JD.com (JD)

Re: JD.com (JD)

Postby winston » Wed Dec 27, 2017 8:04 am

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JD.com

If Alibaba is the eBay of China, JD.com Inc. JD, is its Amazon, because JD.com takes on inventory and warehouses goods.

This “asset heavy” model weighs on margins, relative to Alibaba. But JD.com has some advantages.

Unlike merchants who sell on Alibaba, JD.com is huge. And this heft gives it buying power.

“JD.com is the largest retailer in China, so it gets the economies of scale. JD.com can go to Samsung and say, ‘Give me a good price,’ ” says Goei. This means it often has better prices than the merchants on Alibaba.

Next, JD.com handles home delivery. It’s like a mix of United Parcel Service Inc. UPS, and Amazon.com. This gives it greater control over the customer experience, which matters to buyers.

The big challenge for JD.com is that it has to move out of its core consumer electronics space into other areas like apparel, which has higher profit margins.

“But apparel is where Alibaba is really strong. So we will have to see if JD.com can compete there,” says Goei. “We own both, but we own more of Alibaba.”

Source: Market Watch
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Re: JD.com (JD)

Postby winston » Thu Jan 04, 2018 9:58 pm

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Now’s The Time To Buy This Stock

by Richard Robinson

The company has grown its customer accounts by 808% since 2012 to more than 266.3 million (about 82% of the U.S. population). At the same time, the average number of purchases has grown by nearly 595%.

The 424 Wal-Mart stores, in combination with JD.com’s existing 256 warehouses in 54 cities, now make 99% of China accessible to the company.

JD.com delivered year-over-year revenue growth of 43% — almost twice the growth of Amazon.com.

Buy shares of JD.com up to $45 a share. Mitigate risk by using no more than 3% of your portfolio to the stock. Use a 20% trailing stop to protect your capital. Expect to hold your position for at least three years.


Source: Street Authority

http://dailytradealert.com/2018/01/04/n ... buy-stock/
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Re: JD.com (JD)

Postby winston » Fri Jan 12, 2018 10:59 am

The Real Risk of Owning JD.com Stock

There is one major risk to owning JD.com stock that no one talks about

By LAWRENCE MEYERS

My concern is directly linked to the ridiculous valuation JD.com stock has been assigned.

Yet that concern is exponentially compounded by the fact that JD.com is a Chinese company.


It has more than 7,000 places where items can be delivered from and a massive footprint of 250 warehouses.

250m people in China bought something online last year and JD.com has about a 7% market share. So there’s lots of room to grow.

JD.com is losing tons of money. Despite lapping up some $38 billion in revenue, the darn company is still losing $550 million per year. Sure, that’s down from $2 billion, but there is no way JD.com is worth $65 billion!


Source: Investor Place

https://investorplace.com/2018/01/the-r ... lgjSKiWaM8
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Re: JD.com (JD)

Postby winston » Sun Jan 14, 2018 7:34 am

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Western Expansion, Offline Retail Will Drive JD.Com Inc Stock Higher

JD stock is positioned to head significantly higher

By LUKE LANGO

The traditional digital retailer plans to open 1,000 fresh-food stores over the next 3-5 years.
JD can sell other products through these groceries, thus fully extending its retail footprint to the brick-and-mortar format.


JD has it sights set on a big European expansion over the next several years, and France, whose president is pushing for a more open business relationship with China, is set to be the center point of those European expansion plans. Indeed, JD expects to sell roughly $2.4 billion worth of French merchandise by 2019.


Source: Investor Place

https://investorplace.com/2018/01/expan ... lqU66iWaM8
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Re: JD.com (JD)

Postby winston » Sat Jan 27, 2018 11:38 am

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Who is Richard Liu? Chinese billionaire seeks to raise profile as JD.com expands outside China

Richard Liu, billionaire founder of JD.com, makes his Davos debut with tales of his humble beginnings and lays out his global ambitions

Liu has built JD into a company with a market valuation of about US$67 billion, that employs about 162,000 workers.

JD introduced a local-language version of the buying site in Indonesia in 2015, before expanding to Thailand.

This year, the company plans to enter Vietnam, and earlier this month said it bought a major stake in a Vietnamese e-commerce company.

JD will first focus on exploring the markets of Southeast Asia before venturing into Europe, in line with China’s “One Belt and One Road” project.

Currently, a customer placing an order Washington D.C. would only get his or her parcel in 10 to 15 days, which is significantly longer than in China.


Source: SCMP

http://www.scmp.com/tech/e-commerce/art ... file-jdcom
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Re: JD.com (JD)

Postby winston » Sat Feb 17, 2018 3:06 pm

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Chinese Internet Stocks: JD.Com Inc (JD)

Based on the similarities, I think JD is an Amazon in the making, minus Amazon’s cloud business.

That means JD stock will inevitably grow into its valuation as the China internet growth narrative continues to mature.

Overall, I think JD stock is a must-own over the next 5 years.

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

Postby winston » Sat Mar 03, 2018 11:46 am

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Online retailer JD.com’s shares fall on quarterly profit miss

China’s saturated urban e-commerce market continues to create intense competitive pressure between JD.com and Alibaba

Despite posting better-than-expected revenue in the fourth quarter, the company reported a net loss of 909.2 million yuan (US$143.2 million) that was worse than analysts’ estimate of a 463 million yuan loss for the three months ended December 31.

Fourth-quarter revenue for JD.com was up 38.7 per cent year on year to 110.2 billion yuan, above analysts’ estimate of 108.5 billion yuan.

Full-year revenue rose 40.3 per cent to 362.3 billion yuan, compared to 260.1 billion yuan in 2016.

JD.com posted a loss of 0.64 yuan per American depository share, compared with a loss of 1.26 yuan a year earlier.


Source: SCMP

http://www.scmp.com/tech/e-commerce/art ... rofit-miss
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Re: JD.com (JD)

Postby winston » Tue Apr 24, 2018 8:21 am

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It’s Time for a Comeback for Oversold JD.com, Inc. Stock

Alibaba is starting to rub U.S. retailers the wrong way. It's time for JD.com to capitalize on the dissent and sent JD stock climbing higher.

By JOSEPH HARGETT

JD.com’s first-quarter guidance of between $15.4 and $15.8 billion was still inline with analyst expectations.

JD has teamed up with Chinese online portal leader Sina Corporation (NASDAQ:SINA) to provide users with more relevant content.

JD.com has also partnered with Tencent Holdings Limited (OTCMKTS:TCEHY) to invest in a Chinese smart TV manufacturer.

32 of the 37 analysts currently following JD stock rate its shares a “buy” or better. The 12-month consensus price target rests at $51.45.




Source: Investor Place

https://investorplace.com/2018/04/its-t ... at&cp=pdtk
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Re: JD.com (JD)

Postby winston » Thu Apr 26, 2018 8:53 pm

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Cutting Edge Stocks: JD.com

JD Stock Is Miles Ahead of Amazon

Chinese e-commerce provider JD.com Inc(ADR) (NASDAQ:JD) often gets overshadowed by its larger rival, Alibaba Group Holding Ltd (NYSE:BABA). But it’s JD that’s clearly the superior company from a technical standpoint.

After all, Alibaba acts almost solely as a middleman. JD, in contrast, is building out a supply chain and expanding its reach well beyond retail. As Will Healy wisely pointed out in December, it’s JD.com, not Alibaba, that truly is the “Amazon of China“.

I’ve been pounding the table for JD stock for some time now, and a breakout above $50 in January seemed to show that the market had come around. But JD since has pulled back, and at the moment is threatening to hit a 52-week low.

That creates a buying opportunity. Support has held multiple times at current levels. JD has an enormous market opportunity in China, and is taking share from Alibaba.

A partnership with Walmart Inc (NYSE:WMT) should accelerate brick-and-mortar development. And at 26x forward EPS, JD stock is hardly expensive given its prospects.

Whether investors are worried about a trade war, or simply showing some caution toward an emerging market stock, the sell-off in JD has been far too much.

And it makes JD a very attractive buy at these levels, given the investments it’s making in its supply chain and online capabilities.

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

Postby winston » Sat May 12, 2018 4:01 am

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April 19, 2018

JD.com Partners With SINA to Tackle Alibaba

by Leo Sun

JD.com (NASDAQ: JD) recently partnered with SINA (NASDAQ: SINA), one of China's top portal sites, to pool the two companies' user data and resources together.

JD.com will help SINA optimize its algorithms to match its readers with more relevant content -- which could help its portal sites lock in more users.

In return, SINA will help JD gain clearer insights on consumer behavior via its analytics platform. SINA will also craft more targeted ads with that data, many of which will link back to JD's marketplace.

Tencent (NASDAQOTH: TCEHY), JD's top investor, integrated JD's marketplace into WeChat, the top mobile messaging app in China.

Second, the collapse of smaller B2C marketplaces boosted JD's market share.

Together, JD and Tencent enlisted a growing list of companies -- including Vipshop, Baidu, Qihoo 360, NetEase, Sogou, Jinri Toutiao, and Walmart -- to counter Alibaba's growth.

Companies that joined this "alliance" usually shared their data with each other, integrated JD's marketplace into their websites or apps, used Tencent's WeChat Pay platform, and offered mutual discounts and perks.


SINA's decision to partner with JD was surprising, since SINA is Alibaba's ally. Alibaba owns nearly a third of Weibo (NASDAQ: WB), the microblogging site that generates the lion's share of SINA's revenues.

Staying neutral might not be a viable option for SINA and Weibo. SINA's alliance might force Alibaba to boost its stake in Weibo, pursue a takeover of SINA or Weibo, or even threaten to part ways with both companies.


Source: The Motley Fool

https://finance.yahoo.com/news/jd-com-p ... 00060.html
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