JD.com Stock Discussion

Retail investors are closely watching earnings reports from Walmart, Alibaba, and JD.com, set to be released before the market opens on Thursday.
1. $Walmart (WMT.US)$ : Expected to report $167.38 billion in revenue and $0.65 EPS for Q2. Investors will be watching to see if Walmart meets its own guidance of a 3.5% to 4.5% rise in consolidated net sales and operating income. Sentiment has shifted to ‘neutral’ wit...

Scion Asset Management (AUM: $52M)
*Buys: $Shift4 Payments (FOUR.US)$ , $Molina Healthcare (MOH.US)$ , $Hudson Pacific Properties Inc (HPP.US)$ , $Olaplex (OLPX.US)$ , $BioAtla (BCAB.US)$
*Adds: $Baidu (BIDU.US)$ , $Alibaba (BABA.US)$
*Reduced: $JD.com (JD.US)$ , $TheRealReal (REAL.US)$
*Sold: $HCA Healthcare (HCA.US)$ , $Citigroup (C.US)$ $Sprott Physical Gold Trust (PHYS.US)$ , $Block (SQ.US)$ , $The Cigna Group (CI.US)$ , $Advance Auto Parts (AAP.US)$ , $BP PLC (BP.US)$ , ...

Retail sales of goods were 3.33 trillion yuan, which rose by 2.7%y/y; (expanded)
Total revenue for the catering industry was 440.3 billion yuan, which rose 3.0%. (narrowed).
$Alibaba (BABA.US)$ $BABA-SW (09988.HK)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $Pinduoduo Concept (BK0724)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$

Michael Burry, renowned for his 2008 bet against the US housing market, increased his stake in $Alibaba (BABA.US)$ in the second quarter while significantly reducing his overall equity portfolio. Scion Asset Management, Burry’s firm, reported an $11.2 million position in Alibaba, up from $9 million in the first quarter, adding 30,000 shares.
Additionally, Burry initiated a new position in Shift4 Payments Inc., which became the ...

As $BABA-SW (09988.HK)$ and $JD-SW (09618.HK)$ prepare to report earnings, investors are evaluating which stock presents the best investment opportunity.
Alibaba has surged approximately 8% year-to-date, though it's down 13.6% over the past year. The company is expected to report first-quarter earnings with an EPS estimate of $2.11 and annual revenue of $941.2 billion. Analysts remain bullish...

July retail sales 2.7% y/y [Est.2.6%]
July industrial growth 5.1% y/y [Est.5.2%]
Jan-Jul fixed asset investment 3.6% y/y [Est.3.9%]
July Unemployment 5.2% [Prev. 5.0%]
$BABA-SW (09988.HK)$ $XIAOMI-W (01810.HK)$ $MEITUAN-W (03690.HK)$ $PDD Holdings (PDD.US)$ $JD-SW (09618.HK)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$

$JD.com (JD.US)$ is this going to pump tomorrowww?