$JD (-1,3 %) I know that if I didn't buy now at the end of the year I would regret it!

JD.Com ADR Representing 2
Price
Debate sobre JD
Puestos
66E-commerce giant from China
Today I put the $JD (-1,3 %) into my portfolio today.
I am happy to take the China risk and am convinced by Jd.com.
It is constantly developing and has built up an extremely impressive logistics network in China and is active in many different areas.


JD.com ADR or normal?
Moin,
I would like to buy Jd.com shares, but I don't know which ones to buy.
Portfolio Michael Burry Q1/25
That doesn't look very optimistic. 🤔
$NVDA (-2,46 %)
$BABA (-2,43 %)
$PDD (-1,39 %)
$JD (-1,3 %)
$EL (-2,32 %)
$TCOM (-2,64 %)
$BIDU (-2,96 %)
Source: www.michael-burry.com

Q1 has been over for 1.5 months and things went downhill at the beginning of April. He was quite right with most of his predictions.
His portfolio probably looks completely different now. Don't let that unsettle you.
Next Buy JD.com
After a long abstinence, I have returned to the Chinese market for several reasons. market for several reasons.
My choice fell on JD.com. Reasons:
- Dividend
- Share buyback
- Investment in further growth areas (food delivery)
- Internationalization outside the USA
- Possible market entry via MediaM / Saturn
- P/E ratio is ridiculously low with further growth
- No net debt or high liquidity
- China will remain fiscally active to support the economy
- Q1 figures signal recovery in consumption
Are there any critical issues that you see (independent of China or ADR)? Share price performance rather sad both on an annual basis and in the short term...
vg Micha
JD.com Q1'25 Earnings Highlights
🔹 Revenue: RMB301.1B (Est. RMB290.6B) 🟢; UP +15.8% YoY
🔹 Adj. EPS: RMB8.41 (Est. RMB7.09) 🟢; UP +48.8% YoY
🔹 Non-GAAP Net Income: RMB12.8B; UP +43.4% YoY
🔹 Operating Income: RMB10.5B; UP +36.8% YoY
🔹 Non-GAAP Operating Income: RMB11.7B; UP +31.4% YoY
🔹 Non-GAAP EBITDA: RMB13.7B; UP +27.0% YoY
🔹 Operating Ma
rgin: 3.5% (vs. 3.0% YoY)
🔹 Non-GAAP Operating Margin: 3.9% (vs. 3.4% YoY)
🔹 Free Cash Flow: RMB(21.6)B (vs. RMB(15.5)B YoY)
Segment Revenue
🔹 JD Retail: RMB263.8B; UP +16.3% YoY
🔹 JD Logistics: RMB47.0B; UP +11.5% YoY
🔹 New Businesses: RMB5.75B; UP +18.1% YoY
🔹 Net Product Revenue: RMB242.3B; UP +16.2% YoY
🔹 Net Service Revenue: RMB58.8B; UP +14.0% YoY
🔹 Electronics & Home Appliances: RMB144.3B; UP +17.1% YoY
🔹 General Merchandise: RMB98.0B; UP +14.9% YoY
🔹 Marketplace & Marketing Services: RMB22.3B; UP +15.7% YoY
🔹 Logistics & Other Services: RMB36.5B; UP +13.0% YoY
Operational Highlights
🔸 JD Retail: Strengthened partnerships with Xiaomi, Crocs, La Prairie; launched RMB200B export-to-domestic sales initiative
🔸 New Businesses: Launched JD Food Delivery in Feb 2025, leveraging logistics and retail integration
🔸 JD Health: Expanded pharma launches (Pfizer, Innogen); 80%+ consultations now AI-assisted
🔸 JD Logistics: Opened air route to Bangkok; second warehouse in Warsaw live; HK operations center launched in March
ESG & Shareholder Returns
🔸 Provided full social and housing benefits to full-time food delivery riders — first in China
🔸 JD Ecosystem headcount: ~700,000
🔸 Human resources spend: RMB128.8B over the last 12 months
🔸 Repurchased $1.5B in stock in Q1; $3.5B remaining in buyback authorization
Dividend
$JEPQ (+1,53 %)
$NOVO B (+2,99 %)
$TROW (+0,16 %)
$JD (-1,3 %)
$DNG (+0,99 %)
$CAT (-0,65 %)
Upcoming purchases : $REP (+1,08 %)
$MC (+0,1 %)
$PLD (-0,42 %)
Opinion, thank you.#dividends
#portfoliofeedback
JD Q4'24 Earnings Highlights:
🔹 Adj. EBITDA: ¥12.5B (Est. ¥11.17B) 🟢
🔹 Revenue: ¥346.99B (Est. ¥332.38B) 🟢; +13.4% YoY
Q4 Performance:
🔹 Operating Income: ¥8.5B (vs. ¥2.0B YoY) 🟢
🔹 Operating Margin: 2.4% (vs. 0.7% YoY)
🔹 Adj. Operating Income: ¥10.5B (vs. ¥7.8B YoY) ;
🔹 Adj. Operating Margin: 3.0%
🔹 Net Income: ¥9.9B (vs. ¥3.4B YoY)
🔹 Adj. Net Income: ¥11.3B (vs. ¥8.4B YoY)
🔹 Diluted EPS: ¥6.47 (vs. ¥2.13 YoY)
🔹 Adj. Diluted EPS: ¥7.42 (vs. ¥5.30 YoY)
Segment Breakdown:
🔹 JD Retail Revenue: ¥307.06B (+14.7% YoY)
🔹 JD Logistics Revenue: ¥52.10B (+10.4% YoY)
🔹 New Businesses Revenue: ¥4.68B (-31.0% YoY)
Strategic & Shareholder Updates:
🔹 Annual Cash Dividend: $1.0 per ADS (~$1.5B total payout)
🔹 $5.0B Share Repurchase Program in place until August 2027
🔹 Completed $3.6B in repurchases in 2024 (~8.1% of shares outstanding)
Management Commentary:
🔸 "We closed 2024 with double-digit revenue growth and expanding profitability across key metrics. Our PLUS membership upgrades and supply chain optimizations are strengthening JD's market position." – Sandy Xu, CEO
🔸 "With a strong financial position, we are enhancing shareholder returns via dividends and buybacks while maintaining operational efficiency." – Ian Su Shan, CFO
China Hype
Hi Community,
I myself own shares in$1211 (-3,89 %) BYD $700 (-1,81 %) Tencent $1810 (-2,11 %) Xiaomi $9868 (-3,21 %) xpeng and $JD (-1,3 %)
All with very good EKP (before the rise)
I would like to get opinions from people with more experience on the current run in the Chinese market.
How do you assess the risk in relation to the political situation?
Therefore, I would be happy to have a lively exchange of views and / or opinions on the above mentioned stocks
Thanks in advance :)
Valores en tendencia
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