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UBS Lists Ratings, TPs, P/E Comparisons for CN Dotcoms & 'Magnificent 7' (Table)
2025-04-24 12:46:51
Stock│Investment Rating│Target Price
TENCENT (00700.HK)│Buy│$676
MEITUAN-W (03690.HK)│Buy│$232
Baidu (BIDU.US)│Buy│US$123
Alibaba (BABA.US)│Buy│US$176
JD.com (JD.US)│Buy│US$67
Pinduoduo (PDD.US)│Buy│US$193
Vipshop (VIPS.US)│Neutral│US$16.5
NetEase (NTES.US)│Buy│US$133
KUAISHOU-W (01024.HK)│Buy│$83.4
Tencent Music (TME.US)│Buy│US$18
Bilibili (BILI.US)│Buy│US$30
iQIYI (IQ.US)│Neutral│US$2.4
CHINA LIT (00772.HK)│Buy│$37.2
Weibo (WB.US)│Buy│US$13
Hello Group (MOMO.US)│Buy│US$8.9
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Stock│Investment Rating│Target Price
Apple (AAPL.US)│Neutral│US$210
Microsoft (MSFT.US)│Buy│US$480
Nvidia (NVDA.US)│Buy│US$180
Alphabet (GOOG.US)│Neutral│US$173
Amazon (AMZN.US)│Buy│US$272
Meta (META.US)│Buy│US$650
Tesla (TSLA.US)│Sell│US$190
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Chinese Internet Stocks
Stock│Forecasted P/E for 2026│2024-26 Earnings CAGR Forecast
TENCENT (00700.HK)│13.9x│16.4%
MEITUAN-W (03690.HK)│14.3x│12%
Baidu (BIDU.US)│8x│1.6%
Alibaba (BABA.US)│10.2x│22.4%
JD.com (JD.US)│6.7x│9.2%
Pinduoduo (PDD.US)│6.2x│20.2%
Vipshop (VIPS.US)│5.3x│4.4%
NetEase (NTES.US)│12.5x│7.1%
KUAISHOU-W (01024.HK)│8.3x│20.5%
Tencent Music (TME.US)│15.3x│13.6%
Bilibili (BILI.US)│16.2x│-
iQIYI (IQ.US)│5.6x│24%
CHINA LIT (00772.HK)│16.3x│15.3%
Weibo (WB.US)│4.4x│-0.1%
Hello Group (MOMO.US)│5.3x│8.5%

"Magnificent Seven"
Stock│Forecasted P/E for 2026│2024-26 Earnings CAGR Forecast
Apple (AAPL.US)│27x│4.7%
Microsoft (MSFT.US)│22.8x│9.2%
Nvidia (NVDA.US)│16.4x│41.8%
Alphabet (GOOG.US)│12.9x│21.6%
Amazon (AMZN.US)│15.2x│22%
Meta (META.US)│14x│11.2%
Tesla (TSLA.US)│99.8x│2%
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