JD.com (JD)

JD.com (JD)

Postby winston » Thu May 21, 2015 4:44 pm

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JD delivered strong 1Q results with 96% and 62% y/y growth in GMV and sales, respectively, surpassing expectations.

Its GMV growth outpaced both Alibaba's 40% and the broader industry's 41% growth.

The growth was mostly driven by JD Mall which saw organic GMV rise 94% y/y versus 84% the previous quarter.

JD Mall also surpassed Tmall's organic 62% GMV growth.

JD is leveraging off its core market by branching out into several strategic high-growth consumer sectors.

New initiatives include O2O services, cross-border e-commerce, internet finance, key verticals (auto, travel) and more recently online pharmaceutical sales.

Significantly, excluding these new investments, JD Mall achieved breakeven in 1Q.

Source: UBS
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Re: JD.com (JD)

Postby winston » Sat May 23, 2015 9:46 am

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Everyone wants a bite out of China's rising middle class.

While Alibaba was the talk of the investing world in 2014 with its record-breaking IPO, rival e-commerce site JD.com (JD) is this year's darling. It's up over 45%.

While Alibaba (BABA, Tech30)made the list of top 10 stocks that hedge funds sold in the first quarter, JD.com was on the list of the top 10 stocks that saw the biggest position increases.

A lot of that has to do with strong earnings and the perception that JD.com doesn't have as many problems with counterfeit goods as Alibaba.

It also doesn't hurt that the stock is the biggest position of hedge fund Tiger Global, which quadrupled its holding earlier this year.

Source: CNN
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Re: JD.com (JD)

Postby winston » Fri Jun 19, 2015 8:09 pm

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Large-Cap Leaders: JD.com (JD)

Market cap: $49 Billion
Year-to-date gains: 54%

Speaking of e-commerce, we’ve seen similar success in the Amazon-like plays out of China.

This next pick, for instance, is best known as an Alibaba (BABA) rival … and has been downright slaying BABA so far in 2015.

While Alibaba stock is around 17% in the red for 2015, JD.com (JD) has climbed around 54%.

Recent headlines announced that JD.com is taking a stake in FruitDay, an online seller of fruit and produce in China, and recently begun testing a more instant delivery service — two moves that might just keep earnings and stock growth chugging along.

As a reminder, JD.com posted a loss this quarter, but is expected to be profitable for the full year and is slated to post impressive 40% earnings growth per year long term.

Source: Investor Place
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Re: JD.com (JD)

Postby winston » Wed Sep 09, 2015 7:47 am

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China's JD.com says may buy back $1 billion of ADS

Chinese e-commerce company JD.com Inc, which has lost a third of its market value since mid-June, said on Tuesday it planned to buy back up to $1 billion of its American Depositary Shares (ADS) over the next two years.

JD.com joins several other big Chinese companies, including far-larger rival ALIBABA GROUP Holding Ltd, that have announced buyback plans recently as worries about China's economy hits share prices.

The company, whose shares were up 10.5 percent at $25.18 in early TRADING, reported a 61 percent rise in second-quarter revenue in August as the number of shoppers and goods bought on its platform jumped. But it forecast slower growth in the current quarter.

JD.com also reported another net loss in the latest quarter as it invests heavily in its offline operations to complement its Internet platform, taking activities such as warehousing and deliveries into its own hands.

Source: Reuters
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Re: JD.com (JD)

Postby winston » Wed Jan 06, 2016 8:32 am

Sell China! Ditch Alibaba (BABA) and JD.Com Inc (JD) Stock in 2016

Don't buy BABA or JD on 'weakness'; they each have huge downsides

By John Divine

The yuan has weakened against the U.S. dollar, and all signs point to that continuing, especially with a tightening U.S. monetary policy.

That will have a negative impact on BABA and JD results when they convert their sales in yuan over to U.S. dollars for the purpose of reporting to American investors.


Analysts expect JD stock to actually lose 14 cents per share in the current fiscal year — and that’s on the more lenient, non-GAAP basis. Last year, JD.com lost $809 million.

Posting a loss doesn’t automatically disqualify a stock from my portfolio, but posting a history of losses does


Source: Investor Place

http://investorplace.com/2016/01/alibab ... oxbOhV96M8
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Re: JD.com (JD)

Postby winston » Tue Mar 01, 2016 7:52 pm

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JD.com's revenue growth beats expectations

Fourth-quarter revenue rose 57 percent to 54.6 billion yuan ($8.34 billion), ahead of the average market forecast of 51.794 billion yuan


However, JD.com's net losses ballooned to 7.6 billion yuan ($1.16 billion) in the last quarter, more than 16 times as much as a year earlier


Source: Reuters

http://www.reuters.com/article/us-jd-co ... ningdigest
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Re: JD.com (JD)

Postby winston » Tue Mar 08, 2016 9:23 am

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Strong GMV and revenue growth

4Q15 core GMV (excl. Paipai) and revenue jumped 79%/57% yoy, 5%/6% above our expectation. FY15 core GMV increased 84% and revenue 58%.

Non-GAAP loss reached Rmb662m in 4Q15 and Rmb860m in FY15, wider than we expected. Non-GAAP NPM was -0.5% in FY15.

Maintain Add; we expect JD to continue to gain market share and expand margin.

We adjust our DCF-based TP to US$36.89

Source: CIMB

https://brokingrfs.cimb.com/EpIyy2lXzRP ... eZFAQ2.pdf
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Re: JD.com (JD)

Postby winston » Thu Aug 11, 2016 8:04 am

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JD.com Q2 Earnings: Better Profit Margin, But Guidance Miss

By Shuli Ren

Chinese e-commerce JD.com (JD) June quarter earnings are a mixed bag.

Revenue in the second-quarter rose 42% from a year ago to 65.2 billion yuan ($9.8 billion), in line with 65.1 billion yuan expected by the street. JD’s management had guided a range of 64.2 to 66.2 billion yuan.

JD reported operating profit. Non-GAAP operating profit came in at 0.6%, a marked improvement from 0.5% loss a year ago. Operating margin at the JD Mall improved to 1.1%, from 0.4% last year.

On the negative side, JD expects a continued slowdown on revenue growth. The second-quarter of 42% growth was already the slowest since the company’s IPO in 2014, and JD is now guiding third-quarter revenue to grow by only 34-38% to 59-61 billion yuan. The street had expected 39% growth.

JD rose 3.7% in pre-market trading. Competitor Alibaba Group (BABA) will report earnings tomorrow. See also my earlier blog “Preview: Why Alibaba Earnings May Beat Estimates“.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... ance-miss/
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Re: JD.com (JD)

Postby winston » Thu Aug 11, 2016 9:20 am

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China's JD.com revenue meets expectations as slowdown set to continue

BY PAUL CARSTEN

Revenue for the quarter rose 42 percent to 65.2 billion yuan ($9.83 billion), within JD.com's forecast range of 64.2-66.2 billion yuan.


Net losses were 132.1 million yuan ($19.92 million), compared to a loss of 510.4 million yuan in the previous year


Source: Reuters

http://www.reuters.com/article/us-jd-co ... y%20Report
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Re: JD.com (JD)

Postby winston » Mon Aug 22, 2016 10:15 am

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TENCENT Becomes Largest Shareholder of JD.COM after Adding Stakes Last Week


US Securities and Exchange Commission website showed that as of 17 August, TENCENT (00700.HK) owned 517 million shares of JD.COM, taking up 21.25% of total issued share capital and becoming the largest shareholder of JD.COM.

The document showed that from 12-18 August, Tencent's Huang River Investment has acquired 8.02 million shares of American Depositary Shares, representing 16.03 million class A shares of JD.COM.

Source: AAStocks Financial News
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