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<Research>UBS Lists Ratings, TPs, Valuations, EPS CAGR Forecasts for CN/ US Dotcoms (Table)
Recommend 98 Positive 161 Negative 78 |
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UBS released a report on the Chinese internet industry, listing investment ratings and target prices for US and Chinese dotcoms: Chinese Dotcoms Stocks | Investment Ratings | TPs TENCENT (00700.HK) | Buy | HK$760 MEITUAN-W (03690.HK) | Buy | HK$148 Baidu (BIDU.US) | Buy | US$155 Alibaba (BABA.US) | Buy | US$216 JD.com (JD.US) | Buy | US$50 Pinduoduo (PDD.US) | Buy | US$198 NetEase (NTES.US) | Buy | US$194 KUAISHOU-W (01024.HK) | Buy | HK$95.37 Tencent Music (TME.US) | Buy | US$30 NETEASE MUSIC (09899.HK) | Buy | HK$350 Bilibili (BILI.US) | Buy | US$30 CHINA LIT (00772.HK)| Buy | HK$40 Trip.com (TCOM.US) | Buy | US$85 TONGCHENGTRAVEL (00780.HK) | Buy | HK$26.5 New Oriental (EDU.US) | Buy | US$70 Magnificent Seven Stocks│ Investment Ratings│ TPs Apple (AAPL.US)│Neutral│US$280 Microsoft (MSFT.US)│Buy│US$650 Nvidia (NVDA.US)│Buy│US$235 Alphabet (GOOG.US)│Neutral│US$306 Amazon.com (AMZN.US)│Buy│US$310 Meta (META.US)│Buy│US$915 Tesla (TSLA.US)│Sell│US$247 -------------------------------------------- The broker also listed the forecast PE ratios for US and Chinese dotcoms for 2026 and their projected EPS CAGR from 2024 to 2026. Stocks | 2026E PE | 2024-26E EPS CAGR Tencent | 17.9x | 16.4% MEITUAN-W (03690.HK) | 19.7x | (17.4%) Baidu (BIDU.US) | 15.9x | (16.3%) Alibaba | 17.5x | 2.6% JD.com | 8.2x | (4.1%) Pinduoduo | 9.6x | 9.7% NetEase | 15.1x | 12.9% Kuaishou | 11.3x | 20.4% Tencent Music | 22.5x | 20.1% NetEase Cloud Music | 21.6x | 13.9% Bilibili | 27.5x | N/A China Lit| 27.2x | 14.4% Trip.com| 16.2x | 8.7% Tongcheng | 11.3x | 16.7% New Oriental | 18.3x | (10.7%) Magnificent Seven Stocks | 2026E PE | 2024-26E EPS CAGR Apple│33.7x│9.1% Microsoft│27.8x│17.5% Nvidia│26.2x│60.6% Alphabet│21.8x│17.6% Amazon│21.8x│20.9% Meta│17.0x│ 14.8% Tesla│N/A│(17%) AAStocks Financial News |
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