JD.Com ADR Representing 2

Ação

ISIN: US47215P1066

Ticker: JD

US47215P1066

Price

Discussão sobre JD

Postos

Aktien Stammtisch

@Aktien_Stammtisch

1Mês·

JD Q4'24 Earnings Highlights:

$JD (+4,56%)

🔹 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

FB2plus2is4

@FB2plus2is4

1Mês·

China Hype

Hi Community,

I myself own shares in$1211 (+2,23%) BYD $700 (+4,02%) Tencent $1810 (+10,62%) Xiaomi $9868 (+6,94%) xpeng and $JD (+4,56%)

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 :)

8 Comentários

Moritz@MoKi28

1Mês

Hi Fabio, I'm relatively heavily invested in China myself and Xiaomi is now my third-largest position. My entry was around 2019. In principle, Chinese equities are valued relatively low due to the political risks. To what extent the current run is justified is difficult for me to judge. But I would say that a comparable company in the US would still be valued much higher. I therefore believe that there is still room for upside, but you should at least take a closer look now if things do go downhill to see what the reasons are. Possibly hedge with a stop loss. Huawei, which has made itself vulnerable with the 5G networks, has shown how quickly things can go. I rate the risk of the stocks you mentioned as low, but the current political situation allows for a certain dynamic.

•

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Techaktien

@Techaktien

2Mês·

Podcast episode 73 "Buy High. Sell Low."

Subscribe to the podcast to beat cancer.

00:00:00 Donald Trump inauguration

00:15:40 Tempus AI A40EDP $TEM

00:26:00 Groupon $GRPN (-1,01%)

00:30:20 Palantir $PLTR

00:35:00 Insider Trading

00:40:20 Netflix $NFLX (-0,9%)

00:59:00 Adobe AI $ADBE (-0,44%)

01:01:00 Alibaba $BABA (+5,74%)
$9988 (+5,29%)

01:07:40 Baidu $BIDU (+1,57%)
$9888 (+2,01%)

01:15:15 JD com $9618 (+6,21%)
$89618
$JD (+4,56%)

01:16:40 PDD Holdings $PDD (+3,32%)

01:19:00 Xpeng $9868 (+6,94%)
$XPEV (+5,87%)

01:21:00 Nio, BYD, Xiaomi, Huawei $9866 (+3,07%)
$NIO (+3,86%)$1810 (+10,62%)
$XIACY (+10,91%)
$81810

01:28:00 Li Auto $AUTO (+1,95%)
$LI (+4,03%)

01:35:20 Bitcoin $BTC (-0,05%)

Spotify

https://open.spotify.com/episode/4xzXvdMeMtWs5fgYoQaNHU?si=3JuxaaqaQ2KM55PHh5IYWg

YouTube

https://youtu.be/tz6CaqL8wtc

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-73-netflix-tempus-ai-palantir-alibaba-bitcoin/id1695869891?i=1000685089794

#bitcoin
#palatir
#aktien #podcast
#spotify

open.spotify.comFolge 73: Netflix, Tempus AI, Palantir, Alibaba, Bitcoin, Trump, Baidu, Nio

2 Comentários

Gio_97@Gio_97

2Mês

The podcast is in German, I need to learn German first.

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Theo@stockpicker

@stockpickerFr

3Mês·

10 stocks to hold in your portfolio in 2025 💎

$NU (-0,09%)

Nu is a leader in digital banking in Brazil and Latin America

1. Nu reaches around 53% of the adult population in Brazil.

2. Customer acquisition cost (CAC) of USD 7, and service cost per customer around 85% lower than traditional banks.

$ASML (+3,3%)

World leader in lithography equipment, ASML is a key player in the semiconductor industry.

1. ASML has a worldwide monopoly on systems (extreme ultraviolet lithography)

2.31% ROIC and 51% EBITDA margin above industry standards

$GTT (+2,2%)

Major player in cryogenic technologies applied to the transport and storage of liquefied gases

1. Key market for the energy transition, growing by CAGR 27% 2024-2032

2. Exceptional EBITDA margin of 54.9

3. Portfolio of 3,295 active patents

$SNOW (-0,09%)

Leader in cloud-based data management

1. Premium customer base: 542 customers generating over $1m and high net retention (127% in Q3 FY2025).

2. Multi-cloud architecture with advanced capabilities for secure data collaboration

$JD (+4,56%)

A key player in logistics and technology services for e-commerce

1. Same-day or next-day delivery to over 90% of the Chinese population thanks to its logistics park

2. Attractive valuation (PER 11.52x)

$MNSO (+3,07%)

International retailer specializing in lifestyle and design products

1. Rapid growth in key regions such as Latin America (+18.7%) and North America (+89% by 2024).

2. Innovation: 940 new products introduced every month

$RHM (+0,39%)

European leader in defense and mobility technology.

1. Visibility of revenues: order book of 38.3 billion euros

2. Diversification between defense and civil mobility

$OSIS (+0%)

Global Leader in Security, Healthcare and Optoelectronics Technologies

1. Technological advantage with products such as CertScan® or RTT® 110

2, 40% recurring revenue from turnkey solutions and maintenance

$WHD (-0,94%)

Specialized in drilling and pressure control technologies for the oil and gas industry

1. Market leader in the United States

2. Return on Equity > 30

$TGLS (-0,84%)

Company specializing in the manufacture and installation of glass for the construction industry

1. Sector leader in the US where construction will benefit from D. Trump's policies

2. EBITDA margin > 25% and 2-figure growth over the last 3 years

1 Comentar

maximumprofit@maximumprofit

3Mês

I‘m bullish on $RHM 🚀

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BamBamInvest

@BamBamInvest

3Mês·

$JMIA (+1,57%) - Company presentation (difficult market/great potential):

+ 1

19 Comentários

Moritz@leveragegrinding

3Mês

quite exciting, is just rather higher risk

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Aktien Stammtisch

@Aktien_Stammtisch

4Mês·

JD.com | $JD (+4,56%) Q3'24 Earnings Highlights:

🔹 Revenue: ¥260.4B (Est. ¥259.7B) 🟢; UP +5.1% YoY

🔹 Non-GAAP EPS: ¥8.68 (Est. ¥6.70) 🟢; UP +29.5% YoY

🔹 Non-GAAP EBITDA: ¥15.1B (Est. ¥13.8B) 🟢; UP +17% YoY

🔹 EBITDA Margin: 5.8%, UP from 5.2% YoY

🔹 Free Cash Flow: -¥13.8B

Operational Highlights:

🔹 Net Product Revenue: ¥204.6B; UP +4.8% YoY

🔹 Net Service Revenue: ¥55.8B; UP +6.5% YoY

🔹 Operating Income: ¥12.0B;

🔹 Operating Margin of 4.6%, UP from 3.8% YoY

🔹 Gross Margin and Net Margin improved due to scale and cost efficiencies, with a Non-GAAP Net Margin of 5.1% vs. 4.3% YoY

Q3 Segment Revenue:

🔹 Electronics & Home Appliances: ¥122.6B; UP +2.7% YoY

🔹 General Merchandise: ¥82.1B; UP +8.0% YoY

🔹 JD Retail: ¥224.99B

🔹 JD Logistics: ¥44.4B, UP +6.6% YoY

🔹 New Businesses: ¥5.0B, DOWN -25.7% YoY

Outlook:

🔸 Continued investment in supply chain capabilities to drive scale benefits, while furthering user growth, engagement, and market competitiveness through targeted promotions and partnerships.

Business Highlights:

🔸 JD Retail Expansion: Strong growth in general merchandise, with new offerings in apparel and accessories, and strong Singles Day promotional response.

🔸 JD Logistics: Expanded collaboration with Taobao and Tmall, integrating logistics services.

🔸 JD Health: Broadened medical insurance payment capabilities across 12 cities.

🔸 Environmental, Social, and Governance (ESG): Improved ESG score and initiatives in governance, employee support, and supplier management.

Shareholder Returns:

🔹 Completed a $3B share repurchase program in Q3 and launched a new $5B repurchase program through August 2027

Aktien Stammtisch

@Aktien_Stammtisch

4Mês·

Earnings next week (11.11 - 15.11)

5 Comentários

Iwas M.@SSIT

4Mês

I think we will see the beginning of the end of Plug Power on Tuesday $PLUG

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Philip B.

@GoldenShield

6Mês·

Hello everyone,

do you think the $JD (+4,56%) will return to its former strength (60-70 €) or whether this is just a flash in the pan due to the massive financial injection into the markets?

I am really undecided whether I should hold the position or take the profit

3 Comentários

Mathias@Mathes

6Mês

I'm currently watching the same game at $700. As things stand, I will sell the shares when I am finally back in the black.

•

Riccardo

@Wiski03

7Mês·

$JD (+4,56%)
$JD (+4,56%)
$BABA (+5,74%) my second chinese stock, price target $45-$50 by the end of the year!

10.05

JD.Com ADR Representing 2

Comprado x200 em US$ 31,08

US$ 6.216,00

9 Comentários

Rendite_Fuxx@Rendite_Fux

7Mês

So a short term trade? Or do you wanna hold longer?

••

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Eugenio Servidio

@Valuetick

1Ano·

In Q4-2023 #HowardMarks - Oaktree Capital Management closed many positions and increased the stake in some securities in its portfolio, including $JD (+4,56%). Furthermore we have a new entry: $BABA (+5,74%) direct competitor of JD. Did he want to diversify?

1 Comentar

Riccardo@Wiski03

8Mês

what site do you use to see these portfolios ?

••

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