JOYY is growing internationally after being clobbered in China, and has more cash than market cap.
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KWEB ETF - The Ugly Stocks Nobody Wants Cares About!
Value Investing with Sven Carlin, Ph.D.Apr 26, 2026
The creator discusses several Chinese tech stocks within the KWEB ETF, focusing on their current valuations and growth prospects. While acknowledging strong growth in some companies like JD Health, the creator expresses caution due to high P/E ratios and competition. JD.com is highlighted as a potentially undervalued way to gain exposure to JD Health. Trip Advisor is seen as a business with evolving challenges, and Full Truck Alliance is presented as an interesting freight platform with good growth potential. Billy Billy is mentioned as a stock that has fallen significantly but is still growing.
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Alibaba is mentioned in the context of competition with JD.com.
Vipshop is profitable and returning cash to shareholders but faces extreme competition and declining growth.
Tencent Music Entertainment is profitable with a low P/E and pays a dividend, but future booms are uncertain.
Bilibili is down significantly but still growing, though future prospects are uncertain.
Billy Billy is down severely but still showing some revenue growth and moving towards profitability.
Full Truck Alliance is an interesting freight platform with a P/E of 14, growing revenues and a good balance sheet, benefiting from China's export growth.
Trip Advisor is trading at a fair price with some growth and cash flow, but faces disruption risks from AI and lacks a strong moat.
JD.com is considered cheap and a good way to get exposure to JD Health, with the creator having bought it a month ago.
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