Geopolitics Alpha

BMW reports lower Q3 earnings as fierce competition from Chinese market continues

Published . Updated .

Key takeaways

  • BMW reports a drop in profits in the July to September quarter amid fierce competition from China.
  • Exposed: FXI, BABA, NTES, JD, BIDU
  • Market reaction: price tracking starts with the next trading session.

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BMW reports lower Q3 earnings as fierce competition from Chinese market continues

BMW reports a drop in profits in the July to September quarter amid fierce competition from China.

Directly affected

  • BMWYY BMW (ETR: BMW)

    Named in this report.

Indirectly affected

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).

  • BABA Alibaba Group Holding-6.5% 15d

    Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares.

  • NTES NetEase

    NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares.

  • JD JD.com+0.1% 8d

    JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares.

  • BIDU Baidu-9.5% 30d

    Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BMWYYNon-US listing (OTC); price checks may stay empty———————
FXI-2.21%-0.21%baseafter closeafter closeafter closeafter close
BABA+0.64%-2.29%baseafter closeafter closeafter closeafter close
NTES-3.26%-2.21%baseafter closeafter closeafter closeafter close
JD-5.51%-4.53%baseafter closeafter closeafter closeafter close
BIDU+3.26%-0.77%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

BMW reports lower Q3 earnings as fierce competition from Chinese market continues DW.com

Source: DW.com

Ishares China Large-Cap Etf (FXI) since this story, compared with the market

CompanyWhenMoveStatus
Alibaba Group Holding (BABA)three days earlier-2.29%final price
Alibaba Group Holding (BABA)five days earlier+0.64%final price
Baidu (BIDU)three days earlier-0.77%final price
Baidu (BIDU)five days earlier+3.26%final price
Ishares China Large-Cap Etf (FXI)three days earlier-0.21%final price
Ishares China Large-Cap Etf (FXI)five days earlier-2.21%final price
JD.com (JD)three days earlier-4.53%final price
JD.com (JD)five days earlier-5.51%final price
NetEase (NTES)three days earlier-2.21%final price
NetEase (NTES)five days earlier-3.26%final price

Members of Congress who traded Ishares China Large-Cap Etf (FXI) near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares China Large-Cap Etf (FXI)

Companies tied to this story

  • FXI Ishares China Large-Cap Etf

    Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “BMW reports lower Q3 earnings as fierce competition from Chinese market continues.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)

  • BABA Alibaba Group Holding

    Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “BMW reports lower Q3 earnings as fierce competition from Chinese market continues.” Reason on file: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares

  • NTES NetEase

    For “BMW reports lower Q3 earnings as fierce competition from Chinese market continues,” NetEase (NTES) is linked, with no stored direction, medium confidence. Reason on file: NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares

  • JD JD.com

    In “BMW reports lower Q3 earnings as fierce competition from Chinese market continues,” JD.com (JD) is linked, with no stored direction, medium confidence. Reason on file: JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares

  • BIDU Baidu

    For “BMW reports lower Q3 earnings as fierce competition from Chinese market continues,” Baidu (BIDU) is linked, with no stored direction, medium confidence. Reason on file: Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares

Ishares China Large-Cap Etf (FXI)

Ishares China Large-Cap Etf (FXI) is the company in “BMW reports lower Q3 earnings as fierce competition from Chinese market continues,” the 4 Nov 2026 this story story.

The link for Ishares China Large-Cap Etf (FXI) is this: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)

Also listed, Alibaba Group Holding (BABA): Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“chinese”) reaches its shares

Dates in the story, and the Ishares China Large-Cap Etf (FXI) price range

BABA traded between 99.59 and 120.30 across 12 sessions. The latest close on file is 100.27. FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.21.

A simple score for Ishares China Large-Cap Etf (FXI)

40 out of 100

“BMW reports lower Q3 earnings as fierce competition from Chinese market continues” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.