Latest news with #JDcom
Yahoo
10 hours ago
- Business
- Yahoo
We Like These Underlying Return On Capital Trends At JD.com (NASDAQ:JD)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. Firstly, we'd want to identify a growing return on capital employed (ROCE) and then alongside that, an ever-increasing base of capital employed. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. Speaking of which, we noticed some great changes in (NASDAQ:JD) returns on capital, so let's have a look. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.11 = CN¥42b ÷ (CN¥678b - CN¥284b) (Based on the trailing twelve months to March 2025). Therefore, has an ROCE of 11%. That's a pretty standard return and it's in line with the industry average of 11%. View our latest analysis for In the above chart we have measured prior ROCE against its prior performance, but the future is arguably more important. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for . We like the trends that we're seeing from Over the last five years, returns on capital employed have risen substantially to 11%. The amount of capital employed has increased too, by 205%. The increasing returns on a growing amount of capital is common amongst multi-baggers and that's why we're impressed. On a side note, current liabilities are still rather high at 42% of total assets. This can bring about some risks because the company is basically operating with a rather large reliance on its suppliers or other sorts of short-term creditors. While it's not necessarily a bad thing, it can be beneficial if this ratio is lower. All in all, it's terrific to see that is reaping the rewards from prior investments and is growing its capital base. And since the stock has fallen 41% over the last five years, there might be an opportunity here. With that in mind, we believe the promising trends warrant this stock for further investigation. Before jumping to any conclusions though, we need to know what value we're getting for the current share price. That's where you can check out our that compares the share price and estimated value. For those who like to invest in solid companies, check out this free list of companies with solid balance sheets and high returns on equity. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
JD.com, Inc. (JD): A Bull Case Theory
We came across a bullish thesis on Inc. (JD) on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on JD. Inc. (JD)'s share was trading at $33.48 as of 16th June. JD's trailing and forward P/E were 8.15 and 7.71 respectively according to Yahoo Finance. A customer using their phone to access an online commerce platform. Inc. stands out as a compelling opportunity in the Chinese e-commerce space due to its renewed strategic focus, government tailwinds, and disciplined financial management. After a misstep in pursuing low-cost market segments where it lacked competitive advantage, JD has undergone a year-long restructuring to re-emphasize its core strength: the sale and delivery of consumer electronics and home appliances. This segment not only supports higher margins but also benefits directly from a new government trade-in rebate program designed to stimulate domestic consumption, particularly in durable goods. As China intensifies efforts to boost household spending, JD's core business is ideally positioned to capture the resulting uptick in demand. In tandem, the company has exercised fiscal discipline, which, coupled with topline growth, has enabled margin expansion and a shift toward a more profitable operating model. JD is also proving shareholder-friendly, offering a 3.0% dividend yield and executing an aggressive buyback program, repurchasing 8.1% of shares in 2024 alone. These capital returns signal management's confidence in the company's long-term value and commitment to enhancing shareholder returns. While geopolitical tensions, particularly the specter of a trade war, remain a risk, JD's business is largely insulated due to its domestic revenue concentration. With structural improvements underway, demand catalysts in place, and cash being returned to shareholders, JD offers a favorable risk/reward profile and appears well positioned to re-rate as investor sentiment toward Chinese consumer stocks begins to of Form Previously, we covered a bullish thesis on (JD) by BlackSwan Investor, which emphasized JD's trusted brand, vertical integration, and long-term margin expansion. Stock Analysis Compilation builds on this by highlighting JD's strategic refocus on high-margin electronics, boosted by government rebate programs. While both underscore operational efficiency and undervaluation, the latter adds a capital returns angle, with buybacks and dividends reinforcing JD's case as a value-driven China re-rating play. Inc. (JD) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge fund portfolios held JD at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the risk and potential of JD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
SGX Adds 6 New Hong Kong and Thai Singapore Depository Receipts: Here's What You Should Know
Singapore Depository Receipts, or SDRs, are an effective way for Singapore investors to gain exposure to stocks in other stock exchanges such as Thailand and Hong Kong. It's been just slightly over three months since Singapore Exchange Limited (SGX: S68), or SGX, added three more Hong Kong SDRs, bringing the total Hong Kong slate to eight. SDRs were introduced nearly two years ago in July 2023, and SGX has seen widespread adoption as investors take to this new asset class to gain exposure to foreign stocks. Just last week, SGX announced the addition of six new Hong Kong and Thai blue-chip stocks. With these additions, there are now 11 Hong Kong SDRs and 10 Thai ones, taking the total number of SDRs to 21. Here's what you should know about SDRs and the new additions. Before we introduce the new SDRs, let's take a look at the key benefits that these securities bring. These benefits are summarised in the graphic below. Though the above states the advantages of Hong Kong SDRs, many of the same benefits also apply to Thai SDRs. SDRs provide a cost-effective way for investors to access overseas blue-chip stocks without currency risks and charges. Crucially, the initial investment outlay is much lower for Hong Kong SDRs compared to purchasing shares directly off the Hong Kong Stock Exchange. SGX introduced three new Hong Kong SDRs, namely SMIC (SGX: HSMD), (SGX: HJDD), and PetroChina (SGX: HPCD). SMIC, which stands for Semiconductor Manufacturing International Corporation, is China's largest chipmaker and is also the third-largest chipmaker globally. For the first quarter of 2025 (1Q 2025), SMIC saw revenue climb 28.4% year on year to US$2.2 billion. Net profit leapt 162% year on year to US$188 million. is an e-commerce giant in China with more than 600 million annual active customers. For 1Q 2025, the e-commerce outfit saw revenue rise 15.8% year on year to RMB 301.1 billion while net profit surged 52.7% year on year to RMB 10.9 billion. PetroChina is the largest oil and gas producer in China. The company reported a mixed set of earnings for 1Q 2025. Revenue dipped 7.3% year on year to RMB 753.1 billion, but net profit inched up 2.3% year on year to RMB 46.8 billion. For the Thai SDRs, Bangkok Dusit Medical Services (SGX: TBDD), or BDMS, CP Foods (SGX: TPFD) and Gulf Development (SGX: TGUD) were added. BDMS is the largest private hospital operator in Thailand. The healthcare player reported a steady set of earnings for 1Q 2025, with revenue rising 5.7% year on year to THB 28.5 billion. Net profit increased by 6.7% year on year to THB 4.3 billion. CP Foods is a vertically-integrated agro-industrial and food conglomerate in the Asia-Pacific region. The group saw total revenue creep up 2.9% year on year to THB 145.5 billion. Net profit soared more than sevenfold year on year to a new record of THB 8.5 billion. Gulf Development is the result of a merger between Gulf Energy (a previous SDR) and the telecommunication company InTouch Holdings. The group runs an infrastructure business that deals with power plants, renewable energy, and LNG. For 1Q 2025, the energy company saw revenue dip by 2.6% year on year to THB 30.8 billion. Net profit, however, surged nearly 65% year on year to THB 7.9 billion. These six new additions further expand investors' access to quality names in both Hong Kong and Thailand. The graphic below shows how the suite of 21 SDRs covers half of the Hang Seng Index and the Stock Exchange of Thailand (SET) 50 Index. Furthermore, investors now have access to a broad range of industries, ranging from technology and healthcare to financials, utilities, and industrials. SDR turnover has grown more than tenfold to S$5.4 million in May 2025 since the launch of Hong Kong SDRs back in October 2024. The total assets under management have also leapt to more than S$100 million, a multi-fold increase over the period. This increase in liquidity was driven mainly by the launch of Alibaba (SGX: HBBD) and BYD (SGX: HYDD). The SDRs have allowed investors to gain broad access to a wider range of companies beyond Singapore's shores. Investors can now affordably invest in Hong Kong stocks while gaining exposure to interesting sectors on the Thai stock exchange. There could be more SDRs in the pipeline as SGX works to broaden investors' options. It would also be helpful if SGX could include a third country in its SDR mix to further expand options for investors and fund managers. If you're nervous, confused, or worried about buying your first stock, then our latest beginner's guide to investing can help. It's easy to read yet packed with valuable insights. Download it for free today, and buy your first stock in the next few hours. Click here to get started. Follow us on Facebook, Instagram and Telegram for the latest investing news and analyses! Disclosure: Royston Yang owns shares of Singapore Exchange Limited. The post SGX Adds 6 New Hong Kong and Thai Singapore Depository Receipts: Here's What You Should Know appeared first on The Smart Investor. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
South China Morning Post
4 days ago
- Business
- South China Morning Post
JD.com hires full-time food delivery riders to challenge Meituan, Alibaba
JD Logistics has kicked off recruitment of full-time meal delivery riders, as its parent – e-commerce giant – intensifies efforts to compete with Meituan and Alibaba Group Holding in the lucrative Chinese food delivery market. Hong Kong-listed JD Logistics said on Tuesday it had started hiring full-time riders for food delivery business, in a move aimed at broadening the subsidiary's service offerings, according to a filing with the stock exchange. Beijing-based launched its food delivery service in February following a trial last year, sparking a turf war in a sector long dominated by Meituan and Alibaba's recruitment drive suggested that it urgently needed to strengthen its courier workforce amid heightened competition in the food delivery market, analysts said. 'With JD Food Delivery's daily orders surpassing 25 million, the courier shortage has become increasingly apparent,' said Cheng Liteng, an analyst at Chinese e-commerce consultancy A Meituan food delivery courier in Chongqing, southwest China. For months, has been relying on its on-demand delivery subsidiary Dada Nexus, which counts 1.3 million annual active riders, to support its new food delivery services. said last week it had hired over 120,000 full-time meal-delivery riders as of mid-June, with CEO Sandy Xu Ran expecting this number to reach 150,000 by the end of the quarter. Despite the rapid addition, these figures still lagged those of competitors with millions of delivery personnel, including both full-time and part-time riders.
Yahoo
4 days ago
- Business
- Yahoo
JD.com Founder Richard Liu Unveils Bold Turnaround Plan, Eyes 2026 European Launch
Inc. (NASDAQ:JD) is one of the most active stocks to buy according to analysts. On June 18, Bloomberg reported that founder Richard Liu unveiled a bold turnaround plan for the online retailer, which he described as having experienced its darkest period in the past half-decade. During a rare news conference at JD's Beijing headquarters on June 17, Liu, aged 52, admitted that the company lost its way since a 2020 government crackdown, allowing rivals like PDD Holdings Inc. (NASDAQ:PDD) to surge ahead. He characterized the past 5 years as lost and lacking innovation and progress, deeming them the most unremarkable and least valuable five years in his entrepreneurial history. Liu's turnaround strategy focuses on using JD's extensive logistics network to expand into new markets, including food delivery and travel. In March, JD made an aggressive entry into China's over $80 billion food delivery market, a domain previously dominated by Meituan (OTC:MPNGF) and Alibaba Group Holding Limited's (NYSE:BABA) A wide and imposing view of a supply chain distribution center, illustrating the company's technology capabilities. Beyond food delivery, JD also plans to challenge Meituan in the hotel and flight booking market by offering a 3 year membership program that waives commissions for hotels. Globally, JD aims to launch its e-commerce platform in Europe in 2026, having already spent 3 years building the necessary infrastructure there. Inc. (NASDAQ:JD) operates as a supply chain-based technology and service provider in the People's Republic of China. It has three segments: JD Retail, JD Logistics, and New Businesses. While we acknowledge the potential of JD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
