADR) TCOM NASDAQ Services Tourism & Travel USD 36.76 22 B 40.5% Weak Down 39%   5% -21%
Wal-Mart Stores WMT NYSE Services Food & Non-Food Chains - Major USD 136.91 387 B 15.3% Neutral 20%   2% -16%
Zalando ZLNDY OTC Services E-commerce Services USD 58.95 - 65.9% Weak Up 39%   7% -24%