JD.com (JD); 9618 HK

Re: JD.com (JD); 9618 HK

Postby winston » Tue Aug 25, 2020 8:08 pm

E-COMMERCE SHINES AS THE RECOVERY IN CHINA CONTINUES

JD.com (JD) is a $115 billion e-commerce platform. It's one of China's leading e-commerce companies...

And shoppers have kept using it as the country recovers from COVID-19.

As of the most recent quarter, annual active customers grew 30% year over year to more than 417 million.

This influx of new customers also led to sales growth of 33.8%, with revenues hitting $28.5 billion for the quarter.

As you can see in today's chart, JD shares are soaring.

Source: Daily Wealth
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Re: JD.com (JD); 9618 HK

Postby winston » Mon Sep 21, 2020 7:47 pm

JD-SW(9618)

Analysis:

JD Group is a leading technology-driven e-commerce company and is transforming into a leading supply chain-based technology and service company.

The company`s revenue for the second quarter of 2020 was RMB 2011 billion, an increase of 33.8% from the second quarter of 2019.

Operating profit for the second quarter of 2020 was RMB 5 billion, compared with RMB 2.3 billion in the same period last year, a year-on-year increase of 217%.

Net profit attributable to ordinary shareholders in the second quarter of 2020 was RMB 16.4 billion and RMB 600 million in the same period last year. A year-on-year increase of 2700%.

The world has been facing uncertainties caused by the epidemic, but among the many uncertain factors, it is very certain that the epidemic has accelerated the digital transformation process of various industries and societies.

It is expected that JD.com can use its own advantages to adapt to this new normal. Meet new market demands.

Strategy:
Buy-in Price: $291.8, Target Price: $338, Cut Loss Price: $274

Source: Phillips
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Re: JD.com (JD); 9618 HK

Postby winston » Thu Nov 12, 2020 3:14 pm

not vested

JD.com wants a network of 5 million stores as e-commerce battle heats up

by Sumathi Bala

Chinese retailer JD.com plans to very aggressively expand its brick-and-mortar reach— aiming for a network of 5 million physical stores in the next 3 years.

JD’s recent moves underline the fierce competition among China’s leading e-commerce players in their hunt to get more consumers in the smaller cities.

This year JD put $100 million of backing into appliance store operator Gome Retail Holding — one of China’s largest appliance chains. The joint venture lets customers examine items at Gome’s roughly 2,600 stores and then purchase the products through JD.com.



Source: CNBC

https://www.cnbc.com/2020/11/12/jdcom-w ... KW,4BTCV,1
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Re: JD.com (JD); 9618 HK

Postby winston » Fri Nov 13, 2020 7:59 am

vested

JD.Com (JD)
Continued Downward Pressure Makes JD Stock a Buy Right Now

Online retailer JD.com more than quadrupled its online penetration in China from 2012 through the first half of 2020, from 6.2% to 25.2%.

JD stock rose steadily over the year, almost doubling from the lows. With a compounded annual growth rate of 31% from 2016 to 2019, sales are increasing at a faster pace than that of Amazon.

And JD continues to improve its operating efficiency. By offering daily deals, more customers choose this retailer first. Once investors add the firm’s economies of scale in procurement and its cost advantages, they realize how strong the moat has become.

JD has several positive catalysts that will lift gross margins. It has a fast-growing advertising services business, improving logistics that scale as it gets bigger, and its 1P (or online direct sales) benefits from economies of scale.

As shown below, JD’s seasonal strength will resume in January 2021. If history repeats itself, the stock will return around 5% monthly over the first six months:

The company continues to lower losses from its third-party logistics services. This will lead to improved earnings in future quarters.

Source: Investor Place
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Re: JD.com (JD); 9618 HK

Postby winston » Fri Nov 13, 2020 3:29 pm

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JD.com Inc (NASDAQ: JD): JD has a strong e-commerce presence in China.

The new draft rules could hamper the company’s promotional activities, thereby impacting its bargaining power over suppliers.

The impact does not play as much crucial role for JD as it would for Pinduoduo.

Source: Benzinga
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Re: JD.com (JD); 9618 HK

Postby winston » Sat Nov 14, 2020 10:38 pm

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JDcom, Inc. is scheduled to release results for its third quarter before the stock market opens on November 16.

Analysts are looking for earnings to jump 37.9% year-over-year to $0.40 per share, up from $0.29 per share in the third quarter of 2019.

Earnings estimates have also been revised higher in the past three months, which bodes well for another quarterly earnings surprise.

Third-quarter revenue is forecast to increase 33.6% year-over-year to $25.74 billion.

Source: Markets 360
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Re: JD.com (JD); 9618 HK

Postby winston » Mon Nov 16, 2020 9:59 pm

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China's JD.com revenue jumps nearly 30% on online sales boom

(Reuters) - Chinese e-commerce company JD (NASDAQ:JD).com Inc on Monday posted a 29% jump in third-quarter revenue, as online orders for groceries and other essentials stayed strong even after coronavirus-led restrictions were lifted in the world's second-largest economy.

JD.com, which competes with Pinduoduo (NASDAQ:PDD) and larger rival Alibaba (NYSE:BABA) Group Holding in a domestic market nursing pandemic-driven losses, benefited from a broader shift to consumers shopping online from the comfort of their homes.

Sales in its product segment, which includes online retail sales, rose 27% to 151.4 billion yuan ($23 billion) in the quarter.

Net income attributable to ordinary shareholders rose to 7.56 billion yuan from 612.3 million yuan a year earlier.

JD.com reported net revenue of 174.21 billion yuan ($26.47 billion) in the third quarter ended Sept. 30, compared with 134.82 billion yuan last year.

Source: investing.com

https://www.investing.com/news/technolo ... om-2348832
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Re: JD.com (JD); 9618 HK

Postby winston » Tue Nov 17, 2020 7:01 am

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Why JD.com Stock Was Falling Today

Shares of the Chinese tech stock pulled back on its earnings report.

by Jeremy Bowman

Revenue at JD.com, which is China's biggest direct online seller, rose 29.2% to $25.66 billion, just a hair short of estimates $25.7 billion.

Growth in general merchandise, which includes segments like groceries, was strong, rising 34.8% to $8.6 billion and revenue from services like third-party logistics and its marketplace was up 42.7% to $3.4 billion.

Adjusted operating income rose 77% to $776.8 million, and adjusted earnings per share rose from $0.29 to $0.50, topping expectations at $0.40.

Management did not provide guidance in its earnings release as it normally does, which may also have spooked investors but the main reason for the sell-off may be that the stock has already soared this year. Even with today's pullback, the stock is up nearly 150% year to date.

Source: TMF

https://www.fool.com/investing/2020/11/ ... ing-today/
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Re: JD.com (JD); 9618 HK

Postby winston » Tue Nov 17, 2020 8:23 am

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JD.com Tops Q3 Earnings Forecast, Falls Short On Revenues

by MARTIN BACCARDAX

JD.com said diluted non-GAAP earnings for the three months ending in September came in at 50 cents per share, well ahead of the consensus forecast of 41 cents per share.

Group revenues rose 29.2% from last year to 174.2 billion yuan ($25.7 billion) and were just shy of the the Street consensus forecast of $25.75 billion.

Active customer accounts across its platform jumped 32.1% to 441.6 million over the 12 month period ending in September, JD.com said, while paid subscribers to its JD Plus membership program passed the 20 million mark.

Gross merchandise volumes over its Double 11 sales event, the company said, rose 33% from last year amid a record haul for its larger rival Alibaba.

"And our consumer mindshare continues to expand with over 100 million new active users joining our platform compared to a year ago,” said CEO Richard Liu.

JD.com's U.S.-listed shares were marked 4.5% lower in early trading immediately following the earnings release to change hands at $87.80 each, a move that trims the stock' six-month gain to around 61%.

"Despite the weaker seasonality in 3Q20, the strong user growth (32% YoY) in 3Q20 indicates that the user growth momentum is likely to remain strong in the next 1-2 quarters," said Daiwa Capital Markets analyst John Choi.

"We note that JD grew its GMV by 33% during Double 11, which is faster than 28% in 2019 and 26% in 2018 over the same period," he added. "

Source: The Street, Inc.

https://www.thestreet.com/investing/jd- ... n+Revenues
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Re: JD.com (JD); 9618 HK

Postby winston » Tue Nov 17, 2020 9:03 am

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JD.com (JD US)
3q20: Solid Earnings Beat, Committed To Investing In Logistics For Grocery Categories


JD.com reported a solid set of 3Q20 results.

Revenue increased by 29.2% yoy to Rmb174.2b, above our expectations.

Non-GAAP net profit came in at Rmb5.6b, up 80% yoy, beating consensus estimate of Rmb4.2b.

3Q20 non-GAAP net margin expanded by 0.9ppts to 3.2%, beating our estimates by 1ppt and 7.2ppt of street estimate.

We maintain our BUY rating and raise our target price to US$105.00 from US$101.00.

Strong cash. Cash and cash equivalents, restricted cash and short-term investments totalled
Rmb78.3b in 3Q20, up 1.2% qoq from Rmb77.4b in 2Q20.

FCF stood at Rmb7.5b (2Q20:Rmb25.8b).

Source: UOBKH

https://research.uobkayhian.com/content ... d6354e7ab9
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