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Re: JD.com (JD)

PostPosted: Wed Aug 30, 2017 3:32 pm
by winston
not vested

China Stocks to Buy: JD.com (JD)

One of China’s largest retailers, JD.Com Inc(ADR) (NASDAQ:JD) is seeing a rapid growth in sales from the country’s exploding middle class.

The Beijing-based company has seen revenue explode 44% year-to-date. So it is not surprising that MKM Partners analyst and managing director, Rob Sanderson, has now reassessed his JD rating.

On Aug. 23, he upgraded the stock to Buy and boosted the price target big-time from $33 to $51. The new target translates into a substantial 25% upside from the current share price.

Sanderson says the company’s valuation is attractive with shares currently down from $48 to $40. Crucially, Sanderson now feels that — even in the face of tough competition from larger rival Alibaba — Chinese e-commerce is powerful enough to support “a strong number two.”

At the same time, he says the company’s direct sales model is “sustainably differentiated” from BABA’s third-party marketplace offering.

Finally, Sanderson is optimistic on macro trends supporting the company and says JD can increase margins. This will enable JD.com to achieve sustainable profitability.

He concludes: “We think that JD’s opportunity to increase margin remains unchanged and would recommend buying the recent weakness.”

Overall the stock has a Strong Buy analyst consensus rating. And most importantly, the average analyst price target comes in at a sizable 17% above the current share price.

Source: Investor Place

Re: JD.com (JD)

PostPosted: Wed Oct 25, 2017 2:25 pm
by winston
not vested

Stocks to Buy: JD.com (JD)

The number two online retailer in China — behind only Alibaba Group Holding Ltd (NYSE:BABA) — has struggled in recent months while its peers continue to reach for new highs.

JD.Com Inc(ADR) (NASDAQ:JD), which interestingly is partly owned (10%) by Wal-Mart Stores Inc (NYSE:WMT), pulled back 23% from its 2017 high before starting to form a bottom, and the chart below suggests that a new uptrend is beginning.

It’s not too late to jump on board here. The e-commerce space is one of the most exciting growth stories of this decade, and I am confident there is plenty of room left to run.

Source: Investor Place

Re: JD.com (JD)

PostPosted: Wed Oct 25, 2017 2:35 pm
by winston
not vested

JD.com: Unprecedented Growth Ahead

Oct. 21, 2017

by David Krejca

Growth at reasonable price, long-term horizon


Summary

JD.com is a rapidly growing Chinese e-commerce business which has underperformed compared to its peers.

This might change soon and the company is expected to turn profitable this year and trades at an extremely low price-to-sales multiple.

My valuation model suggests that JD's shares could appreciate by as much as 70 percent annually over the next three years.

Even though JD's top line growth has slowed in recent years, the company is expected to turn the bottom line into the black.

Last year, the company recorded a loss of 3.8 billion CNY. This year, however, analysts are expecting on average the company's net profit to reach a little over 4 billion CNY.


According to my model, assuming 30 percent annual revenue growth, 3 percent annual growth in the number of shares outstanding and an unchanged current trailing 12-month price-sales (P/S) ratio of 1.2x, the company's intrinsic value by the end of 2020 could reach $83.

Should the price-to-sales multiple rise to 2x or even 3x, the company's intrinsic value, according to my model, could lie anywhere within the range of $139 and $208.


Source: Seeking Alpha

https://seekingalpha.com/article/411524 ... ngcom_feed

Re: JD.com (JD)

PostPosted: Wed Oct 25, 2017 2:49 pm
by winston
not vested

JD.com Reportedly Intends to Enter Middle East Market, Seeks to Cooperate with Saudi Govt


As Reuters cited Winston Cheng, President of International of JD.com, said the company is planning to enter the Middle East market and is very willing to establish a partnership with Saudi Arabia government.

Source: AAStocks Financial News

Re: JD.com (JD)

PostPosted: Wed Oct 25, 2017 6:44 pm
by winston
not vested

JD.com follows Alibaba into China’s property market with dedicated online channel

E-commerce giants’ entry into industry, considered a key pillar of the Chinese economy, viewed as lending it greater transparency

Source: SCMP

http://www.scmp.com/tech/e-commerce/art ... ted-online

Re: JD.com (JD)

PostPosted: Wed Oct 25, 2017 6:55 pm
by winston
not vested

Smithfield Foods to sell US pork online on China’s JD.com

The Chinese-owned US pork supplier says the move is a further step in expanding its e-commerce and China businesses

While the agreement seems to be a victory for JD, WH Group said it also cooperates with Alibaba. Its packaged meat (both the Smithfield and Shuanghui brands) and Shuanghui’s fresh pork are sold on Alibaba’s online marketplace Tmall.


Source: SCMP

http://www.scmp.com/business/companies/ ... inas-jdcom

Re: JD.com (JD)

PostPosted: Thu Oct 26, 2017 9:30 pm
by winston
vested

We Want To Buy More JD.Com

Oct. 25, 2017

Summary

The shares aren't expensive and off 20% from their August highs.
The main worry is the intense competition in the Chinese market.
But JD.com is addressing that problem, and there are important tailwinds.

Alibaba's main e-commerce rival, JD.com is joining hands with Tencent and Wal-Mart (NYSE:WMT) to gain an upper hand over Alibaba.

JD will merge its customers' shopping history with data on Tencent's WeChat messaging platform, which has 963 million MAUs (monthly active users) worldwide.

JD will use that data to make suggestions for customer purchases, while helping vendors promote their goods.

JD will also grant customers online discounts at brick-and-mortar stores when they use Tencent's mobile payment app, WeChat Pay.


We like JD.com for three main reasons:
1. Revenue growth
2. Large amount of free cash-flow generation
3. Cheap on some metrics


There are two big tailwinds for the company, one is the rapid market growth, the second is operational leverage and economies of scale and scope.

And JD.com is linking up with powerful partners like Tencent, Wal-Mart and Baidu, so that could ease some of the competitive angst investors might have, not to mention that $4.3B in free cash flow generation


Source: Seeking Alpha

https://seekingalpha.com/article/411614 ... ngcom_feed

Re: JD.com (JD)

PostPosted: Fri Oct 27, 2017 3:53 am
by winston
vested

JD.Com (JD) – Buy This Bargain Chinese Internet Stock

JD.Com stock justifies faith of analysts, early partners Tencent and Walmart

By Dana Blankenhorn

JD is due to release earnings November 14, before the market opens, with analysts expecting a break-even quarter on revenue of $12.25 billion.


Source: Investor Place

https://investorplace.com/2017/10/jd-co ... fI7e2iCyM8

Re: JD.com (JD)

PostPosted: Fri Oct 27, 2017 4:07 am
by winston
vested

Walmart ups stake in JD.com

Feb. 7, 2017

Late last week, Walmart announced that it had increased its stake in Chinese e-commerce giant JD.com to 12.1%, worth roughly $4.87 billion.

JD.com will also serve as the online shopping platform for over 20 Walmart stores across China in the near future.

Source: Business Insider

http://www.businessinsider.com/walmart- ... 17-2/?IR=T

Re: JD.com (JD)

PostPosted: Fri Oct 27, 2017 4:25 am
by winston
vested

Oct 22, 2017

JD.com, Tencent, and Wal-Mart Join Forces Against Alibaba

A new e-commerce triumvirate has emerged in China.

by Leo Sun

JD will use Tencent's data to make suggestions for customer purchases, while helping vendors promote their goods.

JD will also grant customers online discounts at brick-and-mortar stores when they use Tencent's mobile payment app, WeChat Pay.

Tencent is JD.com's largest shareholder with a 20% stake in the company.


JD and Wal-Mart will merge their membership systems so members can receive the same discounts and other benefits at both retailers.

The two companies will also launch a new system that enables JD.com to fulfill customer orders from Wal-Mart inventories.

Wal-Mart, which owns a 10% stake in JD, currently runs about 400 stores in China.


JD competes against Alibaba's Tmall, its B2C equivalent of Amazon, and not Taobao, its customer-to-customer (C2C) equivalent of eBay.

JD controls about 33% of China's B2C industry, according to eMarketer, compared to Tmall's 51%.


Much of JD's growth comes at the expense of smaller competitors like Vipshop and Suning. But JD also benefited from ongoing problems with counterfeit goods at Alibaba's marketplaces, as government studies found that JD sold a much lower percentage of knockoff products than Tmall and Taobao.

JD recently capitalized on that reputation by launching Toplife, a dedicated e-commerce platform for luxury goods.


It's sharing some data with Baidu, the largest search engine provider in China, to refine its shopping recommendations, and it partnered with Toutiao -- one of the fastest growing news aggregator apps in China -- to add links to JD.com.


Analysts expect JD's revenue and earnings to respectively rise 39% and 309% this year. Alibaba's revenue and earnings could respectively grow 49% and 39%.


Source: Motley Fool

https://www.fool.com/investing/2017/10/ ... t-ali.aspx