nasdaqjd
Key Points The Chinese economy is at a significant pivotal point, where its central bank is looking to stimulate the underlying landscape via rate cuts and other measures.JD.com is at the heart of the consumer recovery, demonstrating minimal downside in these technical and fundamental metrics.Improving fundamentals and massive tailwinds in the near-term future are poised to deliver a near doubling in the stock price.5 stocks we like better than PDDThe global economy is undergoing a significant pivot in each respective nation, where the aggregate effect of COVID-19 measures resulted in rampant ...
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The fund traded back into several stocks, while trimming and exiting others, resulting in outperformance for investors Investors are carefully divining the latest SEC 13F filing from Chase Coleman’s Tiger Global Hedge Fund reporting its latest trades and movements for the March quarter. From Facebook, now Meta Platforms (NASDAQ:META), to LinkedIn, Spotify (NYSE:SPOT) to JD.com (NASDAQ:JD), Tiger Global’s investments read like a who’s who of the digital revolution. Coleman’s reputation as a kingmaker was sealed. Yet, as with any tale of extraordinary success, the shadows of skepticism began to ...
ValueWalk
Key Points The Chinese economy may be at a tipping point. Its central bank may have no choice but to stimulate via added liquidity and lower interest rates.JD.com announced its slowest growth pace on record, an unfortunate result that even the CEO decided to give up the reigns.New CEO initiatives will focus on delivering faster growth, cost-effective operations, and further profitability to aid investor sentiment and long-term value creation.With newly reinstated dividends, bullish analyst expectations, and a bottoming chart pattern, investors may be in for a massive rally. Chinese macro facto...
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Chinese retail giant JD.com declined close to 12% on Tuesday following breakout news of a subsidy to sponsor lower price competition in lower-income and small-town areas.Such a move is targeted to overtake the market share from PDD Holdings and focuses its revenue bulk in such regions.Markets have taken a negative stance toward such a move, and so has management; however, there are actual numbers to back up such a bearish view on this decision,Which is the better buy? PDD or JD.com?5 stocks we like better than Amazon.comQ4 2022 hedge fund letters, conferences and more Find A Qualified Financia...
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JD.com is the Amazon.com of China with an annual active user base of 588.4 million making it the largest online retailer and internet company in the countryNet revenues still managed to rise double digits 11.4% despite 17% of its customers in COVID restricted geographiesJD stock moves with the rest of the Chinese stocks as they fluctuate as a group in anticipation of China’s zero-COVID policy tightening and loosening rumorsJD.com has strict and stringent quality controls that ensure its products are authentically sourced from the original designer brands to stop the sale of counterfeits hence ...
ValueWalk
When there’s blood on the streets, it’s time to buy. So said Warren Buffett, and if a 75% drop from peak to trough isn’t bloody enough for you, then I don’t know what is. That’s the drop that the Invesco Golden Dragon China ETF (NASDAQ: PGJ) experienced in the past twelve months, and you can almost hear its investors cry for mercy. Q4 2021 hedge fund letters, conferences and more It started with increased scrutiny from the Chinese authorities into antitrust practices by some of the biggest stocks, then record breaking fines started to add up. This was followed by fresh headwinds in the form of...
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ARKX is heavy on defense names now but half the ETF’s current holdings will be gone in a year Q1 2021 hedge fund letters, conferences and more The latest ARK Invest Fund, the ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), is a pure play on Cathie Wood. I call Wood “the tech whisperer,” thanks to the success of funds like ARK Innovation (NYSEARCA:ARKK), up 140% over the last year. Wood’s investment thesis is that she picks “disruptive” tech companies that can outperform the market, or even the tech sector. This thesis makes sense to me. Knowing where technology is going, and getting ou...
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