NetEase is down but growing its games business, though no clear investment recommendation is given.
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KWEB ETF Analysis - TCEHY, BABA, PDD, Meituan, NetEase, JD, BEKE...
Value Investing with Sven Carlin, Ph.D.Apr 19, 2026
The creator analyzes the KWEB ETF, focusing on its top holdings in the Chinese internet sector. Despite recent downturns, the analysis highlights the growth and profitability of companies like Tencent, Alibaba, and JD.com, suggesting potential value opportunities due to low P/E ratios and ongoing business expansion.
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KE Holdings is mentioned as part of the KWEB ETF holdings but without specific analysis or directional view.
JD.com is in a downturn but has significant cash and a low P/E ratio, though no explicit buy/sell recommendation is made.
Pinduoduo is down recently, but the creator does not provide a clear actionable stance.
Alibaba is a large company with steady revenue growth, but the creator has discussed it separately and offers no new actionable insight here.
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