New Street Research - JD.com Inc. Sponsored ADR Class A (JD) JD

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New Street Research

Jin Yoon

JD

What’s New: We nudge down our 2Q24 top line estimates partly due to tougher comps from home appliance and electronics category. However, we up our margin estimates as JD could remain disciplined in its subsidy spending. In this note, we highlight the latest updates on the business.

Analysts:
Jin Yoon

12/07/2024 1 EN

Underlying

JD.com Inc. Sponsored ADR Class A

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US47215P1066 NASDAQ Stock Market United States

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Analysts

Jin Yoon

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JD

China Internet: 618 Festival – Evolving consumer trends and continued focus on value for money.

China Internet: JD’s new initiative in on-demand delivery is reshaping FD market dynamics.

JD.com to Hold Annual General Meeting on June 20, 2025

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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