reports
JD.com to Report First Quarter 2025 Financial Results on May 13, 2025
JD.com to Report First Quarter 2025 Financial Results on May 13, 2025 BEIJING, April 25, 2025 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter)), a leading supply chain-based technology and service provider, today announced that it plans to release its unaudited first quarter 2025 financial results on Tuesday, May 13, 2025, before the U.S. market opens. JD.com’s management will hold a conference call at 8:00 am, Eastern Time on May 13, 2025, (8:00 pm, Beijing/Hong Kong Time on May 13, 2025) to discuss the first quarter 2025 financial resu...
JD.com Files Its Annual Report on Form 20-F
JD.com Files Its Annual Report on Form 20-F BEIJING, April 17, 2025 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter), the “Company”), a leading supply chain-based technology and service provider, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission on April 17, 2025 U.S. Eastern Time. The annual report can be accessed on the Company’s investor relations website at The Company will provide a copy of its annual report containing the audited conso...
Samsung Electronics: 1 director
A director at Samsung Electronics sold 667 shares at 53,700.000KRW and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Julia Pan Mengyao
- Ming San Soong
JD.com (9618 HK): 1Q25 preview: Benefitting from trade-in programme; l...
JD’s 1Q25 top-line growth and earnings guidance remained unchanged at doubledigit growth, slightly better than our expectations. JD also saw strong user growth and GMV growth in 1Q25 as it is well positioned to capture the continuation of the trade-in programme. JD highlighted its minimal revenue exposure to the US, implying limited impact from the US tariffs. Maintain BUY with an unchanged target price of HK$220.00 (US$60.00).
- Bella Lu Yifei
- Claire Wang Kelai
- Ejann Hiew
- Greater China Research Team
- Julia Pan Mengyao
- Ken Lee
- Ming San Soong
- Shirley Wang Xueyi
- Stella Guo Yuting
- Tham Mun Hon
Greater China Daily: Friday, April 11, 2025
KEY HIGHLIGHTS Economics Inflation March CPI fell 0.1% yoy, up from February’s 0.7% yoy dip as the latter was affected by the Chinese New Year effect. Core CPI did edge higher to 0.5% yoy compared with the average pace of 0.3% yoy over the past three months, driven by higher services inflation. PPI deflation worsened to -2.5% yoy (-0.3ppt), with declines seen in mining and quarrying as well as other raw materials. We opine that the overall pricing power of manufacturers remains weak. Sector ...
- Jin Yoon
- Julia Pan Mengyao
- Ming San Soong
China Internet: Navigating headwinds and uncovering opportunities upon...
Chinese internet companies’ share prices have dropped 10-30% mtd following the implementation of incremental tariffs from the US. Chinese internet companies have limited business exposure to the US except for PDD’s Temu. However, the 34% tariffs announced by China on all US imports could have potential implications for China mega-caps’ AI capex in relation to US chip imports. We prefer domestic-focused plays which stand to benefit from domestic policy stimuli, with Southbound inflow to be a key ...
NEH NETEASE INC. SPONSORED ADR
JD JD.COM INC. SPONSORED ADR CLASS A
N1U NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. SPONSORED ADR
K3SD BAIDU INC SPONSORED ADR CLASS A
A117ME ALIBABA GROUP HOLDING LTD. SPONSORED ADR
3K1 KINGSOFT CORP. LTD.
00700 TENCENT HOLDINGS LTD.
PDD PINDUODUO INC. SPONSORED ADR CLASS A
03690 MEITUAN CLASS B
00780 TONGCHENG-ELONG HOLDINGS LIMITED
TCOM TRIP.COM GROUP LTD. SPONSORED ADR
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
09618 JD.COM INC. CLASS A
01024 KUAISHOU TECHNOLOGY CLASS B
09888 BAIDU INC
09961 CTRIP.COM INTERNATIONAL
- Pelham Smithers
- Julia Pan Mengyao
- Ming San Soong
China Internet: Monetisation potential and trends of AI agent from the...
Seeing great opportunities in AI development, major China cloud hyperscalers are significantly lifting their AI investment in 2025. With the launch of Manus, we are more optimistic about the accelerating monetisation capabilities of AI agents and applications through API integration and tool utilisation, which benefit cloud hyperscalers. Maintain MARKET WEIGHT.
- Research Department
INFORME DIARIO 20 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME:ESPAÑA: IBERDROLA, INDRA. EUROPA: ALLIANZ, AXA. La Fed mantiene los tipos y Powell se muestra tranquiloLos índices europeos lograron cerrar con ganancias, aunque pendientes de la Fed y de las conversaciones de paz sobre la guerra de Ucrania. En el STOXX 600, los mejores sectores fueron Retail y Energía mientras queTelecomunicaciones y Químicas mostraron el peor comportamiento del día. Por el lado macro en EE.UU., la Fed mantuvo los tipos inalterados (aunque ...
- Alvaro del Pozo
PROSUS: RDOS. 4T’24 DE TENCENT (ANÁLISIS BANCO SABADELL)
Tencent (c. 25% de PRX y 82% de nuestro P.O.) acaba de publicar Rdos. 4T’24 mejores en ventas, que crecen a trimestre estanco un +11,1% (vs +8,7% consenso), y están por encima en todas las líneas de negocio. Por la parte operativa, el margen bruto mejora c.+2,6 p.p. vs 4T’23 hasta el 52,6% (vs 53,3% consenso). Por divisiones, Marketing Services (20% ventas) presenta nuevamente el mejor comportamiento, y los ingresos crecen un +17% (vs +14% esperado). Por su parte, en Fintech (33% ventas) el crec...
A Majority of Businesses Intrigued by the Potential of AI in Achieving...
EQS Newswire / 10/03/2025 / 03:30 CET/CEST More than one in two organizations acknowledge gap in understanding how digital technology can facilitate achieving sustainability goalsHANGZHOU, CHINA - - 10 March 2025 - Over three quarters of businesses (76%) across Asia, Europe and the Middle East are intrigued by the potential of digital technologies, including AI and cloud computing in driving sustainable development, according to the latest survey report titled "Tech-Driven Sustainability Trends and Index 2024", commissioned by Alibaba Cloud, the digital technology and intelligence backbo...
- Jin Yoon
- Julia Pan Mengyao
- Ming San Soong
JD.com (9618 HK): 4Q24: Strong earnings beat; resilient top-line bolst...
JD’s 4Q24 results came in above expectations. Revenue increased 13% yoy to Rmb347b, 4% above our and consensus estimates, outperforming the previously lifted guidance of 9% yoy. Non-GAAP operating profit rose 34% yoy to Rmb10.5b, translating to a non-GAAP operating profit margin of 3%. Non-GAAP net profit grew 34% yoy to Rmb11.3b. Adjusted net margin jumped 1ppt yoy to 3%. Maintain BUY with a higher target price of HK$220.00 (US$60.00).
- Bella Lu Yifei
- Greater China Research Team
- Julia Pan Mengyao
- Ken Lee
- Ming San Soong
- Roy Chen Chengzhi
Greater China Daily: Friday, March 7, 2025
KEY HIGHLIGHTS Sector Automobile China auto sales rebounded in the ninth week of 2025, with a 53.8% PEV market share. BYD plans to issue 118m H-shares to raise around US$5.6b, aiming at funding the construction of overseas plants. Geely’s AI Technology Launch event introduced the "Qianli Haohan" intelligent driving system featuring a five-tier framework. With regard to US tariffs on Mexico and China, direct impacts on Chinese automakers are limited. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuy...
JD.com Announces Fourth Quarter and Full Year 2024 Results, and Annual...
JD.com Announces Fourth Quarter and Full Year 2024 Results, and Annual Dividend BEIJING, March 06, 2025 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter), the “Company” or “JD.com”), a leading supply chain-based technology and service provider, today announced its unaudited financial results for the three months and the full year ended December 31, 2024 and an annual cash dividend for the year ended December 31, 2024. Fourth Quarter and Full Year 2024 Highlights Net revenues were RMB347.0 billion (US$147.5 billion) for the fourth quarter o...
- Julia Pan Mengyao
- Ming San Soong
China Internet: Potential implications from implementation of social s...
JD and Meituan announced plans to gradually begin providing social security coverage for full-time and stable part-time riders nationwide starting 2Q25. Despite JD’s strategic implementation on zero commission and full social security coverage, we opine that this will have a limited impact on the company on competitive landscape and cost level, on the back of Meituan’s dominant market share, extensive restaurant coverage and 1P rider network scale advantages. Maintain MARKET WEIGHT.
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Alibaba Group Holding Limited and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 February 2025 in which we reassessed the appropriateness of the ratings in...
- Research Department
INFORME DIARIO 24 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, ENCE. EUROPA: AIRBUS, PROSUS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’24 que se publicarán en España y Europa en los próximos días. El CDU/CSU gana las elecciones en Alemania Tras las caídas del jueves en EE.UU. las bolsas europeas mantuvieron la cautela el viernes y cerraron una semana...
- Jin Yoon
BABA FY3Q25 Results: Capex to Meaningfully Increase Over the Next Thre...
What’s new: Alibaba’s reported FY3Q25 results that were above consensus and our expectations. CMR growth could continue to be supported by improvement in take rates, while AI-related cloud revs could remain resilient. The investments in cloud and AI infrastructure over the next three years could exceed what the company has spent over the past decade. We up our PT from US$100 to US$155 on improving outlook coupled with multiples rerating related to AI. Our updated PT of US$155 implies FY25E P/E o...
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