Latest news with #JD.comInc
Bloomberg
14-05-2025
- Business
- Bloomberg
Why US-Listed Chinese Stocks Risk Expulsion in Trump's Trade War
Tariffs aren't the only battleground to keep an eye on in the trade war between the US and China. Access to Wall Street could be used as a lever in the negotiations, leaving almost 300 Chinese companies listed in the US at risk of being removed from American stock exchanges. That includes e-commerce giants Alibaba Group Holding Ltd. and Inc. While the two countries reached a temporary tariff truce in May, drastically lowering their taxes on each other's exports for 90 days, a final trade deal that resolves their differences could take longer to hash out. In the meantime, a re-escalation of tensions isn't out of the realm of possibility.
Yahoo
14-05-2025
- Business
- Yahoo
JD.com Inc (JD) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Investments
Total Revenue Growth: Up 16% year on year to RMB301 billion in Q1 2025. Non-GAAP Net Profit: Increased by 43% year on year to RMB13 billion. Net Margin: Expanded by 82 basis points to 4.2%. Gross Margin: Improved by 60 basis points to 15.9%. Electronics and Home Appliances Revenue Growth: Up 17% year on year. General Merchandise Revenue Growth: Up 15% year on year. Service Revenues Growth: Accelerated to 14% year on year. Marketplace and Marketing Revenues: Increased by 16% year on year. JD Retail Non-GAAP Operating Income: Up 38% year on year to RMB13 billion. JD Logistics Revenue Growth: Up 11% year on year. New Business Revenue Growth: Positive growth of 18% year on year. Free Cash Flow: RMB38 billion as of the end of Q1 2025. Cash and Cash Equivalents: Totaled RMB203 billion at the end of Q1 2025. Warning! GuruFocus has detected 2 Warning Sign with JD. Release Date: May 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Inc (NASDAQ:JD) reported a 16% year-on-year increase in total revenues for Q1 2025, showcasing robust growth across all major categories. The company achieved a 43% year-on-year increase in non-GAAP net profit, with net margin expanding to 4.2%, driven by improvements in gross margin. Inc (NASDAQ:JD) saw double-digit growth in its quarterly active customer numbers, with increased shopping frequency and notable acceleration. The company's food delivery business is rapidly growing, with daily order volumes nearing 20 million, indicating strong market demand and potential synergies with JD's core retail operations. Inc (NASDAQ:JD) is actively leveraging AI and automation technologies to enhance operational efficiency, improve user experience, and drive long-term growth across its ecosystem. Despite the positive growth, Inc (NASDAQ:JD) faces challenges in maintaining its momentum in the highly competitive food delivery market, which requires significant investment and operational enhancements. The company's new business segment reported a widened non-GAAP operating loss of RMB1.3 billion, primarily due to investments in expanding its presence in lower-tier markets. Inc (NASDAQ:JD) is still in the early stages of optimizing its food delivery operations, with ongoing system enhancements needed to improve user experience and operational efficiency. The company's free cash flow decreased to RMB38 billion from RMB61 billion in the same period last year, primarily due to cash outflows associated with the trading program and efforts to secure product supplies. Inc (NASDAQ:JD) faces pressure to balance short-term financial targets with long-term strategic investments, particularly in its food delivery and AI initiatives. Q: What is strategy for the food delivery business in the medium term, and how does it fit into the overall business ecosystem? A: Sandy Xu, CEO, explained that food delivery is a natural extension of its core retail business, aiming to provide diverse shopping experiences. The food delivery business is integrated into JD's ecosystem, creating synergies in user engagement, supply chain, and fulfillment. The focus is on enhancing user and merchant experience, scaling the business, and achieving investment ROI. aims to leverage its brand strength and logistics capabilities to address market demands effectively. Q: How has achieved growth in the general merchandise and fashion categories, and what are the plans to sustain this momentum? A: Sandy Xu, CEO, highlighted that has seen double-digit growth in general merchandise, with supermarkets and fashion categories accelerating. The company has focused on enhancing operational capabilities and user experience. For fashion, plans to expand brand selection and leverage supply chain advantages. In supermarkets, aims to utilize its efficient business model and supply chain to meet diverse user needs, driving sustainable growth. Q: Can you provide insights into AI adoption and its impact on advertising and other business segments? A: Sean Zhang, Director of Investor Relations, stated that is actively integrating AI across its operations to enhance efficiency and user experience. AI is being used to improve demand-supply matching, optimize advertising algorithms, and enhance fulfillment processes. The company is developing AI-powered tools for merchants and leveraging AI in logistics to reduce costs and improve productivity. Q: What are the key metrics and financial impacts of food delivery business? A: Sean Zhang, Director of Investor Relations, noted that food delivery business has seen rapid growth in order volume and user engagement. The company is focusing on building fundamental capabilities and enhancing user experience. While still in the early stages, the business is expected to generate synergies with JD's core retail operations, driving incremental growth and efficiency improvements. Q: How does plan to enhance shareholder returns, and what are the recent updates on share buybacks and dividends? A: Sandy Xu, CEO, reported that has repurchased approximately 80.7 million ordinary shares in 2025, representing 2.8% of outstanding shares. The company also completed a $1.44 billion dividend payout. remains committed to returning value to shareholders through dividends and buybacks while focusing on long-term growth in business scale, profitability, and cash flow. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Bloomberg
22-04-2025
- Business
- Bloomberg
JD.com, Meituan Shares Plunge as Delivery Competition Heats Up
Shares of Meituan and Inc. tumbled as competition heated up in the Chinese food delivery space. fell as much as 8.1% in Hong Kong on Tuesday, while Meituan shares slumped 7.1% to their lowest in about 7 months. Both stocks were among the worst performers on the Hang Seng Tech Index.
Bloomberg
21-04-2025
- Business
- Bloomberg
JD to Add 100,000 Delivery Riders in China to Take On Meituan
Inc. plans to add 100,000 full-time riders within the next three months, amplifying its food delivery push as competition against market leader Meituan heats up. The move is a response to a rival forbidding riders from accepting delivery orders from JD, the Beijing-based company said in a statement on WeChat. JD said it will guarantee enough orders to riders who have been banned by the rival to ensure that their income doesn't decrease, while also seeking to arrange jobs for their partners to enhance household income.
Yahoo
20-03-2025
- Business
- Yahoo
Is JD.com Inc. (JD) The Best Undervalued Stock to Buy According to Billionaires?
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:JD) stands against other best undervalued stocks to buy according to billionaires. Identifying undervalued stocks in an uncertain market environment is both a challenge and an opportunity for investors. Market cycles, economic sentiment, and valuation distortions often create conditions where fundamentally strong companies trade below their intrinsic value, which is generally termed as undervaluation. Understanding these trends and distinguishing between temporary market corrections and broader economic slowdowns is crucial for investors seeking long-term gains. In an interview with CNBC on March 11, Chris Grisanti, MAI Capital Management chief market strategist, highlighted the importance of recognizing market signals and valuations to navigate the investment landscape effectively. He stressed that entry price is a critical factor in investing, especially as valuation distortions have grown in recent years with growth stocks significantly outperforming value stocks. Chris pointed to a shift in market trends, noting that past corrections were often led by tech stocks dragging the market down, resulting in what he viewed as natural and healthy pullbacks. However, this time, the decline is being led by economically sensitive sectors such as banks, airlines, and consumer discretionary stocks, signalling a potential economic slowdown. He cautioned that even irrational fears could become self-fulfilling, as businesses may delay spending and hiring, further exacerbating economic weakness. Examining recent market movements, Chris noted that while tech stocks have continued to struggle, other sectors that previously showed strength, such as banking and airlines, are now also facing pressure. This broad-based decline has raised concerns about a deeper economic downturn. When asked about potential buying opportunities, he acknowledged that while airlines appear undervalued, their susceptibility to economic downturns makes them a riskier bet. For investors seeking to capitalize on undervalued stocks, the key lies in identifying companies with strong fundamentals, stable cash flows, and a proven ability to withstand economic downturns. Companies with pricing power, consistent earnings growth, and strong balance sheets may provide attractive investment opportunities despite broader market headwinds. Additionally, sectors that have been disproportionately punished due to short-term sentiment rather than fundamental weaknesses may offer long-term value for patient investors. While uncertainty remains in the market, periods of heightened volatility often create compelling opportunities for value-oriented investors. A disciplined approach that considers valuation metrics, industry trends, and company-specific strengths can help investors uncover undervalued stocks with significant upside potential. To determine the 10 undervalued stocks to buy according to billionaires, we scanned Finviz and shortlisted the top 10 stocks that are trading at a forward price-to-earnings (P/E) below 15 and are also most favoured by billionaire investors. For the relevant data on billionaires, we leveraged Insider Monkey's database on billionaire holdings. We then arranged the shortlisted stocks in ascending order based on the number of billionaire investors holding stakes in each company as of Q4 2024. Additionally, we provided insights into hedge fund sentiment surrounding these stocks, using data from Insider Monkey's Q4 2024 database of hedge are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A wide and imposing view of a supply chain distribution center, illustrating the company's technology Inc. (NASDAQ:JD) is one of China's largest e-commerce platforms, known for its strong logistics network and commitment to product authenticity. Unlike traditional marketplace models, controls its own supply chain, offering fast and reliable deliveries through its extensive warehousing and fulfillment infrastructure. Following strong 2024 earnings results, a Mizuho analyst raised the price target on Inc. (NASDAQ:JD) from $43 to $50 while reiterating an Outperform rating. The analyst noted that delivered better-than-expected results, with revenue growth and margin expansion driven by government trade-in programs for appliances and electronics, as well as an improved supermarket selection. The increase in price target reflected the company's solid performance and positive outlook. Overall, JD ranks 4th on our list of best undervalued stocks to buy according to billionaires. While we acknowledge the potential of JD to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than JD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
