JD.com - The Chinese e-commerce giant with potential for 2025?

JD.com ($9618 (-5.38%)) is one of the leading e-commerce providers in China and has established itself as a serious competitor to Alibaba. After struggling with economic challenges and regulatory problems in recent years, the question is: can JD.com regain its former strength in 2025?

Overview: What does JD.com do?

JD.com is a Chinese company that sells a wide range of products through its platform, including electronics, household goods and groceries. It operates both traditional e-commerce retail and an extensive logistics network that enables it to deliver products faster and more efficiently.

✅ JD Mall: The main platform for B2C e-commerce, which has a large market share in China.

✅ JD Logistics: A leading logistics company that also operates for other brands and platforms.

✅ JD Health & JD Digits: Subsidiaries operating in the health and digital services sectors.

✅ Collaborations with Walmart and Google: Global partnerships to expand reach and innovative strength.

JD.com relies on an integrated business modelthat ranges from logistics and cloud services to digital healthcare solutions, which sets the company apart from other competitors.

Competition: Who are the competitors?

🔸 Alibaba $9988 (-4.5%) (Tmall, Taobao): The largest e-commerce competitor in China with a broader market coverage.

🔸 Pinduoduo $PDD (-4.03%)
: An emerging competitor that has established itself through group buying and low prices.

🔸 Amazon $AMZN (-6.94%)
: Even though Amazon is less dominant in China, it still has a presence in the international market, especially in cloud services.

🔸 Meituan $3690 (-3.1%)
: Another player in online retail and on-demand services, especially in food delivery.

JD.com has the advantage that it has a strong logistics network and a good B2B business However, it continues to be burdened by competition and regulatory challenges in China.

Opportunities: Why could JD.com make a comeback in 2025?

✅ Strong growth in logistics and cloud: JD Logistics and JD Cloud offer promising growth opportunities, especially in international business.

✅ Expansion into rural areas: JD.com has a strong presence in rural areas of China and could benefit from broader urbanization and increasing demand.

✅ Resurgent e-commerce market: Despite economic uncertainties, the Chinese e-commerce market is expected to grow in the long term - JD.com could benefit greatly from this.

✅ Innovations in FinTech and healthcare: JD.com has made great strides in FinTech and digital health solutions in recent years. These sectors could provide stable revenues in the future.

✅ Reduced regulatory uncertainty: After years of regulatory challenges, the situation in China could stabilize, making the market attractive for JD.com again.

Risks: What could continue to weigh on JD.com?

⚠️ Regulatory uncertainties: The Chinese state still retains significant influence over the market, and new regulations could weigh on JD.com.

⚠️ Competitive pressure from Alibaba & Pinduoduo: Strong competition from Alibaba and Pinduoduo remains a major challenge.

⚠️ Weak consumption in China: Weak economic recovery and falling consumer spending in China could slow growth.

⚠️ Dependence on B2B: JD.com generates a large proportion of its sales in the B2B sector. A slowdown in this market could affect growth targets.

⚠️ Geopolitical risks: Tensions between China and the West could have a negative impact on business activities, particularly in international trade and cloud services.

Conclusion: turnaround opportunity or value trap?

JD.com has the potential to benefit from the growth areas of logistics, cloud and FinTech in 2025. The company has been through tough times in recent years, but the fundamentals remain strong. If JD.com can maintain its market position in China and successfully expand into new business areas, it could make a remarkable comeback.

What do you think? Can JD.com take off again in 2025 or will it remain under pressure? 🚀

Hello everyone,

I'm currently looking at which stocks could develop wonderfully over the next few years and have enormous growth potential.

As I personally and many others have an investment horizon of over 40 years, I find these stocks quite exciting.

Ideas would be:

$SOFI (-12.24%) SoFi Tech

$TOST (-7.38%) Toast

$MELI (-2.91%) Mercadolibre

$HOOD (-8.14%) Robin Hood

$NU (-3.57%) Nu Holdings

$1810 (+4.89%) Xiaomi

$9868 (-2.78%) XPeng

$3690 (-3.1%) Meituan

$ALB (-9.44%) Albermale

$RKLB (-6.02%) RocketLab

$GRAB (-11.23%) Grab Holdings

What do you think about this topic? And what would be your favorites here?

Share analysis/share presentation ⬇️

Today we are talking about the company Meituan: $3690 (-3.1%)

What is Meituan and what does it do?

Meituan is a Chinese company that operates a huge online platform. You can find and use various services on this platform. For example, Meituan offers a delivery service where you can order food, groceries or other products and have them delivered. You can also use Meituan to book hotel rooms or buy tickets for events. The platform is very popular in China and offers a convenient way to use various services online.

How many employees does the company have?

Currently, Meituan has a total of around 99,350 employees.

Market capitalization:

Meituan currently has a market capitalization of around 79.01 billion euros.

Strengths of the share:

Some of Meituan's strengths are:

• Broad offering: Meituan offers a variety of services, from delivery services to hotel bookings and ticket sales. This allows you to fulfill many different needs on one platform.
• Efficient delivery services: Meituan is particularly known for its fast and reliable delivery services. You can order food, groceries and other products from the comfort of your own home and they will be delivered to you quickly.
• Large user base: Meituan has a large user base in China, which means that you are used by many people. This means there is a high probability that you will be able to find the services you need quickly and easily.
• User-friendly app: Meituan has a user-friendly app that makes it easy to search, order and use services. The app is intuitively designed and offers a good user experience.
• Good deals and discounts: Meituan often offers attractive deals and discounts for various services. This can help you save money while benefiting from high-quality services.

Weaknesses of the stock:

Some weaknesses of Meituan are:

• Competition: Meituan is in a highly competitive market. There are other companies offering similar services, which leads to high competition.
• Dependence on partners: Meituan relies on partnerships in some areas, e.g. with restaurants or delivery services. Problems or conflicts with these partners could have a negative impact on Meituan's services.
• Logistics challenges: Handling deliveries efficiently can be a challenge, especially in busy areas or at peak times. This could lead to delays or problems with delivery.
• Privacy concerns: As an online platform, Meituan collects data from users to provide personalized services. Some users may have privacy concerns and wonder how their data will be used.
• Dependence on the Chinese market: Meituan mainly operates in China and is therefore heavily dependent on the Chinese market. Changes in the economy or regulatory environment could have an impact on Meituan's business. It is important to note that these are only potential weaknesses and do not necessarily apply to all situations.

A little more about the business model:

Meituan is a Chinese company that operates an online platform offering a wide range of services. Their business model is based on providing local services such as food delivery, restaurant reservations, hotel bookings, movie and event tickets, household services and much more. The main source of their income lies in the commissions they receive from the service providers. For example, when a restaurant orders and delivers food through Meituan, Meituan receives a commission from that restaurant. They also have advertising revenue from businesses that want to advertise on their platform. Meituan uses a combination of an online platform and a mobile app to give their users easy access to services. Users can download the app and register to access a variety of services. They can search for restaurants, read reviews, order food and even track deliveries. The company has also built its own logistics infrastructure to handle deliveries efficiently. They have a fleet of drivers who deliver orders to customers. This allows them to control the quality and speed of deliveries. Meituan has also expanded in recent years and now has a presence in many cities in China. They have expanded their offering to meet the needs of users and strengthen their position in the market. Overall, Meituan's business model is based on providing a convenient platform for local services and generating revenue through commissions and advertising. They have successfully built a large user base and offer a wide range of services to meet the needs of users.

A little more about the industry:

The industry Meituan operates in is referred to as an "online service platform". Meituan is part of the growing sharing economy and offers a wide range of services that make people's everyday lives easier. They focus on local services such as food delivery, hotel bookings and much more. In this industry, they compete with other platforms such as Ele.me and Dianping to offer the best services to users. However, Meituan has established itself as one of the market leaders and is known for its efficiency and variety of services.

When and where was Meituan founded:

Meituan was founded in 2010 in Beijing, China, by Wang Xing. Wang Xing is a well-known Chinese entrepreneur and investor. He founded the company with the aim of creating a platform for local services and making it easier for people to access a variety of services. Since its foundation, Meituan has grown rapidly and has become one of the largest online service platforms in China. The company is headquartered in Beijing and now has a presence in many cities in China. Meituan has established itself as a leading provider of local services and is an important player in the sharing economy.

The aim of Meituan :

Meituan aims to make it easier for people to access a variety of local services and improve their daily lives. The platform offers a wide range of services such as food delivery, hotel bookings, movie and event tickets, household services and much more. The company strives to provide users with convenient and efficient solutions to meet their needs. By utilizing technology and innovation, Meituan aims to make people's lives easier and save them time and effort. The goal is to be a trusted platform where people can find their desired services quickly and conveniently. Meituan aims to improve people's quality of life and help them get the most out of their daily lives.

Your opinion:

Now I would like to hear your opinion on this stock in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce the share to you.

What do you think of Meituan and were you already familiar with this company?

Do you perhaps already have the share in your portfolio?

Please let me know in the comments.

This is of course not investment advice but just my own opinion that I would like to share with you.

Hello dear GQLers, and holders of the Tencent Akie $700 (-2.27%) who were affected by the Meituan $3690 (-3.1%) spin-off in January...

This was after all first booked in as a stock dividend, then booked out again and booked in as a spin-off.

Now I noticed that I was charged taxes after step 1, which I was not refunded after derecognition. Here I would have expected a loss in the full amount of the derecognition to recover the tax paid.

The spin-off was then booked as such and the original cost price was split in proportion to the split.

This means that I also pay tax again on the sale😱.

Did this happen to you guys as well and how did you react? Have you contacted your broker?

Or do I have a thinking error here and this is correct?

This is what happened with Smartbroker and TR.

Get rid of it straight away ;)

Tencent issues stock dividend :) will be sold again on Monday 👀

But I'll gladly take the 4.56€ for my whole 2 tencent shares (minus 1€ order fees)