I remain bullish on $Alibaba (BABA.US)$ but there's no denyi...

I remain bullish on $Alibaba(BABA.US)$ but there's no denying that it's suffered more from regulation and increased competition than some other Chinese companies. This has led to two revenue misses and three EPS misses in the last four quarters. That's not a trend I like to see, but it's not enough to make me want to sell.

Even so, there are other options that appear to have more momentum. $JD.com(JD.US)$ has beaten revenue and EPS in each of the last four quarters and $PDD Holdings(PDD.US)$ only has one revenue miss. $Baidu(BIDU.US)$ has beaten revenue all four times and only missed EPS once. Tencent has struggled but still has one more beat than Alibaba.

All of these companies - and some others I didn't mention - are also high quality, fast growing, and relatively cheap. Some of them may outperform Alibaba in the coming years, especially if Alibaba runs into more regulatory issues. At the very least, holding more than one Chinese company will probably help reduce the month to month volatility. For example, $Tencent(TCEHY.US)$ and JD have been neutral to slightly green over the past month.