JD.com (JD), 9618 HK; 01 (May 15 - Feb 23)

Re: JD.com (JD); 9618 HK

Postby winston » Mon Jan 16, 2023 10:56 am

not vested

JD-SW Reportedly Mulls Spin-off Listings for Logistics Property, Industrial E-commerce Units

JD-SW (09618.HK) is weighing spin-off listings for its logistics property and industrial e-commerce units as soon as this year, with each of them expected to raise USD1 billion, Reuters' IFR cited people with knowledge of the matter.

JD-SW is preliminarily inclined to list the two units in Hong Kong but relevant details of the proposed listings remain to be finalized, the sources added.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... t-news/HK6
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 112837
Joined: Wed May 07, 2008 9:28 am

Re: JD.com (JD); 9618 HK

Postby winston » Wed Jan 18, 2023 10:31 am

not vested

Deutsche Bank Foresees Challenging 1Q23 due to Covid, Labor Shortage

JD-SW (09618.HK) once slumped below its 20MA after midday.

Deutsche Bank forecast JD-SW's retail sales volume to be volatile over 1Q23 under the impacts of the COVID-19 pandemic and labor shortage.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/analy ... 239563/all
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 112837
Joined: Wed May 07, 2008 9:28 am

Re: JD.com (JD); 9618 HK

Postby winston » Thu Jan 19, 2023 6:40 pm

not vested

JD.com, Inc. (JD)

The company boasts that it is both the largest retailer, and largest online retailer, in China, and it has a market cap of approximately $94 billion.

The company operates as B2C, and offers a wide range of products, from apparel to cosmetics to electronics to groceries.

The company’s network covers 99% of the Chinese population, and even offers same-day and next-day delivery. JD’s base includes more than 588 million customers, and the company is known as a leader in e-commerce logistics.

That leading position is visible in JD’s last quarterly report, from 3Q22, which showed a top line of $34.2 billion in revenues for an 11.4% year-over-year gain.

The company’s service revenues made up $6.5 billion of that total, and led the gains with a 42.2% y/y increase.

Operating cash flow in the quarter reached $6.4 billion, an 11% y/y increase.

JD’s strong revenues were supported by a solid increase in annual active customer accounts. For the 12 months that ended on September 30, 2022, the company’s customer base rose year-over-year by 6.5%, to hit 588.3 million.

Looking at the firm’s website traffic, we find that site visits are on a rising trend. The last reported data, for Q3, showed 24.3 million total visits, including 15.4 million on desktop devices and 8.9 via mobile units.

The overall visits were up more than 34% y/y, and have grown another 31% y/y and 9.5% sequentially in Q4 to reach a total of 26.67 million. Looking a bit farther ahead, the January data should be interesting, as will include traffic during the Chinese New Year holiday.

JD is slated to report its 4Q22 and FY2022 numbers in early March.

This stock has been reviewed by analyst Charlene Liu, of HSBC, who writes, “We expect margin improvement to continue in 2023e driven by further streamlining efforts and better operating efficiency as revenue picks up….

Following up from this stance, Liu gives JD shares a Buy rating, with an $82 price target to suggest a one-year upside potential of 40%.

Source: TipRanks
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 112837
Joined: Wed May 07, 2008 9:28 am

Re: JD.com (JD); 9618 HK

Postby winston » Tue Feb 21, 2023 1:12 pm

vested

JD.com plans US$1.5 billion offensive against Pinduoduo in budget segment as e-commerce competition heats up in China

Chinese e-commerce giant JD.com is hammering out details of a multibillion-yuan subsidy campaign to be launched next month, sources said

The move marks JD’s first major business initiative by founder Richard Liu since taking back the reins of his empire after settling a rape case in the US

by Ben Jiang

Source: SCMP

https://www.scmp.com/tech/big-tech/arti ... tion-heats
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 112837
Joined: Wed May 07, 2008 9:28 am

Re: JD.com (JD); 9618 HK

Postby winston » Fri Feb 24, 2023 8:42 pm

vested

JD(9618)

Analysis:

The company's revenue in the third quarter amounted to RMB 243.5 billion, increasing 11.4% YoY.

Operating profit amounted to RMB 8.7 billion, increasing 234.6% YoY.

The net profit attributable to ordinary shareholders amounted to 6 billion, a loss of 2.8 billion in the same period last year, turning losses into profits YoY.

According to a number of domestic media reports, JD.com will implement the service rules of “buying expensive and paying twice”, and will compete with Tmall and PDD's tens of billions of subsidies.

We believe that although this price war will damage the company's gross profit, it greatly increase JD's GMV, bring good publicity effects and seize market share.

At present, the company's stock price has overreacted to the impact of the price war, and the current price worth buying.

Strategy:
Buy-in Price: $187.30, Target Price: $213.00, Cut Loss Price: $172.00

Source: Phillips
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 112837
Joined: Wed May 07, 2008 9:28 am

Previous

Return to D to K

Who is online

Users browsing this forum: No registered users and 2 guests