jd.com makes a major move! Shareholding dada nexus, fully entering the instant retail market.
On September 17th, dada nexus announced in its US stock announcement that jd.com has completed the purchase of 87.4813 million ordinary shares and 1.875 million American depositary shares held by walmart's subsidiary. As a result, jd.com has acquired all the shares held by walmart and its shareholding percentage has increased to 63.2%.
JD.com Options Spot-On: On September 18th, 140.36K Contracts Were Traded, With 1.37 Million Open Interest
On September 18th ET, $JD.com(JD.US)$ had active options trading, with a total trading volume of 140.36K options for the day, of which put options accounted for 21.59% of the total transactions, and
Citi: Among e-commerce stocks, we prefer Meituan-W (03690) and Tencent Holdings (00700) more than Alibaba-SW (09988).
According to Daiwa, due to slowing growth and intense competition, Alibaba's valuation should be lower than other Chinese internet peers.
Express News | Macgregor: Regional policy response is positive, Haier Smarthome, Midea, and jd.com are expected to benefit.
The U.S. stock market hit a new high again, with Chinese concept stocks and cryptos surging! Waiting quietly for the "crucial moment".
After the overnight Dow Jones Industrial Average and S&P 500 index hit new highs in intraday trading, the Japanese stocks also opened strongly.
Futu Morning News | Rate cut countdown! US stocks continue to break records; Bank of America: Long the seven giants of US stocks is still the most crowded trade.
"New美联储通讯社": The situation is complex, and there are still doubts about the magnitude of the Fed's first rate cut; if the Fed's first cut is done "properly", the record-breaking betting on a significant rate cut may face huge risks; Apple's iPhone 16 series pre-order sales in the first weekend fell short of expectations, analysts: the long-term outlook remains optimistic.
JD.com Options Spot-On: On September 17th, 156.55K Contracts Were Traded, With 1.33 Million Open Interest
On September 17th ET, $JD.com(JD.US)$ had active options trading, with a total trading volume of 156.55K options for the day, of which put options accounted for 23.18% of the total transactions, and
US stock abnormality: dada nexus rose more than 14%, jd.com acquired all the shares of dada nexus held by walmart, increasing its shareholding ratio to 63.2%.
On September 17th, Dada Nexus (DADA.US) rose more than 14% to $1.21; jd.com (JD.US) rose more than 2.7% to $27.02. In terms of news, on September 17th, Dada Nexus announced in its press release that JD.com has completed the purchase of 87.48128 million ordinary shares of Dada Nexus and 1.875 million American depository shares previously held by walmart. As a result, JD.com has acquired all of walmart's stake in Dada Nexus, increasing its ownership to 63.2%. An insider from jd.com told the media that this move demonstrates jd.com's long-term and steady development strategy for Dada Nexus.
《Da Xing》 Bocom Intl's rating, target price, and valuation forecast for Chinese e-commerce stocks (Table)
BOCOM International released a report stating the investment ratings and target prices for Chinese e-commerce stocks: Alibaba (BABA.US) Buy Target price: $111 PDD Holdings (PDD.US) Buy Target price: $194 Meituan (03690.HK) Buy Target price: HK$136 JD.com (JD.US) Buy Target price: $41 Kuaishou (01024.HK) Buy Target price: HK$54 ---------------------------- The bank also listed the valuation forecasts for e-commerce stocks and international e-commerce stocks: Stock Forecasted P/E ratio for 2025
"Da Xing" bocom intl: Mainland e-commerce stocks are still undervalued, and Alibaba may benefit from the Hong Kong Stock Connect and enhanced liquidity.
Bocom Intl released a report stating that Mainland China's physical e-commerce online retail sales in August increased by 4.1% year-on-year after adjustment, compared to 8.1% and 6.4% in July and the second quarter. In terms of categories, the trends for food, daily necessities, and cosmetics are generally consistent with July. Back-to-school purchases drove double-digit growth in communication equipment, benefiting from the subsidy for replacing old appliances, leading to a positive growth rate in household appliances, while the growth rate for sports and entertainment products/furniture slowed down. Mainland China Post Office predicts that the express delivery business volume in August will increase by about 19% year-on-year, driven by Qixi Festival and the back-to-school season stimulating the demand for mailing services. Looking ahead, Ali (09988.HK)'s Tmall's market share remains stable, according to the bank.
Morgan Stanley: Positive response to regional policies is expected to benefit Haier (06690.HK) and jd.com (09618.HK)
Macquarie's research report pointed out that China's recent announcement of subsidies for consumers to replace household appliances has received positive responses in regional policies. The bank believes that the policy has started to show results in the sales of white appliances in retail, and it is estimated that sales and market leaders with higher levels of energy-efficient appliances will benefit more. The bank pointed out that Haier (06690.HK) is the preferred choice in the industry, followed by Midea (000333.SZ), and JD.com (09618.HK) will also benefit from the policy. Macquarie mentioned that data shows that retail trade in some regions where the policy has been implemented has seen growth. Since the implementation of the policy...
jd.com (09618.HK) purchases the shares held by Walmart subsidiary dada nexus
Mainland logistics company dada nexus (DADA.US) announced that JD.com (09618.HK) has acquired 87.5 million shares of common stock held by Walmart Inc. (WMT.US), as well as 1.875 million American depositary shares. Dada nexus stated that it hopes to continue its mutually beneficial business cooperation with Walmart. As for JD.com's investment, it reflects the unique role the company plays in JD.com's extensive ecosystem and demonstrates JD.com's confidence in the company's long-term growth and development. (js/k)~
Express News | iPhone 16 series just started pre-sale, and many e-commerce platforms have launched a new round of subsidy war.
Express News | Dada: jd.com buys Walmart's stake in the company.
JD.com Options Spot-On: On September 16th, 125.73K Contracts Were Traded, With 1.31 Million Open Interest
On September 16th ET, $JD.com(JD.US)$ had active options trading, with a total trading volume of 125.73K options for the day, of which put options accounted for 26.99% of the total transactions, and
In August, online retail sales in the mainland increased by 8.9% compared to the previous year, accounting for 25.6% of the total retail sales of consumer goods.
According to the National Bureau of Statistics, in the first 8 months of this year, the national online retail sales reached 9635.2 billion yuan (the same below), an 8.9% increase year-on-year. Among them, the online retail sales of physical commodities reached 8014.3 billion yuan, an 8.1% increase, accounting for 25.6% of the total retail sales of consumer goods; within the online retail sales of physical commodities, the growth rates of food, clothing, and daily necessities were 19.1%, 5.0%, and 7.0% respectively.
JD.com, Inc. (JD): This Humanoid Robot Stock Will Ride a $30 Trillion Opportunity According to Morgan Stanley
Express News | The work report meeting on the compliance and governance of online sales of medical instruments will be held in Beijing.
jd.com (09618.HK) and Mengniu (02319.HK) aim to achieve 30 billion RMB in cooperation in the next four years.
JD.com (09618.HK) announced that it has recently reached a comprehensive strategic cooperation with Mengniu (02319.HK), and the two parties have clearly strengthened the depth and breadth of cooperation in all channels and industries in the next four years, aiming to achieve a cooperation target of 30 billion RMB. At the same time, they will jointly promote cooperation projects such as warehouse network transformation, marketing co-creation, new product development, supply chain optimization, agricultural assistance, and public welfare cooperation. In this strategic cooperation, JD.com and Mengniu will not only cooperate in retail channels, logistics services, and enterprise procurement, but also further expand in the areas of industrial procurement, supply chain finance and insurance services, and digital transformation.
Express News | Sam's Club responds to rumors of "merging" with pdd holdings: To ensure the purchase of authentic products, please choose Sam's Club's officially certified channels.