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JD.com Options Spot-On: On January 24th, 116.39K Contracts Were Traded, With 970.63K Open Interest
On January 24th ET, $JD.com(JD.US)$ had active options trading, with a total trading volume of 116.39K options for the day, of which put options accounted for 23.09% of the total transactions, and
Shares of US-listed Chinese Stocks Are Trading Higher Amid China's Efforts to Get Insurers to Invest in Stocks and Support Markets.
U.S. Stock Market Outlook | Latest weight loss drug data boosts stock prices! Novo-Nordisk A/S surges 14% in pre-market; Chinese concept stocks rise broadly in pre-market, with JD.com and Himax Technologies both up over 3%.
American Express fell over 3% in pre-market trading, with the company expecting revenue growth of 8% to 10% by 2025; Verizon rose over 1% in pre-market trading, exceeding revenue expectations and adding 1 million mobile and broadband users.
Reports suggest that since the mainland's "national subsidy" on Monday, mobile phone sales have increased by 3 to 5 times compared to usual, with Xiaomi (01810.HK) rising 7.5% to reach a record high.
The stocks of mobile phones and devices expanded their gains this afternoon (24th), with Xiaomi-W (01810.HK) breaking records, rising 7.5% to 37.1 yuan. ZTE (00763.HK) increased by 8.5%, Sunny Optical (02382.HK) surged 7.9% to 72.95 yuan, and Qiu Titanium (01478.HK) jumped 13.3%, while BYD Electronics (00285.HK) rose by 4.5%. According to a report from China National Radio, starting from January 20 this year, new subsidy policies for purchasing mobile phones, tablets, and smartwatches (bands) have begun to take effect nationwide. Journalists visited major digital brand stores and found that the stores are full.
Hong Kong stock fluctuation | The Hengke Index increased by over 3% in the afternoon, Network Technology stocks are all in the green, JD-SW (09618) rose by more than 3%.
In the afternoon, the 恒科 Index rose more than 3%. In terms of constituent stocks, Network Technology stocks all turned positive, with JD-SW (09618) up 3.24% to HKD 156.1; KINGSOFT (03888) rose 3.19% to HKD 35.55.
Goldman Sachs has listed stocks in the Asia-Pacific region that focus on shareholder returns in China, including BYD (01211.HK), TONGCHENGTRAVEL (00780.HK), YUM CHINA (09987.HK), Bank of China (03988.HK), China Merchants Bank (03968.HK), JD.com (JD.US), a
Goldman Sachs released a Research Report listing the Asia-Pacific focus on shareholder return stocks in China, covering companies including BYD (01211.HK), TONGCHENGTRAVEL (00780.HK), YUM CHINA (09987.HK), Bank of China (03988.HK), China Merchants Bank (03968.HK), ZTO Express - W (02057.HK), JD.com (JD.US), and Tencent (00700.HK). The Hong Kong stocks among these are listed below. The detailed Target Prices and ratings for each stock are as follows. Stock | Investment Rating | Target Price (HKD) BYD Company (01211.HK) |
Market overview | Is the "Chinese New Year red envelope" market trend reappearing? The Hong Kong stock market is rallying across the board, with the Hang Seng Index rising over 2% and the Tech Index rising over 3%.
All three major indexes in Hong Kong are rising, with star Network Technology stocks and the mobile Industry Chain collectively pushing higher; chip stocks performing well, Semiconductor Manufacturing International Corporation rising nearly 4%, and HUA HONG SEMI increasing by over 3%.
The Ministry of Commerce stated that last year's retail sales of consumer goods increased by 3.5% to 48.8 trillion yuan.
The Deputy Minister of Commerce, Sheng Qiuping, stated that last year the total retail sales of consumer goods increased by 3.5% year-on-year to 48.8 trillion yuan, with significant results from the trade-in programs. More than 6.8 million automobiles were traded in, sales of trade-in home appliances exceeded 62.76 million units across eight categories, about 60 million items were subsidized for home renovation in kitchens and bathrooms, and more than 1.38 million electric bicycles were traded in, collectively driving the sales of related products to exceed 1.3 trillion yuan, boosting the annual growth of social retail by one percentage point. He also mentioned that last year, the expansion and upgrade of service consumption led to a 6.2% year-on-year growth in service retail sales, with per capita service consumption.
GTJA: In Q4 2024, the allocation ratio of actively managed Funds to Hong Kong stocks reached a record high, with significant increases for leading Technology companies.
GTJA released a Research Report stating that in Q4 2024, actively managed Funds will reduce their holdings significantly, with an increase in allocation to Technology stocks and a narrowing of dividends towards Banks.
A new round of "trade-in for new" sales is strong on Tmall and JD.com.
Citigroup believes that the trade-in program supported JD.com and Alibaba's revenue growth exceeding expectations in the fourth quarter of 2024, and the extension of the program as well as the expansion into more 3C categories is expected to continue driving growth in the first quarter of 2025.
Market overview: The three major Indices opened high but fell lower, with the Tech Index closing down over 1%. The performance of the domestic Silver and Insurance Sectors was impressive, as China Everbright Bank rose over 4% against the market trend, and
Network Technology stocks fell, with XIAOMI-W down 2.27% and Bilibili-W down 1.47%; many Apple Supplier stocks declined, with FIH down 4.82% and BYD Electronics down 3.23%; Lithium Battery stocks generally fell, with Zhongxin Innovation down 3.78% and CHAOWEI POWER down 3.42%.
Major rating｜Citi: Maintains JD.com's "Outperform" rating, expects stable performance in the fourth quarter.
On January 23, Glonghui reported that Credit Lyonnais published a Research Report stating that JD.com is expected to achieve solid performance, with total revenue and adjusted EBIT forecasted to increase by 9% and 23% year-on-year in the fourth quarter of fiscal year 2024, respectively. Sales of electronic products are benefiting from the old-for-new policy, while supermarket commodities with insufficient penetration continue to grow strongly, and direct sales may see high single-digit percentage growth year-on-year again, with savings from subsidies translating into higher profits. Credit Lyonnais mentioned that the old-for-new policy has been extended in Mainland China this year, covering a broader range of product categories, and JD.com is the major beneficiary online, with a forecasted revenue growth of 5% to 6% for fiscal year 2025.
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Major banks rating | BOCOM INTL: Raised JD.com Target Price to HKD 233, expects this year's profit to maintain healthy growth.
Gelonghui, January 23 | BOCOM INTL published a research report indicating that JD.com benefits from the trade-in policy, which involves an expansion of categories and scale that will continue to be Bullish for JD.com's sales in electrified categories, while supply chain efficiency continues to improve. Therefore, the bank has raised its revenue and profit forecasts for the group for the fourth quarter of 2024 by 3% and 12% respectively. The bank expects that JD.com's profits this year will still maintain healthy growth, raising the Target Price from HKD 217 to HKD 233, maintaining a "Buy" rating.
In "The Big D" report, Lyon expects JD.com (JD.US) to have steady performance in the last quarter, with the old-for-new policy continuing to support growth this year.
Citi released a Research Report indicating that JD.com (JD.US) is expected to achieve solid performance, with total revenue and adjusted EBIT growth of 9% and 23% year-on-year in Q4 of the 2024 fiscal year, respectively. The sales of electronic products are benefiting from the "trade-in for new" policy, while the underpenetrated supermarket Commodities continue to grow strongly. Direct sales may again experience high single-digit percentage year-on-year growth, and savings from subsidies will also translate into higher profits. Citi mentioned that the central government has extended the "trade-in for new" policy this year, covering a wider range of product categories, and JD.com is a major online beneficiary, with revenue growth projected at 5% to 6% for the 2025 fiscal year.
Citi's report "Big Companies": The trade-in policy further supports steady growth in first-quarter revenues. Recently, the priority order for e-commerce is JD.com (JD.US), Alibaba (BABA.US), and PDD Holdings (PDD.US).
Citi has released a research report stating that following the recent expansion and extension of the old-for-new policy by the mainland government, the subsidy activity officially started on January 20. The bank pointed out that the original old-for-new policy boosted the performance of JD.com (JD.US) and Alibaba (BABA.US), and it is expected that the revenue growth in the fourth quarter of last year exceeded expectations. Therefore, Citi believes that extending the relevant policy to this year and covering more 3C category products should further support steady revenue growth in the first quarter. The bank reiterated that the recent priority for e-commerce is JD.com (JD.US), Alibaba (BABA.US), and PDD Holdings (PDD.US).
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JD-SW (9618.HK): Fundamental conditions continue to improve, with clear support from national subsidies.
Key Financial Indicators Outlook: We expect JD.com Group to achieve total revenue of 334.6 billion yuan in Q4 2024 (YoY +9.3%), with Commodity revenue expected to be 270.4 billion yuan (YoY +9.7%), and service revenue is expected to be.
U.S. stocks movement | JD.com is up over 1% in pre-market trading, and Bank of America expects its Q4 revenue to exceed market expectations.
On January 22, Gelonghui reported that JD.com (JD.US) rose 1.25% pre-market trading to $38.98. According to news, Bank of America Securities released a research report indicating that JD.com is expected to announce its fourth-quarter earnings for last year in early March, predicting a year-on-year revenue growth of 10.1% to 337 billion yuan, which is 3% higher than the general market forecast. Looking ahead to 2025, under the higher base of 2024, Bank of America currently predicts JD.com's revenue will grow year-on-year by 6.7%, with non-GAAP net income expected to increase by 10% to 51 billion yuan. The company maintains a 'Buy' rating.