交银国际研究 公司更新 收盘价 目标价 潜在涨幅 美元 1.57 美元 1.40↓ -10.8% 互联网 2024 年 11 月 14 日 达达集团 (DADA US) 业务调整短期影响持续，京东场域表现优异，为长期增长奠定基础 2024 年 3 季度业绩：收入 24 亿元（人民币，下同），同比降 7 %，高于我 们/彭博市场预期3%/2%，其中达达快送收入增39%，得益于连锁品牌同城 配送单量增加，京东秒送收入降 40%，因广告收入下滑及免运门槛降低后 履约服务收入下降。调整后净亏损 5900 万元，对应亏损率 2%，对比我们/ 彭博市场预期亏损1.7亿元。运营费率71%，较去年同期的65%有所上升， 因同城配送单量增加导致骑手成本上升；营销费率 30%，同比降低约 9 个 百分点，因京东秒送营销活动减少。 3 季度运营要点：1）京东秒送：京东场域月均下单用户数和单量同比增 100%+，双十一期间线上日单峰值创新高，高频用户数同比翻倍。得益于 对京东用户渗透率持续提升及 PLUS 专享权益推出，下单的日均 PLUS 用户 数环比增 50%+。截至 3 季度末，秒送营业门店同比增 70%+至 60 万+家， ...

Dada Nexus Limited (NASDAQ:DADA) Q3 2024 Earnings Conference Call November 13, 2024 8:30 PM ET Company Participants Caroline Dong - Head of Investor Relations Henry Jun Mao - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies LLC Alicia Yap - Citigroup Inc. Operator Good morning, ladies and gentlemen, and thank you for standing by for Dada's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the management's prepared remark ...

SHANGHAI, China, Nov. 13, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada”, the “Company”, or “we”), China’s leading local on-demand retail and delivery platform, today announced its unaudited financial results for the third quarter ended September 30, 2024. “Our customer-centric high-quality growth strategy and effective execution delivered impressive results in the third quarter of 2024,” said Mr. Kevin Qing Guo, Chairman of the Board of Dada. “Driven by our commitment to providing qualit ...

SHANGHAI, China, Nov. 05, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada” or the “Company”), China’s leading local on-demand retail and delivery platform, today announced that it will release its unaudited financial results for the third quarter ended September 30, 2024, on Wednesday, November 13, 2024, after the close of U.S. markets. The Company will host a conference call to discuss the earnings at 8:30 p.m. Eastern Time on Wednesday, November 13, 2024 (9:30 a.m. Beijing time on Thursda ...

Chinese stocks rallied again on the day. Roughly a week after the People's Bank of China announced a surprise 50-basis-point rate cut, the rally in beaten-down Chinese stock was continuing today. Momentum from last week's gains, fear of missing out on the rebound, and a surge in Chinese indexes during China's trading session lifted Dada Nexus (DADA 5.30%), though an early morning pop faded over the course of the trading session. As of 11:52 a.m. ET, Dada Nexus stock was up 5% on the news after gaining as mu ...

The company was on the receiving end of a big move by a giant American peer and investor.Chinese delivery company Dada Nexus (DADA 21.70%) was the subject of some rather impactful news on Tuesday. Its former strategic investor sold all of its shares in the delivery company to one of Dada's peers in a move that excited investors. In this market, they piled into Dada's American depositary shares (ADS) to the point where the stock closed the day nearly 22% higher. Making the company a particular outlier was th ...

交银国际研究 公司更新 | --- | --- | --- | |-----------|------------|----------| | 收盘价 | 目标价 | 潜在涨幅 | | 美元 1.32 | 美元 1.50↓ | +13.6% | 达达集团 (DADA US) 即时配送业务稳健；京东场域渗透为首要战略，短期调整影响持续 | --- | |---------------------------------------------------------------------| | 2024 年 2 季度业绩：收入 23.5 亿元（人民币，下同），同比降 9.5%，其 | | 中达达快送收入增 47%，得益于连锁品牌同城配送单量增加，京东秒送收 | | 入降 44%，由于广告收入下滑及免运门槛降低后履约服务收入下降。调整 | | 后净亏损 1.4 亿元，亏损率 6%，对比彭博市场预期亏损 2 亿元。运营费率 | | 74%，较去年同期 58%上升，因同城配送单量增加导致骑手成本增加；营 | | 销费率 33%，同比降低约 10 个百分点，因京东秒送营销活动减少。 | | --- | |------ ...

Dada Nexus Limited (NASDAQ:DADA) Q2 2024 Earnings Conference Call August 20, 2024 9:30 PM ET Company Participants Caroline Dong - Head of Investor Relations Henry Jun Mao - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Alicia Yap - Citigroup Jiulu Li - CICC Operator Good morning, ladies and gentlemen and thank you for standing by for Dada's Second Quarter 2024 Earnings Conference Call. At this time, all participants are in listen-only mode. After the management’s prepared rem ...

SHANGHAI, China, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada”, the “Company”, or “we”), China’s leading local on-demand retail and delivery platform, today announced its unaudited financial results for the second quarter ended June 30, 2024. “I am grateful for the Board’s trust and honored to take on the responsibilities of Chairman. With the Board’s vision and leadership, we remain optimistic about the journey ahead of us in the on-demand retail and delivery industries,” said ...

SHANGHAI, China, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada” or the “Company”), China’s leading local on-demand retail and delivery platform, today announced that the board of directors (the “Board”) has elected Mr. Kevin Qing Guo to become a director and a member of the compensation committee of the Board and succeed Mr. Ian Su Shan as the chairman of the Board, effective August 20, 2024. Mr. Ian Su Shan will continue to serve as a director of the Company and a member of the ...