Company Overview - JD com is one of the three leading e Commerce companies in China with a focus on appliances and other businesses [1] - The company is considered a value opportunity on the drop by the analyst [1] Analyst's Portfolio and Strategy - The analyst focuses on high risk high reward situations primarily in the technology markets [1] - The analyst's portfolio includes Bitcoin Tesla Google Amazon and Nvidia with an emphasis on companies with asymmetric long term upside [1] Analyst's Position and Disclosure - The analyst holds a beneficial long position in JD com BABA and PDD through stock ownership options or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]

China stocks rallied as investors jumped into an oversold and cheap market . However, this was based on the government or the Chinese Communist Party (CCP) decisions to “stimulate” the economy in light of anemic growth and declining prices dueExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning an ...

Investors with experience of the Chinese companies available on international markets will understand the delicate link between risk and reward. JD.com (NASDAQ: JD ) feels like one company on the right side ofGordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countries. With a passion for empowering individual investors, Gordo ...

JD.com's (JD) strategic shift toward global partnerships and digital innovation is reshaping its trajectory as 2025 approaches. With a successful Singles Day promotion that saw more than 20% growth in shoppers and a landmark Chilean products partnership targeting five billion RMB in sales, the Chinese e-commerce giant is positioning itself for significant expansion. Despite market challenges, the company's robust third-quarter performance and ambitious plans for logistics and healthcare suggest untapped pot ...

Chinese e-commerce giant JD.com (JD) exceeded market expectations in its third-quarter 2024 results, reporting adjusted earnings of $1.24 per share, surpassing the Zacks Consensus Estimate by 13.76%. The company's revenues reached $37.1 billion, beating the consensus mark by 1.54% and marking 5.1% year-over-year growth, demonstrating resilience in a challenging market environment. The company's operational efficiency showed notable improvement, with operating margin expanding to 4.6% from 3.8% year over yea ...

上 市 公 司 互联网电商 证 券 研 究 报 告 2024 年 11 月 15 日 京东 (JD) ——以旧换新拉动家电增长，盈利能力进一步提升 报告原因：有业绩公布需要点评 | --- | --- | |--------------------------|-------------------------------| | 市场数据： | 2024 年 11 月 14 日 | | 收盘价（美元） | 33.35 | | 纳斯达克指数 | 19107.65 | | 52 周最高/最低（美元） | 47.82/20.24 | | 美股市值（亿美元） | 531 | | 流通股（亿股） | 28.60 | | 汇率（人民币/美元） | 7.24 | 一年内股价与基准指数对比走势： -30.0% -20.0% -10.0% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 2023-11-152023-12-152024-01-152024-02-152024-03-152024-04-152024-05-152024-06-152024-07-152024-08-1 ...

交银国际研究 公司更新 收盘价 目标价 潜在涨幅 美元 33.35 美元 56.00 +67.9% 股份资料 52周高位 (美元) 47.08 52周低位 (美元) 21.44 市值 (百万美元) 43,544.09 日均成交量 (百万) 29.87 年初至今变化 (%) 15.44 200天平均价 (美元) 31.60 资料来源: FactSet —————2024E————— —————2025E————— —————2026E————— 人民币百万 新预测 前预测 变动 新预测 前预测 变动 新预测 前预测 变动 总收入 1,135,232 1,134,675 0.0% 1,199,132 1,200,055 -0.1% 1,268,015 1,269,254 -0.1% 增速 4.7% 4.6% 0.1ppt 5.6% 5.8% -0.1ppt 5.7% 5.8% 0.0ppt 产品销售 906,694 906,014 0.1% 952,029 951,314 0.1% 999,630 998,880 0.1% 带电 545,697 544,242 0.3% 572,981 571,454 0.3% ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

15 Nov 2024 CMB International Global Markets | Equity Research | Company Update JD.com (JD US) More proactively driving growth amid improving sentiment JD.com (JD) reported (14 Nov) 3Q24 results: revenue was RMB260.4bn, up 5.1% YoY (3Q23: 1.7%；2Q24: 1.2%), in line with Bloomberg consensus; nonGAAP NP was RMB13.2bn, up 24% YoY, and was 16% ahead of consensus, thanks to a 6% beat on JD Retail's (JDR) OP aided by stronger-than-expected scale effect, and strong profitability improvement of JD Logistics (JDL). M ...

JD.com, Inc. (NASDAQ:JD) Q3 2024 Earnings Conference Call November 14, 2024 7:00 AM ET Hello and thank you for standing by for JD.com's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference is being recorded. [Operator Instructions] I would now like to turn the meeting over to your host for today's conference, Sean Zhang, Director, Investor Relations. Please g ...