Marcelo rejeita que declarações sobre Costa e Montenegro sejam ofensivas

[alvaroB]

Este detalhe - "saying it illegally collected users' personal data." - pode facilmente aplicar-se a qualquer empresa que peça registo online. Talvez a DIDI o fizesse de uma maneira diferente, não estou por dentro. Na WSB houve "boa gente" que ficou agarrada a essa quebra de 20%.

O gráfico da JD parece tentador. A ver o que o futuro trará.

[NirSup]

A Causa das Coisas

China's Didi Chuxing's share price has tumbled amid a crackdown on tech firms listing overseas.
Shares in the ride-hailing company plunged nearly 20% the first day of US trade after the 4 July break.
It comes after China's internet regulator ordered online stores not to offer Didi's app, saying it illegally collected users' personal data.

A Chinese crackdown on tech companies was also dampening sentiment.
Hong Kong stocks .HSI hit near six-month lows and were down 0.4%, while U.S.-listed ride-hailing company Didi Global Inc DIDI.N shed more than 20% in New York. Alibaba Group <BABA.N., Baidu Inc BIDU.O and JD.com JD.O all fell.

O melhor, nestas circunstâncias, é esperar que as águas, agora turbulentas, fiquem mais calmas.
A paciência é uma virtude.
By Nirvana

[alvaroB]

Este tópico começa da seguinte maneira: Better Buy: JD.com vs. Alibaba / And the winner is... JD.COM.

Ainda se mantém a perspetiva? A Cathy Woods foi às compras nas últimas semanas e a ação subiu acima dos 75$ (com ou sem influência da parte dela/media) e há price targets acima dos 100$.
https://finance.yahoo.com/news/growth-p ... 10373.html

Alguém apoia estas opiniões?

Depois de a ter visto fugir até aos 75$ vou entrar e guardá-la bem guardadinha.

[NirSup]

Crescimento dos lucros de 175%

JD will be looking to display strength as it nears its next earnings release. On that day, JD is projected to report earnings of $0.22 per share, which would represent year-over-year growth of 175%.
Meanwhile, our latest consensus estimate is calling for revenue of $33.05 billion, up 34.8% from the prior-year quarter.

Ver AQUI: https://finance.yahoo.com/news/jd-com-i ... 10132.html

Há coisas, factos intangíveis, que TU não podes controlar: os humores do Xi Jinping e os amores do Joe Biden.
Mas que a empresa está na senda do crescimento e dos lucros, isso está. É um facto.
By Nirvana

[NirSup]

Nirsup,

Afinal qual é a tua preferida JD ou Alibaba?

Olhando para os dados financeiros da Alibaba vs Facebook, é incrível ter um marketcap tão baixo, só se explicaria à partida por fatores políticos...

CaroMinsk,
Tenho as duas em carteira. Mas é verdade que a Alibaba tem um peso de várias vezes a JD.com.
Não sei porquê a JD.com parece o patinho feio do NASDAQ. Pode ser apenas impressão minha.
Um abraço e boa pontaria.

[Minsk]

Nirsup,

Afinal qual é a tua preferida JD ou Alibaba?

Olhando para os dados financeiros da Alibaba vs Facebook, é incrível ter um marketcap tão baixo, só se explicaria à partida por fatores políticos...

[NirSup]

Abandonada no altar

Esta é a noiva com que ninguém quer casar. Mas uma noiva cheia de predicados.
É a segunda maior empresa de e-commerce da China e em vias de fazer o SPINNING OFF, via IPO's, de três empresas: JD Health, JD Digits, and JD Logistics.
O SPINNING OFF da JD Health acaba de ocorrer (levantou $3.500 milhões, o que passa a ser a maior IPO do corrente ano em Hong-Kong).
As perspetivas de crescimento são muito favoráveis.
Apresenta rácios invejáveis (ver anexo).
O que tem esta cotada de errado?

[NirSup]

Next Earnings Release 20-11-2020

Anota aí na tua agenda.

Investors will be hoping for strength from JD as it approaches its next earnings release. In that report, analysts expect JD to post earnings of $0.42 per share. This would mark year-over-year growth of 44,83%. Meanwhile, our latest consensus estimate is calling for revenue of $24.48 billion, up 29.74% from the prior-year quarter.

For the full year, our Zacks Consensus Estimates are projecting earnings of $1.51 per share and revenue of $103.77 billion, which would represent changes of +45.19% and +24.55%, respectively, from the prior year.

By Nirvana

Instabilidade, tempo frio e nuvens no horizonte para esta sexta-feira. Protege-te.
Bom fim de semana.

[NirSup]

Diamante em bruto

Tem estado um tanto ou quanto apagada. Espero que, num dia destes, brilhe bem alto como brilhou hoje a NIO.
Investi muito nesta empresa e as minhas expectativas são altas. Espero bem não estar enganado.

Para mais informações sobre esta cotada ver AQUI: https://www.fool.com/investing/2020/10/ ... an-amazon/
_______________________

In the Chinese e-commerce market, investors tend to compare JD.com it to its larger rival Alibaba. However, JD.com is the second-largest online retailer in China. Moreover, it has expanded its network into other Asian countries and has partnered with Walmart in China.
Where JD.com stands out over Alibaba is in its logistics. Alibaba tends to attract most of the comparisons to Amazon since both companies operate cloud computing businesses.
Nonetheless, it is JD.com that has built the Amazon-like logistics network. JD.com typically warehouses and owns the merchandise it sells. In contrast, Alibaba tends to act more like a middleman between manufacturers and customers.
Fortunately for investors, the appeal of JD.com appears to also extend to its stock. JD.com trades at a forward P/E ratio of about 34. From that perspective, it implies a slight premium above Alibaba's forward multiple of about 30.
However, JD.com is generating more than double the earnings increases. In the most recent quarter, JD.com's adjusted profits rose 53% to $0.50 per diluted ADS. This compares with an 18% increase in Alibaba's adjusted earnings over the same period. Moreover, for the upcoming quarter, analysts forecast a 38% profit increase for JD.com from the year-ago quarter, versus just 15% growth for Alibaba in the 12-month timeframe.
The overall growth of global e-commerce will probably boost most of the stocks in this industry. Nonetheless, JD.com's profit increases relative to its valuation make it one of the better buys among e-commerce stocks.

By Nirvana

[TheKeyboardDuck]

Eu olho para qualquer ADR chinês neste momento com um grain of salt devido a incerteza politica dos US.

Ao tópico, é irreal comprar a JD com o Alibaba,a JD.com é simplesmente uma plataforma de e-commerce.
O Alibaba aparte do e-commerce tem vários branches como cloud, Youku Tudou, Alibaba Pictures Group,South China Morning Post,Lazada Group,
Intime Department Store, participação no gigante Ant financial, etc

O Alibaba já deixou de ser uma plataforma e passou a ser um monstro tipo Amazon, mas chinês
Como tal, é irreal comparar o Alibaba com qualquer outra plataforma de e-commerce.

[NirSup]

Better Buy: JD.com vs. Alibaba
And the winner is... JD.COM

The scale and scope of JD.com's fulfillment network are impressive. It operates over 750 warehouses across China and employs more than 130,000 delivery personnel that have enabled it to meet a surge of e-commerce activity due to the coronavirus. Revenue growth accelerated this quarter to 34% revenue year-over-year top-line gains, a substantial increase from its 21% growth in Q1, and the 23% growth from Q2 last year. These gains were powered by a 140% increase in its supermarket product orders, as groceries became the top-selling category for the first half of the year.

Active customers placing at least one order in the last 12 months grew 30% year over year to 417 million, which was JD.com's highest growth rate in the last 11 months. Because of the reach of its fulfillment network, over 80% of these new customers came from lower-tier (more rural) cites across the region.

The impressive top-line growth numbers helped scale operational costs and resulted in impressive gains in income from operations (up 122%). This quarter's solid results are the culmination of years of investments into its fulfillment network. Looking ahead, investors can expect more of the same. The company will continue to invest in its infrastructure, grow, and gain additional scale.
Ver AQUI:
https://www.fool.com/investing/2020/09/ ... s-alibaba/
By Nirvana