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JD.com, Inc
(NASDAQ:JD)
JD.com, Inc

JD.com, Inc., through its subsidiaries, operates as an e-commerce company and retail infrastructure service provider in the People's Republic of China. It operates in two segments, JD Retail and New Businesses. The company offers home appliances; mobile handsets and other digital products; desktop, laptop, and other computers, as well as printers and other office equipment; furniture and household goods; apparel; cosmetics, personal care items, a...
Founded: 1998
Full Time Employees: 314,906
CEO: Liu Qiangdong  (2004~)
Sector: Consumer Cyclical
Industry: Internet Retail
Next Earnings Date: 2023-03-09
Stock price: $58.62 (+4.96%)
Chinese stocks are moving again in Asian session
By: raspberry lazy guy   💬 31   
   on Nov 15, 2022

https://i.imgur.com/MKKOoat.png With China reopening and Xi and Biden having a meeting there might be a short term support for Chinese stocks at this time. $baba $jd $bili


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Why are the Chinese stocks crashing on Friday
By: ssmlee04 Community Lead :))   💬 98   
   on Jul 25, 2021

A lot of Chinese stocks were crashing on Friday. Education sector is among the hardest hit for all Chinese companies, the biggest 3 educations stocks New Oriental Education & Tech (Nasdaq:$edu) Gaotu Techedu (Nasdaq:$gotu) TAL Education (Nasdaq:$tal) are all down 50-70% each. The reason is there's a leaked government document overnight saying if you're an Education company you you can't accept foreign investments anymore, and you need to operate as non-profit company and cannot issue stocks. This basically means you won't be able to make money as an Education company in the future in China. And people are trying to sell at any cost.

Alibaba (Nasdaq:$baba) Jd.com (Nasdaq:$jd) Baidu (Nasdaq:$bidu) are also down 3-6% each. If you think about this term education as a placeholder you can literally switch the term to tech or anything else and this statement would still hold true. And that's probably why Alibaba (Nasdaq:$baba), JD.com (Nasdaq:$jd) those companies are always traded at lower multiples compared to their US peers. Because an overnight change in regulation can make your life really miserable, and this is the risk investors does not want normally.

That means if you're looking for value it seems it's there. It's also true the Chinese companies are growing at really good pace sometimes and that make it seem like a good deal. But in the long run you're probably not much better off investing in value than other things that doesn't have those(political) restrictions. A lot of times things are cheap for a reasons. you just need to be willing to see it with your eyes.

Didi Global (Nasdaq:$didi) also dropped 20% on Friday. Their app is not even in the Chinese app store at this time. And no one knows when would their app be put back to the app store again. When the government wants to mess with you you're going to have a miserable life. Even when you're a sector leader your company can be wipe out of existence is a short period of time.

Also the government is very unhappy about $didi listing in the US. There are also talks about moving didi and other public companies back to the HK stock market. And it's possible that a lot of great companies like $jd or $baba could also be facing a similar fate.

Watch out if you invest in this sector. You've been warned.


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JD
By: ssmlee04 Community Lead :))   💬 98   
   on May 11, 2019

I am normally not a big fan of Chinese stocks but the feeling this Friday is the trade war is a thing of the past. With the good numbers for Q1 it looks like a buy and hold for at the least a few days. Also the pullback from 30 to 28 also look like a good setup for me


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