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Chinese Shares Zoom on Hopes of Truce, End to Crackdown

Published 2022-03-16, 07:04 a/m
© Reuters
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By Dhirendra Tripathi

Investing.com – Shares and ADRs of US-listed Chinese companies were rebounding strongly in premarket Wednesday on reports that the regulators in the two countries are nearing a cooperation plan.

ADRs of Alibaba (NYSE:BABA) and rival JD.com (NASDAQ:JD) were up 20% and 21%, respectively, while Tencent Music (NYSE:TME), a unit of Tencent Holdings (OTC:TCEHY), was up 28%. Shares of Hong Kong-listed Meituan (HK:3690) closed 32% up.

NetEase (NASDAQ:NTES) shares were up 18%. Pinduoduo (NASDAQ:PDD) soared 33%, while shares of EV makers Li Auto (NASDAQ:LI) and Xpeng (NYSE:XPEV) climbed 24% and 20%, respectively. Nio ADRs (NYSE:NIO) traded 19% higher. Didi ADRs (NYSE:DIDI) were up 37%.

The bounce back is still small compared to the billions of dollars investors have lost in Chinese shares over the last 9-10 months ever since the Chinese authorities began a crackdown on their online firms. The truce between the world’s two largest economies will also mean a closure of that action.

Amid record-low interest rates and unprecedented liquidity over the last few years, several Chinese firms have tapped American investors to list on NYSE and Nasdaq. Many of them are internet consumer companies like Alibaba and JD.com, holding troves of data on Chinese consumers. Authorities in the mainland haven’t been comfortable with the data these companies may have to share with the U.S. regulators to meet compliance norms.

The Securities and Exchange Commission said last week that US-listed securities for five Chinese companies are at risk of delisting. Worries about forced stock delistings from US exchanges had added to investors’ concerns about economic growth. Monday, JPMorgan China Internet analysts led by Alex Yao said they considered the sector “uninvestable” for 6 to 12 months, CNBC said.

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