JD.Com: Only For The Patient Investors

2025-11-21 07:30:11 ET

Investment Thesis

JD.com , Inc ( JD ) remains one of the few Chinese tech giants that has not experienced a significant stock rally this year. In fact, the stock price has been down 9% year-to-date. The main reason for the underwhelming performance is the intense competition in e-commerce/delivery that leads to cash burn, and also the lack of AI catalyst as we see in Alibaba. The very low valuation, combined with the wide-scope business model and strong financial position, provides a solid downside protection. JD stock has a lot of upside potential too, but this is only for the patient investors who are willing to endure the current negative sentiment in the context of hyper-intensive competition in food delivery and e-commerce....

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