In the latest trading session, JD.com, Inc. (JD) closed at $34.72, marking a -0.74% move from the previous day. This change lagged the S&P 500's daily gain of 0.16%. Meanwhile, the Dow experienced a rise of 0.25%, and the technology-dominated Nasdaq saw a decrease of 0.06%.Heading into today, shares of the company had lost 9.13% over the past month, lagging the Retail-Wholesale sector's loss of 4.61% and the S&P 500's loss of 2.7% in that time.Analysts and investors alike will be keeping a close eye on the ...

公司概况 - 京东是中国三大领先的电子商务公司之一 主要专注于家电领域 同时也拥有其他业务 [1] - 京东目前被认为是一个价值投资机会 尤其是在股价下跌时 [1] 投资策略 - 投资策略倾向于高风险高回报 主要集中在科技市场 [1] - 投资组合主要关注具有不对称长期上涨潜力的公司 [1] - 主要持仓包括比特币 特斯拉 谷歌 亚马逊和英伟达 [1] 分析师持仓 - 分析师持有京东 阿里巴巴和拼多多的多头仓位 通过股票所有权 期权或其他衍生品 [2]

行业经验 - 拥有30多年跨行业分析经验 涵盖航空 石油 零售 矿业 金融科技和电子商务等多个领域 [1] - 具备宏观经济 货币政策和政治驱动因素的深入理解 [1] - 经历过多次重大危机 包括亚洲金融危机 互联网泡沫 911事件 大衰退和新冠疫情 [1] - 曾涉足创业领域 包括出口 保理和印刷行业 [1] 中国市场 - 中国股市因投资者涌入超卖且估值较低的市场而上涨 [3] - 中国政府或中国共产党决定在经济疲软和价格下跌的情况下"刺激"经济 [3]

Investors with experience of the Chinese companies available on international markets will understand the delicate link between risk and reward. JD.com (NASDAQ: JD ) feels like one company on the right side ofGordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countries. With a passion for empowering individual investors, Gordo ...

JD.com's (JD) strategic shift toward global partnerships and digital innovation is reshaping its trajectory as 2025 approaches. With a successful Singles Day promotion that saw more than 20% growth in shoppers and a landmark Chilean products partnership targeting five billion RMB in sales, the Chinese e-commerce giant is positioning itself for significant expansion. Despite market challenges, the company's robust third-quarter performance and ambitious plans for logistics and healthcare suggest untapped pot ...

Chinese e-commerce giant JD.com (JD) exceeded market expectations in its third-quarter 2024 results, reporting adjusted earnings of $1.24 per share, surpassing the Zacks Consensus Estimate by 13.76%. The company's revenues reached $37.1 billion, beating the consensus mark by 1.54% and marking 5.1% year-over-year growth, demonstrating resilience in a challenging market environment. The company's operational efficiency showed notable improvement, with operating margin expanding to 4.6% from 3.8% year over yea ...

报告投资评级 - 维持买入评级[4][14] 报告核心观点 - 报告认为京东供应链壁垒稳固并持续优化商家生态改善用户体验看好以旧换新政策及双十一电商大促催化优势品类需求释放布局服饰等品类释放增长新动能促进核心零售业务保持良性增长轨道[4] 财务数据及盈利预测 - 2022 - 2026年营业收入分别为1,046,236百万元1,084,662百万元1,133,861百万元1,175,199百万元1,236,912百万元同比增长率分别为9.9%3.7%4.5%3.6%5.3%[5] - 2022 - 2026年Non - GAAP归普净利润分别为28,219百万元35,200百万元42,759百万元46,207百万元48,523百万元同比增长率分别为64.0%24.7%21.5%8.1%5.0%[5] 24Q3业绩情况 - 24Q3营收2604亿元（sws预期2577亿元）同比+5.1%服务收入为558亿元同比增长6.5%Non - Gaap归属于普通股股东的净利润为132亿元（sws预期103亿元）同比+23.9%利润超预期[4] - 以旧换新拉动平台家电增速修复日百增长持续超行业平均水平生态繁荣带动广告收入增速提升[4] - 盈利能力持续提升加大投入布局服饰美妆积蓄动能京东物流经营利润率优化[4] - 持续回购回报股东[4]

报告公司投资评级 - 买入评级[11][15] 报告的核心观点 - 京东2024年3季度收入符合预期利润超预期，得益于供应链能力建设、价格竞争力提升及规模效应，基于2025年13倍公司整体市盈率不变，维持目标价56美元/217港元及买入评级，4季度收入同比增长预期维持中个位数增长，预计2024年公司整体利润同比增28%[8][9] 根据相关目录分别进行总结 财务数据 - 报告给出了京东2022 - 2026E的财务数据预测，包括现金流量表、资产负债简表、每股指标、利润率分析、盈利能力等多方面数据[16] 业绩概要 - 2024年3季度京东各项收入指标有不同程度增长，带电品类收入在以旧换新政策带动下恢复增势，日百收入、商超/服装品类等增长良好，季度活跃用户数和购物频次保持双位数增速，毛利率同比提升1.7个百分点，调整后净利润同比增24%，零售收入同比增6%，调整后运营利润率同比持平[8][12] 盈利预测 - 报告给出了京东2024E - 2026E的盈利预测，包括总收入、增速、产品销售、毛利润、毛利率、经调整运营利润、经调整运营利润率、经调整净利润、经调整净利率等数据的预测值、前预测值及变动情况[4][5][6][7] 目标价及评级 - 京东当前收盘价为33.35美元，目标价为56.00美元，潜在涨幅为67.9%，评级为买入[1][14][15]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

15 Nov 2024 CMB International Global Markets | Equity Research | Company Update JD.com (JD US) More proactively driving growth amid improving sentiment JD.com (JD) reported (14 Nov) 3Q24 results: revenue was RMB260.4bn, up 5.1% YoY (3Q23: 1.7%；2Q24: 1.2%), in line with Bloomberg consensus; nonGAAP NP was RMB13.2bn, up 24% YoY, and was 16% ahead of consensus, thanks to a 6% beat on JD Retail's (JDR) OP aided by stronger-than-expected scale effect, and strong profitability improvement of JD Logistics (JDL). M ...