Group 1 - JD.com is currently trading at an attractive valuation, supported by a growing development story in China and strong financial performance [1] - The recent tariff threat has impacted market conditions, prompting a re-evaluation of JD's investment case [1] Group 2 - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, specializing in equity valuation and market trends [1] - The investment approach combines risk management with long-term value creation, focusing on macroeconomic trends and corporate earnings [1]

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 9 April 2025 | 4:19PM HKT PDD Holdings (PDD): Refreshing Temu US sensitivity analysis on tripling of de-minimis duties; Further shift to local-to-local & non-US On April 9, the US lifted China import tariffs to 104% and the White House announced a tripling of de-minimis duties to 90% (from previously announced 30%) on small packages under US$800 by value shipped from Mainland China and Hong Kong, to be effective from May 2. Such cross-border packages will be subject to a duty ra ...

TAREN POINT, Australia, April 03, 2025 (GLOBE NEWSWIRE) -- Fitell Corporation (Nasdaq: FTEL) (the “Company”), an online retailer of gym and fitness equipment in Australia, today announced that on April 2, 2025, it has received a letter (the "Notification Letter") from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”), notifying the Company that for the last 30 consecutive business days the closing bid price of the Company’s ordinary shares was below $1.00 per share, which is th ...

Group 1 - JD.com has officially launched its travel season, collaborating with brands like Adidas and MGG to offer a variety of popular products, including sportswear and outdoor gear, with discounts of 30 yuan for every 200 yuan spent [1][3] - The travel season will feature four themed weeks, including "Wild Awakening Camp" and "Lightweight Hiking Week," showcasing a range of high-quality outdoor products and ongoing discounts [3][5] - Daily "travel packages" will be introduced during the travel season, catering to various outdoor activities such as camping and picnicking, making it easier for consumers to enjoy their outings [5] Group 2 - The Yeezy brand has seen a resurgence in popularity following Adidas' announcement to clear its inventory, with prices dropping significantly, making it an attractive option for consumers during the travel season [7][8] - JD.com will host offline events, including a support event for Lin and sponsorship of the world's first humanoid robot half marathon, blending technology with sports [8]

Beyond (BYON) Q4 2024 Earnings Call February 25, 2025 08:30 AM ET Company Participants Allison Fletcher - VP - Legal & Acting General CounselMarcus Lemonis - Executive Chairman & Principal Executive OfficerAdrianne Lee - President & CFODave Nielsen - PresidentJonathan Matuszewski - Senior Vice PresidentJulio Marquez - Equity Research AssociateAlexia Morgan - Equity Research AssociateRick Patel - Managing Director Conference Call Participants Tom Forte - Managing Director & Senior Consumer Internet Analyst O ...

Vipshop Holdings Limited (NYSE:VIPS) Q4 2024 Earnings Conference Call February 21, 2025 7:00 AM ET Company Participants Jessie Zheng - Head of IR Eric Shen - Co-Founder, Chairman and CEO Mark Wang - CFO Conference Call Participants Thomas Chong - Jefferies Alicia Yap - Citigroup Wei Xiong - UBS Jialong Shi - Nomura Operator Ladies and gentlemen, good day, everyone, and welcome to the Vipshop Holdings Limited Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, I would like to turn the c ...