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<Research>UBS Prefers Alibaba Best for CN E-commerce; Top Pick TENCENT for Dotcoms
UBS wrote in its research report that BABA-W (09988.HK) (BABA.US) was its favorite name among e-commerce companies, as the easing of rapid e-commerce competition and the recovery o...
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<Research>UBS Prefers Alibaba Best for CN E-commerce; Top Pick TENCENT for Dotcoms
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UBS wrote in its research report that BABA-W (09988.HK)  +1.200 (+1.037%)    Short selling $662.20M; Ratio 7.482%   (BABA.US)      was its favorite name among e-commerce companies, as the easing of rapid e-commerce competition and the recovery of H20 chip supply may refocus investors on its AI initiatives.

If executed successfully, UBS predicted that Alibaba's operations could realize significant value (e.g., international digital commerce Group (AIDC), internal synergies within TTG Group, Ant Group, and AI plans).

Related NewsHSBC Research Notices 3 New Trends in CN Online Gaming Sector, Preferring TENCENT/ NetEase/ Bilibili
Regarding JD.com (JD.US)      (09618.HK)  -0.200 (-0.163%)    Short selling $256.67M; Ratio 14.094%   , investors may closely watch its investment scale in the food delivery sector, where investments have been quite cautious (e.g., avoiding participation in "zero-price" beverage promotions over the past weekend). In the Chinese internet industry, UBS continued to select TENCENT (00700.HK)  -15.000 (-2.727%)    Short selling $1.95B; Ratio 16.927%   (TCEHY.US)      as its top pick.

Stock | Rating | Target Price
TENCENT (00700.HK)  -15.000 (-2.727%)    Short selling $1.95B; Ratio 16.927%   | Buy | HKD710
MEITUAN-W (03690.HK)  +0.600 (+0.493%)    Short selling $1.89B; Ratio 27.601%   | Buy | HKD172
Baidu (BIDU.US)      | Buy | USD105

Alibaba (BABA.US)      | Buy | USD158
JD.com (JD.US)      | Buy | USD50
Pinduoduo (PDD.US)      | Buy | USD165
Vipshop (VIPS.US)      | Neutral | USD16
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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