Express News | NIO up 1.4% and PDD Holdings 2% Premarket

ReutersJan 21 04:33 ET

Express News | JD.com Jumps 3.9%, Li Auto Rises 6.3%, Xpeng Jumps 7.4% Premarket

ReutersJan 21 04:32 ET

Express News | U.S.-Listed Shares of Chinese Firms Rise Premarket as Trump Holds off on Imminent Tariffs

ReutersJan 21 04:27 ET

Positive Outlook and Buy Rating for JD.com Driven by Strong Growth and Strategic Positioning

TipRanksJan 21 04:05 ET · Ratings

[Brokerage Focus] China Securities Co.,Ltd. maintains a "Buy" rating on JD.com (09618), expecting profit margin improvements to continue through enhanced supply chain efficiency.

Jingwu Financial News | China Securities Co.,Ltd. issued a Research Report stating that JD.com (09618) is expected to see a year-on-year revenue growth of 9.5% to 335.1 billion yuan in Q4 2024, with Non-GAAP Net income of 10.1 billion yuan, corresponding to a net margin of 3.02%, compared to 2.75% in the same period last year. Benefiting from the push of national subsidy policies, the growth rate of powered categories in this quarter has significantly improved month-on-month and exceeded the growth rate of daily goods, with home appliances and computers growing faster than mobile phones. In terms of profits, although sales expenses have risen during the industry's peak season, benefiting from the upgrade policy, the gross margin of 1P categories like home appliances and PCs has shown significant improvement. Looking ahead to 2025, it is expected that

Jinwu Financial NewsJan 21 03:08 ET

[Brokerage Focus] BOCOM INTL pointed out that the e-commerce growth rate is steady in the fourth quarter, with the trade-in program driving accelerated growth in the home appliance Industry in December.

Jingwu Financial News | BOCOM INTL stated that in the fourth quarter, the physical e-commerce adjusted year-on-year growth is 3.5% (compared to 6.2% in the third quarter). The bank estimates the full-year GMV growth for 2024: Industry (+7%) / Alibaba (+6%) / JD.com (+7%) / PDD Holdings (+18%) / Kuaishou (+17%). 1) Alibaba Taotian: The incremental contribution of technical service fees and the penetration of full-site products will lead to stable CMR growth. 2) PDD Holdings: National subsidy policies primarily benefit platforms centered on self-operated/official flagship stores, increasing subsidies to maintain product price competitiveness may have a certain impact on profit growth expectations. 3) JD.com.

Jinwu Financial NewsJan 20 19:46 ET