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JD.COM (JD US)

$US 62.17
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What does Bull and Bear mean?

Market Matters View Point?

bear
Market Matters
bull
MM is looking for 20-25% upside from JD in coming weeks/months

OPINION

International Equities Portfolio

The MM International Equities Portfolio fell -7.2% during the week with cash remaining at 8%.  Trade Desk (TTD US) was whacked -26% and JD.com -15.6% while Brunswick (BC US) advancing just +0.5% was, unfortunately, the only green across our portfolio. While this portfolio is filled with high-quality companies, a number of these have fallen substantially this year dragging performance with them. In hindsight...

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JD.com (JD US) $US62.17

The one major theme catching our attention this week is we prefer the value in Asian tech when compared to its US peers although we do expect both to bounce in the coming weeks with tonight’s Fed rate hike potentially the catalyst for investors to finally move on from their bearish skew towards growth stocks – one that does make sense medium / longer term. Hence we are looking to lighten our US tech exposure into...

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International Equities Portfolio

The MM International Equities Portfolio added 3.75% during the week with cash at 8%. Amazon.com (AMZN US) falling -9.8% was the only negative, in the winners circle we saw Tencent (700 HK) +14.4%, JD.com (JD US) +18.2% and Alibaba (BABA US) +20.9% - overall a solid set of numbers.

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JD.com Inc (JD US) $US64.29

Chinese online retailer JD.com has also corrected over 60% but rumors that Beijing may ease its regulatory crackdown as its economy grew just 4% in the 4th quarter has reignited some optimism towards this tech name – we like it here leaving some $$ to average into another dip towards $US50 as further news/rumors around Chinas intentions wouldn’t surprise.

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International Equities Portfolio

The International Equities had a great week up +8.27%, while cash sits at 9%. A +44.47% rally from Alibaba (BABA US) and a +35% increase in JD.com (JD US) the main drivers, simply huge gains however we also enjoyed a +21.29% increase in The Trade Desk (TTD US) & a 13.15% increase in Glencore (GLEN LSE). Only 2 stocks fell, Barrick Gold (GOLD US) the weakest link down -1.69% however the main detractor...

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International Equities Portfolio

The MM International Equities fell -2.03% last week with cash sitting at 9%. Our tech exposures provided the biggest weight, with both Tencent (700 HK) & JD.com (JD US) falling sharply, while Amazon (AMZN US) +10.9% and Deer & Co (DE US) +8.36% offset most of the decline, while a weaker AUD added +1.75%. If we are correct, the recent decline in tech will reverse very soon.

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JD.com (JD US) $US52.52

The Chinese e-commerce operator reported fourth-quarter results overnight that were inline / slight beat to expectations in terms of both revenue and earnings while its annual active customer accounts were below consensus estimates. That saw a ~15% decline in the stock dragging down other U.S.-listed Chinese stocks.

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International Equities Portfolio

The International Equities Portfolio is 2.27% higher than when we last penned this report with +1.79% of the gain occurring this week. Cash remains at ~4%.  A few of the recent ‘pain points’ in the portfolio rallied led by JD.com (JD US) +19.35% & Alibaba (BABA US) +10.37%,  offset to some degree by falls in Microsoft (MSFT US) and Apple (AAPL US)...

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International Equities Portfolio

The MM International Equities Portfolio fell 0.57% while cash remains at 4%. The main headwind on performance came from JD.com (JD US) -5.8% and Tencent (700 HK) -4.5% while Trade Desk (TTD US) +5.5% and Barrick Gold Corp (GOLD US) +2.3% helped the cause.

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ACTION

JD US
UPDATED 04/05/2022 17:37
MM is looking for 20-25% upside from JD in coming weeks/months
Add To Hit List
JD US
UPDATED 24/03/2022 17:26
MM likes JD.com around $US65
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JD US
UPDATED 14/03/2022 07:20
MM believes Chinese Ecommerce stocks are cheap
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JD US
UPDATED 16/07/2021 13:11
MM are buying JD US in the International Equities Portfolio, allocating 5% around $US76.86
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Online retail - China

JD.com (JD US) is an online direct sales company in China. The Company offers a wide selection of products through its website and mobile applications. JD.com sells appliances, computers, digital products, communication products, garments, books, and household items to consumers and vendors.

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JD.com (JD US)
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JD.com Inc (JD US)
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JD.com (JD US)
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JD.com Inc (JD US)
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