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China '25: Chinese SaaS
7 tickers · $56.59B total market cap
Group: China
The group leans cautiously bullish on Chinese SaaS in Spring 2025, viewing the sector as a strategic priority aligned with Beijing's digital economy and enterprise productivity ambitions—especially as hardware sectors face external trade pressure. While top-down support is strong, capital intensity, domestic competition, and macro volatility still limit a broad re-rating.
China '25: Chinese SaaS tracks 7 publicly listed stocks in this theme: 0268.HK, 0596.HK, 0909.HK, 1675.HK, 3888.HK, 600588.SHG, 688008.SHG. See the constituent table for details.
Thesis update: 2025-04-03
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Montage Technology Co., Ltd.688008.SHG | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -0.99% | 6.18% | 38.06% | 43.11% | $41.56B | 14.2857 |
Yonyou Network Technology Co.,Ltd.600588.SHG | 04/17/2026 (BMO) | 04/17/2026 (BMO) | -4.86% | 0.23% | -21.26% | -4.67% | $5.90B | 14.2857 |
Kingsoft Corporation Limited3888.HK | 03/25/2026 (AMC) | 05/26/2026 (AMC) | 3.33% | — | -6.16% | — | $3.90B | 14.2857 |
Kingdee International Software Group Company Limited0268.HK | 03/17/2026 (BMO) | — | 5.50% | — | -18.50% | — | $3.66B | 14.2857 |
Asiainfo Technologies Limited1675.HK | 08/04/2025 | — | 2.17% | — | -49.88% | — | $714.2M | 14.2857 |
Ming Yuan Cloud Group Holdings Limited0909.HK | 08/18/2025 (BMO) | — | 16.14% | — | -50.77% | — | $481.6M | 14.2857 |
Inspur Digital Enterprise Technology Limited0596.HK | 08/31/2025 (BMO) | — | 1.43% | — | -76.29% | — | $369.8M | 14.2857 |
| Average | 3.24% | 3.21% | -26.40% | 19.22% | $8.08B | 14.2857 | ||
| Median | 2.17% | 3.21% | -21.26% | 19.22% | $3.66B | 14.2857 | ||
| Std Dev | 6.09% | 2.98% | 34.41% | 23.89% | $13.80B | 0.0% | ||
| Min | -4.86% | 0.23% | -76.29% | -4.67% | $369.8M | 14.2857 | ||
| Max | 16.14% | 6.18% | 38.06% | 43.11% | $41.56B | 14.2857 | ||
| % Positive Tickers | 71.43% | 100.00% | 14.29% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.