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JD.com Newsroom
JD.com's Target Price has been significantly raised by UBS Group and Citigroup, and will continue to benefit from the Consumer trade-in policy.
UBS Group's latest Research Reports suggest that after China introduces the appliance trade-in subsidy policy at the end of August 2024, consumer sentiment is gradually stabilizing in the fourth quarter. Since JD.com accounts for as much as 60% of the GMV in the home appliance and 3C electronics sector, its performance should be better than the Industry and China Retail Trade.
Hong Kong Stock Market Midday Review | All three major indices rose, with the Hang Seng Index stabilizing above 19,000; chip and photovoltaic stocks performed well, with Semiconductor Manufacturing International Corporation rising nearly 5% and GCL TECH r
Network Technology stocks rose, NTES-S increased by 2.42%, TENCENT rose by 1.49%; Semiconductors stocks strengthened, SHEEN TAI fell by 6.52%, Semiconductor Manufacturing International Corporation rose by 4.84%; Nonferrous Metals stocks had many declines, Zijin Mining Group fell by 5.07%, CMOC Group Limited fell by 2.98%.
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
Express News | JD.com launched the 2025 old-for-new program, offering a 10% subsidy on Commodities in the automotive aftermarket.
Shares of Chinese Stocks Are Trading Higher. China's Central Bank Reportedly Indicated It Would Take Measures to Support Economic Growth.
Express News | Ishares China Large Cap ETF up 2.3%, Kraneshares CSI China Internet ETF 3%
Express News | PDD Holdings up 2.9%, NetEase up 1.4%, Baidu up 2.3%
Express News | Li Auto up 4.2%, JD.com up 4.8%, NIO up 1.4%, Xpeng 8.9%
Hong Kong Market Quick Look | Hong Kong stocks were strong all day! The Hang Seng Index firmly held above the 19,000 mark, with the Tech Index rising over 3%; Tencent Related stocks surged, with Weimeng up over 26% and Youzan up over 8%.
Network Technology stocks rose, with JD-SW increasing by 5.35% and MEITUAN-W rising by 5.02%; CECEP Solar Energy stocks climbed higher, with FLAT GLASS up by 5.57% and FUYAO GLASS up by 5.06%; Autos stocks advanced, with LEAPMOTOR increasing by 13.00% and XPENG-W rising by 8.47%;
Macquarie has listed investment ratings and Target Prices for Chinese internet stocks (table).
Macquarie released a report listing investment ratings and target prices for Chinese internet stocks: Stock│Investment Rating│Target Price Alibaba-W (09988.HK)│Outperform│HKD 135.5 Baidu (09888.HK)│Neutral│HKD 83 JD (09618.HK)│Outperform│HKD 217 NetEase (09999.HK)│Outperform│HKD 198 ALI HEALTH (00241.HK)│Underperform│HKD 3.4 JD HEALTH (06618.HK)│Underperform│HKD 23.3 JD Logistics (02618.HK)│Outperform
Major banks rating丨UBS Group: Reiterates JD.com as the top pick in the domestic e-commerce Sector with a Target Price of 64 USD.
Gelonghui, January 14 | UBS Group published a research report indicating that since China launched the appliance replacement subsidy policy at the end of August last year, Consumer sentiment has gradually stabilized in the fourth quarter. Due to JD.com accounting for 60% of the GMV in the appliance and 3C electronics sectors, its performance should be better than the Industry and China Retail Trade. UBS Group pointed out that by 2025, the extension of the replacement subsidy and the expansion of categories should alleviate market concerns about JD.com's revenue growth this year, and there is still room for improvement in the penetration rate of consumers and categories. The firm reaffirmed JD.com as the preferred stock in the domestic e-commerce Sector, considering the low market expectations, reasonable valuations, and macroeconomic stimulus measures.
Hong Kong Stock Market Midday Review | The Hong Kong Stock Market is aggressively rising! The Hang Seng Index has returned to the 19,000 mark, and the Technology Index has increased by more than 2%; Network Technology stocks are rebounding strongly, with
Network Technology stocks are rising, with MEITUAN-W up 4.44% and KUAISHOU-W up 4.12%; Biotechnology stocks are also climbing, with BEIGENE up 8.82% and Junshi Biosciences up 6.46%; Autos stocks are all up, with LEAPMOTOR up 15.00% and YADEA up 5.60%;
Hong Kong stock movement | JD-SW (09618) rose over 3% before noon. The related policies for the 25-year old-for-new program can alleviate market concerns about the company's revenue growth.
JD-SW (09618) rose over 3% before noon, and as of the time of writing, it is up 3.57%, priced at 133.6 Hong Kong dollars, with a transaction volume of 0.407 billion Hong Kong dollars.
Four bullish factors come together! Hong Kong stocks and A-shares surge collectively, with the Hang Seng TECH Index rising over 2%, and foreign capital attitude is showing a shift.
Against the backdrop of a significant decline in the Japanese stock market, the A-shares market has shown impressive performance in the Asia-Pacific region. In the early trading today, the number of stocks that rose exceeded 5,000, and all three major Indices went up. The A50 even surged sharply, and the Hong Kong stock market was also boosted.
UBS Group: Trade-in subsidies extended and category expansion, alleviating market concerns over JD.com (09618.HK) revenue growth this year.
UBS Group released a research report stating that since China launched the home appliance replacement subsidy policy at the end of August last year, Consumer sentiment has gradually stabilized in the fourth quarter. Given that JD.com (09618.HK)(JD.US) accounts for as much as 60% of the GMV in the home appliance and 3C electronics sectors, its performance should be better than the Industry and the Retail Trade in China. UBS Group pointed out that as we enter 2025, the extension of the replacement subsidy and category expansion should alleviate the market's concerns about JD.com's revenue growth this year. There is still room for improvement in Consumer and category penetration rates. The firm reaffirms JD.com as the preferred stock in the domestic e-commerce Sector, considering the market's low expectations and valuation.
"The major bank" DBS has listed its valuation forecast for Chinese Network Technology stocks (table).
DBS released a report on the Internet Industry in China, providing valuation forecasts for Chinese Network Technology stocks: Stock │ Forecast PE this year │ Forecast P/S this year │ Forecast ROI this year Alibaba-W (09988.HK) │ 10.2 times │ 1.3 times │ 12.9% Baidu-SW (09888.HK) │ 10.4 times │ 1.5 times │ 6.9% JD.com-SW (09618.HK) │ 8.9 times │ 0.3 times │ 15.4% MEITUAN-W (03690.HK) │ 16.6 times │ 2.0 times │ 21.7% NTES-S (09999.HK) │ 12.2 times
DBS Maintains JD.com(JD.US) With Buy Rating, Cuts Target Price to $47
Hong Kong market update | The decline of the Hong Kong stock market narrowed in the afternoon, with most Biotechnology stocks trending down, WUXI XDC dropping over 12%; Semiconductors stocks rose against the trend, Semiconductor Manufacturing Internationa
Network Technology stocks fell, Baidu Group-SW dropped 2.32%, XIAOMI-W fell 2.24%; Apple Supplier stocks declined, Q TECH fell 5.35%, BYD Electronic dropped 4.73%; Photovoltaic Power stocks mostly declined, FLAT GLASS fell 7.01%, XINYI SOLAR dropped 2.55%;
JD.com (09618.HK) Li Bo: "JD.com Pay" will invest 1 billion yuan in marketing expenses this year.
According to reports from domestic media, Li Bo, vice president of JD-SW (09618.HK), stated at an event that since the launch of "JD Baitiao" in 2014, it has connected over 2 million merchants with 0.25 billion Consumers. Li Bo believes that "JD Pay" effectively helps businesses reduce funding costs and increase merchant sales. He also revealed that this year, "JD Pay" aims to achieve lower transaction fees than the Industry, and will invest 1 billion yuan in marketing expenses. (js/k)~
Express News | Li Bo, Vice President of JD.com, stated that by 2025, JD.com Payment will invest 1 billion yuan in marketing expenses.