Source Post

KWEB ETF ANALYSIS

Sven Carlin analyzes the Chinese tech sector ETF (KWEB), noting that top holdings like Tencent, Alibaba, PDD, and JD are currently undervalued. While the overall Chinese market at a P/E of 15 is fairly priced, he suggests a P/E of 10 or below would be considered cheap, indicating a potential strategic opportunity for value investors.

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Tickers discussed in this post

JDBullishMedium ConvictionSignal-backedSecondary

JD.com is a top holding in the Chinese tech ETF and is currently undervalued.

PDDBullishMedium ConvictionSignal-backedSecondary

PDD Holdings is a top holding in the Chinese tech ETF and is currently undervalued.

BABABullishMedium ConvictionSignal-backedSecondary

Alibaba is a top holding in the Chinese tech ETF and is currently undervalued.

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