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JD.com Options Spot-On: On November 29th, 59,819 Contracts Were Traded, With 1.79 Million Open Interest
Huaxi Securities: Maintaining a "buy" rating for Bosideng. The expansion of new product categories such as sun protection clothing and lightweight down jackets has greatly increased store performance.
Huaxi Securities has released a research report stating that it maintains a "buy" rating for bosideng (03998). The analysis of its future potential indicates that in the short term, with national temperatures being relatively high in November, there are concerns in the market about a warm winter affecting down jacket sales. However, it can be observed that recent temperatures have significantly dropped, and the company has maintained a low initial order ratio in recent years. As temperatures decrease, dealers can place rolling orders based on sales performance, using pull replenishment, s quick response, and other flexible methods for timely restocking. In the medium term, the company continues to launch upgraded iterations of sun protection clothing, lightweight down jackets, and three-in-one jackets with goose down, ensuring that new products continue to innovate, with a focus on implementing.
[Brokerage Focus] Haitong Sec gives jd.com (09618) an "Outperform" rating, indicating that Q3 adjusted net margin has seen healthy growth.
Jinwu Financial News | Haitong Securities issued research reports stating that jd.com (09618) achieved a 5.1% year-on-year growth in revenue in 3Q24. Home appliances and 3C products increased by 2.7% year-on-year, while fast-moving consumer goods grew by 8.0% year-on-year. In 3Q24, service revenue increased by 6.5% year-on-year to 55.8 billion yuan, with logistics and other services growing by 6.5% year-on-year, and platforms and advertising increasing by 6.3% year-on-year. Key performance highlights: (1) Both gross margin and Non-GAAP net margin achieved healthy growth: Benefiting from the company's continuous improvement in supply chain capabilities, scale effects, and operational efficiency, the gross margin in 3Q24 increased to 17.3% year-on-year.
[Brokerage Focus] Nomura Securities points out that the growth of internet users in China is steady, and e-commerce platforms are significantly affected by the november 11 shopping festival-related promotions.
Kingwusai | Nomura Securities' research report pointed out that in October 2024, China's smart phone monthly active users (MAS) increased by 2.2% year-on-year, reaching 1.25 billion, remaining flat compared to previous months. The total online time of users increased by 5.8% year-on-year, maintaining a growth trend. The user engagement of e-commerce applications increased sequentially during the november 11 shopping festival, with the monthly online time of alibaba's Taobao app and jd.com's app growing by 21% and 23% respectively, while pdd holdings' online time only increased by 5% due to its less reliance on major promotional activities. Xiaohongshu (XHS) performed outstandingly, with a 39% year-on-year increase in monthly online time.
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
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JD.com Options Spot-On: On November 27th, 138.62K Contracts Were Traded, With 1.76 Million Open Interest
Express News | Shares of US-listed Chinese Stocks Are Trading Higher Following a Report Indicating Additional Chinese Fiscal Stimulus After a Key Economic Meeting in December
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Hong Kong stocks are moving | The index of Hengke has expanded its increase to over 3%, with all network technology stocks rising. Meituan-W (03690) is up nearly 7%.
The Heng Science Index expanded by over 3%, with regards to the component stocks, network technology stocks rose across the board today, with Meituan-W (03690) up 6.7%, closing at 175.3 Hong Kong dollars; jd.com Group-SW (09618) increased by 4.42%, closing at 141.8 Hong Kong dollars.
Hong Kong stocks unusual movement | jd.com Group-SW (09618) opened more than 2% higher, amazon purchases from overseas settle in jd.com, cross-border shopping delivers in as fast as 2 days.
JD.com Group-SW (09618) opened more than 2% higher, and as of writing, it is up 2.28%, at 138.9 HKD, with a trading volume of 70.6241 million HKD.
JD.com Options Spot-On: On November 26th, 85,541 Contracts Were Traded, With 1.73 Million Open Interest
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JD.com Options Spot-On: On November 25th, 116.14K Contracts Were Traded, With 1.78 Million Open Interest
Trump's tariffs are worrying! NRF: Could shrink usa consumers' spending power by $78 billion annually
① The National Retail Federation reports that the tariffs proposed by Trump could cost usa consumers between 46 billion and 78 billion dollars each year. ② Tariffs will lead to price increases on outfits, toys, furniture, and other products, which will ultimately be passed on to consumers by retailers; ③ Wall Street investment banks have pointed out that the imposition of high tariffs could severely impact economic growth, and retailers may collectively raise prices.
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