JD.com (JD)

Re: JD.com (JD)

Postby winston » Mon Jun 18, 2018 6:40 pm

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Google to Invest $550 Million in China E-Commerce Site JD

Alphabet Inc.’s Google will buy newly issued Class A shares at $20.29 per share, equivalent to $40.58 per ADS.


Source: Bloomberg

https://finance.yahoo.com/news/google-i ... 13838.html
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Re: JD.com (JD)

Postby winston » Wed Jun 20, 2018 10:18 am

This Stock is Back on the Move and Still Undervalued

by Will Healy

JD increased revenues by 40.3% in 2017.

The forward price-to-earnings (PE) ratio of Amazon stands at about 137. Contrast that with JD with trades at 62 times forward earnings.


Source: Investor Place

http://dailytradealert.com/2018/06/19/t ... dervalued/
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Re: JD.com (JD)

Postby winston » Tue Jun 26, 2018 12:53 pm

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Chinese Stocks to Consider: JD.Com (JD)

With the looming trade war, JD.Com (NASDAQ:JD) stands as one of the Chinese stocks blessed with limited U.S. exposure.

Millions of Chinese jobs depend on U.S. trade, so it remains possible some customers will have less cash to spend at JD for a time. However, that remains the extent of its direct or indirect U.S. exposure.

Moreover, the recovery may have already begun. The stock fell for most of the year. The overall market saw a slump, and many investors criticized infrastructure spending that cut into profits. However, the infrastructure also gives JD more control over its destiny, and more investors may now see that.

JD stock saw a sudden surge in June. The stock has risen about 15% since the beginning of the month.

As I stated in a recent article, JD stands poised for massive growth despite geopolitical fears. Analysts expect profits to double each year in 2019 and 2020, significantly higher than Amazon. Also, Amazon supports a much higher P/E ratio.

Moreover, as China’s middle class continues to expand, JD will remain in a strong position to sell to this expanding customer base. Also, it has set an expansion path into Southeast Asia with its hub in Thailand, so JD has ample room to expand internationally within Asia alone.

Admittedly, the $550 million investment by Google could become a casualty in the trade war. If this happens, investors should treat this as a buying opportunity. With the opportunities in China and East Asia and a well-developed infrastructure in this growing market, JD could become too strong of a competitor to ignore.

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

Postby winston » Tue Jul 10, 2018 12:37 pm

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Potential Multibagger Stocks For 2018 And Beyond: JD.com (JD)

The ongoing tariff drama between the United States and China continues to take a heavy toll on Chinese stocks. On Friday, a series of tariffs went into effect, showing that all the noise is starting to turn into a more tangible risk.

Not surprisingly, Chinese stocks, as measured by the Xtrackers Harvest CSI 300 China A ETF (NYSEARCA:ASHR) are having a rough 2018. The ASHR ETF is down 19% year to date and almost 30% from its January peak.

With that selloff comes opportunity. Leading Chinese online retailer JD.com (NASDAQ:JD) has sold off again. While many investors think of Alibaba (NYSE:BABA) as the Amazon (NASDAQ:AMZN) of China, it’s much closer to eBay (NASDAQ:EBAY).

eBay isn’t a terrible company by any means. But, Amazon won because it controlled the whole purchasing experience, whereas eBay, as a marketplace for third-party vendors, has had much less success in becoming truly dominant.

JD.com, as the leader in authentic high-quality goods, has the edge against Alibaba in selling to the emerging wealthier Chinese consumer. JD’s dramatic lead in logistics also positions it to win against Alibaba in convenience and reliability.

Ultimately, China is large enough for two large online retailers. And both companies are growing aggressively outside of their home market. However, given Alibaba’s way larger market cap than JD, JD stock is the obvious compelling growth play here.

Selling at less than 1x price/sales, that ratio could easily triple without looking too expensive. And, with JD growing sales more than 30%/year, there is plenty of upside coming on that front as well.

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

Postby winston » Thu Jul 12, 2018 2:24 pm

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JD: Stays Focused on Tech Investment in E-commerce, Internet Finance, Logistics

Winston Cheng, the international business president of JD Group, said the company eyes on three core fields for investment strategy, namely e-commerce, internet finance and logistics.

Cheng viewed that the three themes constitute technology development of the company.

Looking ahead, the company will stay focused on technology, adding it is the third largest technological enterprise in the world in terms of revenue.

Source: AAStocks Financial News
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Re: JD.com (JD)

Postby winston » Wed Aug 08, 2018 12:52 pm

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Chinese Stocks to Buy: JD.Com (JD)

Why It Is Dropping: Alibaba’s little brother, JD.Com (NASDAQ:JD), has fared much worse than Alibaba amid rising trade war tensions. Year-to-date, JD stock is down almost 15% as trade war risks have piled on top of margin risks.

Much like Amazon (NASDAQ:AMZN), JD is a low-margin business. Those margins are being pressured in the near term because of big investments into retail business expansion, and profit growth isn’t all that great in the near term.

Why It Will Rebound: Much like BABA, JD is a big growth stock trading at a big discount. JD is a 40% revenue growth company with huge long-term margin drivers.

That sounds very similar to both Amazon and Netflix (NASDAQ:NFLX). Both of those stocks trade at triple-digit forward earnings multiple. JD stock trades at just 60x forward earnings.

Moreover, near-term margin concerns are overstated because near-term margin compression is wholly the result of growth related investments. Thus, over time, growth related investments will be replaced by big growth businesses, and margins will ramp higher on a big revenue base.

Overall, JD stock is being unfairly punished for investing in long-term growth. Eventually, investors will realize that this company is following in the footsteps of Netflix and Amazon. At that point in time, you could see the valuation on JD stock get a huge bump.

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

Postby winston » Sat Aug 11, 2018 10:25 am

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Earnings Reports to Watch: JD.com (JD)

Earnings Report Date: Thursday, August 16, before market open

I think JD.com (NASDAQ:JD) is set up for a rally on Thursday. Two weeks ago, I called JD one of the 5 best stocks to buy for August because the company’s Q2 earnings report on Thursday morning provides a potential catalyst.

JD has seen a number of rallies fizzle out. But support has held strongly at the $36 level — right where the stock closed on Thursday. External concerns, including a bear market in China and a weakening yuan, have provided recent pressure.

What should be strong numbers will remind investors of the potential the company has, and — if only for a short time — offset some of the outside noise.

Even if the numbers aren’t great — the last two reports have been mixed — JD management should have some good news, including more detail on a partnership with Alphabet (NASDAQ:GOOG,GOOGL).

So I expect a rally on Thursday, but I’d add that if that rally doesn’t come, it could signal that support is about to break.

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

Postby winston » Sat Aug 11, 2018 10:25 am

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Earnings Reports to Watch: JD.com (JD)

Earnings Report Date: Thursday, August 16, before market open

I think JD.com (NASDAQ:JD) is set up for a rally on Thursday. Two weeks ago, I called JD one of the 5 best stocks to buy for August because the company’s Q2 earnings report on Thursday morning provides a potential catalyst.

JD has seen a number of rallies fizzle out. But support has held strongly at the $36 level — right where the stock closed on Thursday. External concerns, including a bear market in China and a weakening yuan, have provided recent pressure.

What should be strong numbers will remind investors of the potential the company has, and — if only for a short time — offset some of the outside noise.

Even if the numbers aren’t great — the last two reports have been mixed — JD management should have some good news, including more detail on a partnership with Alphabet (NASDAQ:GOOG,GOOGL).

So I expect a rally on Thursday, but I’d add that if that rally doesn’t come, it could signal that support is about to break.

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

Postby winston » Thu Aug 16, 2018 4:22 pm

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High-Growth Stocks: JD.com (JD)

Another option is JD.com (NASDAQ:JD). Unlike Baozun and Alibaba (NYSE:BABA), JD.com is a direct e-commerce operator and the ‘true’ Amazon of China.

JD, too, has pulled back, falling 33% from late January highs. And here, too, patience might be advised.

Support for the stock had held at $35 for some time — but it broke in the past couple of sessions, and below $34 JD now trades at a 16-month low.

From a long-term perspective, however, I still think JD is the best play on Chinese e-commerce growth.

Revenue is expected to grow about 30% this year and 25% next year. Investments in growth are pressuring margins … but the stock still trades at a reasonable 31x forward earnings.

JD is even moving toward offline sales through a partnership with Walmart (NYSE:WMT), and a deal with Alphabet provides another potential catalyst.

For investors who still believe in the long-term Chinese growth story, despite recent jitters, the selloff in JD offers a real opportunity.

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

Postby winston » Fri Aug 17, 2018 8:51 am

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JD 2Q Net Income Up 31.2% YoY to RMB122.3B

JD announced its results for the second quarter ended June 30th 2018, during which net income went up 31.2% year-on-year to RMB122.3 billion, slightly missing market projection of RMB122.91 billion.

Operating profit rate equaled 1.1% as compared with 0.8% from the year-ago period.

Net loss from continuous operations extended to RMB2.212 billion from RMB287 million.

Source: AAStocks Financial News
Web Site: www.aastocks.com
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