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[Brokerage Focus] CITIC SEC predicts that the competition landscape for takeout will remain stable, and the platform's value is expected to be released in the long term.
Jinwu Financial News | CITIC SEC stated that recently, JD.com’s delivery services have seen significant growth in order volume, attracting much attention. The bank believes that in addition to recognizing competition, it is essential to see: 1) The positive value of the delivery model for the Dining Industry. Delivery services have systematically increased the proportion of consumer dining out to a certain extent, positively contributing to the expansion of the Large Cap in Dining. Delivery platforms will play a core role as a hub in transaction matchmaking and fulfillment in the Dining Industry in the long term, and based on this, realize reasonable value monetization. 2) For the delivery industry, competition helps drive growth in the Large Cap of Dining, stimulates market vitality, and encourages major players to strengthen ecosystem development for the Industry.
JD.com Options Spot-On: On April 28th, 51,593 Contracts Were Traded, With 1.17 Million Open Interest
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Citigroup Maintains Buy on JD.com, Lowers Price Target to $51
JD.com Analyst Ratings
New Analyst Forecast: $JD Given 'Buy' Rating
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Express News | JD.com Inc : Citigroup Cuts Target Price to $51 From $56
Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.
① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.
Dining stores post videos to support JD.com delivery, and Liu Qiangdong: Thank you for the support! Commissions waived for another year.
Sina Technology reported on the afternoon of April 27 that a post from JD.com founder Liu Qiangdong circulated online today, stating that to thank a Dining merchant for their support, he has granted them a commission exemption for another year. JD.com responded to Sina Technology, saying, "This is true; JD.com Delivery is in contact with the merchant regarding the commission exemption." It is reported that this Dining merchant is the main store of Ba Ye Handmade Fried Sauce Noodles in Xiqing, Tianjin. In a video posted on the video account, an employee held up a poster of Liu Qiangdong, stating, "Our store supports JD.com Delivery," which received many shares and likes. Liu Qiangdong shared the video, expressing, "Thanks to this brother for the support! After finding your store, I will grant another exemption."
JD.com took action against the low stock price malicious competition.
Launch the "Factory Supply Replenishment" program.
JD.com Options Spot-On: On April 25th, 72,799 Contracts Were Traded, With 1.13 Million Open Interest
JD.com takeout responded to the rumor of "merchants bearing 50% of the 10 billion subsidy": the screenshots circulating online are fabricated, and the platform will not set a mandatory sharing ratio.
Sina Technology reported on the evening of April 25 that in response to rumors regarding 'JD.com's delivery service requiring merchants to bear 50% of the 10 billion subsidy,' JD.com announced, 'The 10 billion subsidy invites merchant partners to voluntarily choose to participate based on their own operational plans through an open and transparent policy. The platform will not set a mandatory cost-sharing ratio. The 10 billion subsidy activity always adheres to the principle of voluntary participation and mutual cooperation. The current cost-sharing ratio for merchants remains significantly lower than the industry average.' At the same time, JD.com also mentioned, 'Currently circulating online screenshots regarding the so-called adjustment of JD.com's 10 billion subsidy policy are fabricated and clearly organized by water army.'
JD.com Stock Is Down 8% This Week: What's Going On?
JD-SW (09618.HK) plans to hold a Board of Directors meeting on May 13 to approve the first quarter performance.
On April 25, Glory Group announced that JD-SW (09618.HK) will hold a meeting of the Board of Directors on Tuesday, May 13, 2025, to approve relevant matters, including the unaudited quarterly performance for the three months ending March 31, 2025, and the announcement of the "Q1 2025 Performance Announcement." The company will upload the Q1 2025 Performance Announcement to the Hong Kong Stock Exchange after trading hours on May 13, 2025 (Peking/Hong Kong time) and before the opening of the US market.
DATE OF BOARD MEETING
JD.com's Delivery Clash With Meituan May Worsen US$70b Rout
Morgan Stanley Maintains JD.com(JD.US) With Hold Rating, Maintains Target Price $41
JD.com to Report First Quarter 2025 Financial Results on May 13, 2025