JDCMF News and Press, JD.com From 01/20/24

2024-01-20 08:06:50 ET Summary Alibaba's stock has faced challenges due to the pandemic and Chinese government regulations, but it is currently undervalued. The company's sales and gross profit have remained stable despite negative news and regulatory pressures. Upside risks i...

2024-01-11 11:30:09 ET Summary China's economic malaise is affecting investor psychology for China stocks, but PDD Holdings Inc. has been able to preserve or grow investor capital. PDD Holdings' TEMU marketplace is a success outside of China and is expected to play a larger role i...

2024-01-09 18:04:24 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2024-01-01 22:35:34 ET Summary Here are the companies I've sold this year and the reasons behind each decision. There are valuable lessons you will read here that will help you avoid mistakes. My selling goals for 2024 are to avoid overpaying, minimize actions, and always cons...

2023-12-28 07:55:17 ET Summary Crypto-related stocks gain on optimism for SEC approval of a bitcoin ETF and anticipation of interest rate cuts. Apple Watch ban paused by appeals court, allowing Series 9 and Ultra 2 smartwatches to return to stores. Alibaba fails to get suit di...

2023-12-18 20:23:18 ET Summary Chase Coleman's Tiger Global Management 13F portfolio value increased from $11.97B to $13.56B this quarter. The largest five positions in the portfolio are Meta Platforms, Microsoft, Apollo Global, Take-Two Interactive, and Alphabet. New stakes i...

2023-12-14 15:48:58 ET Summary Alibaba's stock is trading near all-time lows despite stabilizing fundamentals, a normalizing local regulatory landscape, and management's emphasis on AI integration. Concerns over Alibaba's market share loss to emerging rivals and the abandoned spin...

2023-12-11 00:00:00 ET Summary Alibaba's stock price has significantly declined, making it an attractive investment opportunity. The company's fundamentals remain strong, with solid revenue growth and positive free cash flow. The Chinese stock market has already discounted the...

2023-12-08 09:30:00 ET Summary PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion. PDD's success is attributed to its focus on bargains and its innovative group-buying model, particularly appe...

2023-12-05 22:50:05 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...