To The Moon

🌟🌟🌟JD.com $JD.com(JD)$  $JD-SW(09618)$  surged 10% last Friday after Jefferies increases its price target on JD.com to USD 60 from USD 54.

According to Jefferies, JD.com is expected to demonstrate strong execution with solid performance in Q4 24 following the Double 11 shopping festival, a major sales event in  China besides being a beneficiary of trade in programs.  Strengths in supply chain capabilities and strategies on user growth, price competitiveness and 3rd party ecosystems will pave the way for long term growth.

JD.com also known as JingDong has evolved from a pioneering ECommerce platform into a leading technology and service provider with supply chain at its core.  JD.com has expanded into sectors including retail, technology, logistics, healthcare and much more with a laser focus to transform traditional business models through cutting edge digital solutions.

The 7 sectors of JD.com are JD Retail, JD Logistics, JD Technology, JD Health, JD Industrials, JD Property and JD International Businesses. 

JD Retail is a leading retail and retail infrastructure provider commited to optimising costs, maximising efficiency, expanding product offerings, maintaining competitive pricing and delivering exceptional customer service.  JD Retail also provides a gateway for local and international brands and merchants to effectively enter and thrive in the Chinese Market.

JD Logistics is a global provider of technology driven supply chain and logistics services.  JD Logistics serves a wide range of businesses and individual consumers, reaching almost every corner of China.  It is also continuously expanding its global network and commited to enhancing its global supply chain efficiency and sustainability through cutting edge technology.

JD Technology provides technology services to private and public sector clients.  JD Technology delivers products and solutions tailored to various industries by utilising advanced technologies such as AI, big data, cloud computing and IoT.  Its goal is to help enterprises reduce supply chain costs and improve operational efficiency.

JD Health $JD HEALTH(06618)$  specialises in the pharmaceutical and Healthcare product supply chain with its technology driven platform.  JD Health's  services include retail pharmacy and online healthcare solutions designed to cover the full spectrum of healthcare needs throughout an individual's lifespan.

JD Industrials is dedicated to advancing the digital transformation of the industrial supply chain, encompassing all aspects from product selection and procurement to fulfillment and operations.  It aims to assist industrial clients in achieving compliance and ensuring a stable inventory, reducing costs and improving operational efficiency. 

JD Property is a rapidly expanding leader in infrastructure investment, asset management and related services, offering comprehensive solutions for infrastructure development and operations across multiple sectors.  JD Property's portfolio includes modern standard warehouses, integrated intelligent industrial parks, data centers, photovoltaic new energy infrastructure and other innovative facilities.

JD.com's International Businesses include Cross border ECommerce, tax free retail and Selling to overseas.  Under this sector, there ais JD Logistics International, JD Industrials International, JD Property International and Ochama which is based in Europe, offering a one stop shop for a full range of top rated products.  Ochama provides shoppers with the option to collect online orders from any of Ochama's hundreds of designated pickup points or have them delivered directly to the customer's home, thus offering a seamless and convenient shopping experience.

At the 2024 Fortune Global 500 Summit in Guangzhou in September last year, Dr Sheng Jianguang, Chief Economist of JD.com shared how the company utilises AI to transform its operations across retail, logistics and more than triple its workforce from 180,000 to 620,000 in order to boost efficiency and elevate the customer experience.

For example, JD's AI driven digital human livestream hosts have helped over 5,000 brands increase off peak hours sales conversion by 30%.  In addition to that, AI powered customer service representatives offer more personalised support and logistics couriers use AI to deliver packages faster and with greater sustainability.

Dr Shen said that the competition in China is so fierce and that is what drives innovation.  JD.com has to innovate in order to reduce costs and increase productivity.   This is especially crucial in China's ECommerce landscape where consumers are becoming more price conscious.

China's recent economic stimulus packages such as government's subsidies for home appliances trade - ins have stimulated demand for affordable high quality products.  Over 800 home appliances have partnered with JD.com in Guangzhou offering more than 8500 products.  Additionally, JD. com is working with its brand partners on a Customer to Manufacturer model, leveraging consumer insights to drive innovation for more tailored products.

It is not surprising with so much innovation that JD.com was able to see an excellent Q3 24 Earnings with Net Revenues at RMB 260.4 billion (USD 37.1 billion), up 5.1% from previous year quarter.  Net income was RMB 11.7 billion (USD 1.7 billion) for the quarter, an increase of 47.8% from previous year quarter.  Net margin was 4.5% compared to 3.2% in the previous year quarter. 

Diluted net income per ADS was RMB 7.73 (USD 1.10) for Q3 24, an increase of 54.6% from previous year quarter.

JD.com has repurchased USD 390 million worth of its own shares during the 3 months ended September 30 2024.  It also announced a new USD 5  billion share repurchase program through the end of August 2027, creating its commitment to shareholder returns and long term value for them.

Performance wise JD.com is up 18% in the past 5 days and in 2024, it has jumped 80%.

Wall Street Analysts are bullish on JD.com with a Buy rating, Average Target price of USD 47.85, an upside potential of 22% according to Tipranks.

I have invested in JD.com 5 months ago and I am really happy with its excellent performance.  JD.com ticks all the core fundamentals of a quality stock and an excellent management team that is continuing to innovate and provide great value to its customers.

2025 will be a great year for JD.com as it has lots of exponential growth ahead.    I am so excited to see it taking big leaps in this direction.   JD.com also pays dividends annually.  The current dividend yield is 1.89%.  It will go ex dividend in April 2025.

Go Long Go Strong Go JD.com!🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰

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