JDCMF News and Press, JD.com From 05/08/24

2024-05-08 12:01:57 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 investible candidates that may b...

2024-05-02 18:15:09 ET Summary Apple Inc. stock has shown increased volatility lately due to extended company-specific woes, particularly in the face of rising competition in China. The company's March quarter revenue declines continue to highlight risks of persistent market share...

2024-04-30 14:45:53 ET Summary PDD Holdings Inc. delivered a strong quarter, beating profit expectations on both lines. What really surprised me was the cost-control measures and stable margin amid Temu’s rapid expansion. The recent stock price decline, combined with it...

2024-04-18 14:22:07 ET Summary ANTA Sports Products has risen by 6.7% YTD supported by a pickup in the Shanghai Composite. Its latest earnings release indicates the likelihood of a further upside. Accelerated revenue and earnings growth in 2023, with both the ANTA brand and FILA p...

2024-04-17 01:50:40 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...

2024-04-09 01:52:14 ET Summary JD.com's stock price has risen by 11% since I last wrote about it in January, while competitors like Alibaba and PDD Holdings have tumbled in the meantime. Some impact of the company's efforts to woo both merchants and customers through better terms ...

2024-03-13 14:40:23 ET Summary ATRenew Inc. reported strong earnings results for 2023, with total net revenues increasing by 31.4% compared to the previous year. The stock price has decreased due to the decline of the Chinese stock market, but this presents an opportunity for inve...

2024-03-11 08:22:37 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...

2024-03-08 09:17:01 ET Summary JD.com, Inc. has several great 5-year trends in net income and revenues, but its fortunes are dependent on consumer behavior in China, which is turning bearish. While the announced share buyback and dividend announcement might prop up the stock, a po...

2024-03-06 11:30:05 ET JD.Com, Inc. (JD) Q4 2023 Earnings Conference Call March 06, 2024, 07:00 ET Company Participants Sean Zhang - Director, IR Ran Xu - CEO, Executive Director & CEO, JD Retail Ian Shan - CFO Conference Call Participants Ronald ...