DeepSeek Stocks in Mainland China

Reading up on DeepSeek, I came across companies that are associated with it. Some are directly related, such as Hangzhou Shunwang 顺网科技 that deploys the model for customers:

Some decent looking charts in the group:

Online entertainment and advertising. Shengtian is the company name in China. They have what was a popular online game, Three Kindgoms: Strategic Edition.

Great chart, also trading at 25x sales and less than US$1 billion market cap.

A bunch of charts have a huge “DeepSeek spike” that may or may not be warranted. Only 9 times sales here, but sales were flat from 2021-2023 (full year 2024 earnings are not out for any of these firms to my knowledge) and earnings declining.

This company is 50x earnings, which is something because it has earnings. The forward P/E might be closer to 40x. Last quarter reported (Q3 2024) revenue dipped 3 percent. Nice chart though.

An H-share:

This chart is an example of a company that was on the verge of a major breakdown until the government tried its market pump in September.

Not all companies are available because they trade on NEEQ, such as 科达自控 831832控

This company has seen revenue growth in the low single digits rising to around 11 percent over the past four years. Earnings mostly flat, 55x trailing earnings.

This one only popped on DeepSeek news:

Ditto:

Putting a pin in this one: they do automated logistics.

I used Grok to quickly pull stock symbols, but it steered me wrong in quite a few cases. This is the list I pared down: