JD.com
About: JD.com is a leading e-commerce platform with its 2022 China GMV being similar to Pinduoduo (GMV not reported), on our estimate, but still lower than Alibaba. it offers a wide selection of authentic products with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Employees: 517,124
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
152% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 58
128% more funds holding in top 10
Funds holding in top 10: 18 [Q2] → 41 (+23) [Q3]
108% more call options, than puts
Call options by funds: $3.22B | Put options by funds: $1.55B
72% more capital invested
Capital invested by funds: $7.08B [Q2] → $12.2B (+$5.09B) [Q3]
21% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 139
20% more funds holding
Funds holding: 445 [Q2] → 533 (+88) [Q3]
2.39% more ownership
Funds ownership: 8.36% [Q2] → 10.75% (+2.39%) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Bernstein Robin Zhu 33% 1-year accuracy 1 / 3 met price target | 29%upside $46 | Outperform Upgraded | 9 Dec 2024 |
Citigroup Alicia Yap 58% 1-year accuracy 18 / 31 met price target | 43%upside $51 | Buy Maintained | 15 Nov 2024 |
Benchmark Fawne Jiang 71% 1-year accuracy 41 / 58 met price target | 32%upside $47 | Buy Reiterated | 15 Nov 2024 |
Loop Capital Rob Sanderson 75% 1-year accuracy 38 / 51 met price target | 35%upside $48 | Buy Upgraded | 21 Oct 2024 |
Barclays Gregory Zhao 67% 1-year accuracy 2 / 3 met price target | 40%upside $50 | Overweight Maintained | 16 Oct 2024 |
Financial journalist opinion
Based on 16 articles about JD published over the past 30 days
