JD: 1Q20 Benefiting From JD’s Self-Operated Logistics and 1P E-Commerce; 2Q20 Benefiting From The Recovery In Home Appliance Consumption
JD will report 1Q20 results on May 15th before the markets open with a 7:30am EST call. We are positive on JD’s 1Q20 performance as well as its 2Q20 outlook. During the outbreak in 1Q20, JD was in high demand as evidenced by the hike of the company’s search queries (Figure 5). The high demands were caused by the outbreak, and JD was able to fill them due to its ability to supply and deliver products to consumers with its self-operated logistics and 1P e-commerce.
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
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