JD.com (JD US) - Driving Growth in a More Ambitious Way
JD.com (JD) reported (6 March) better-than-expected 4Q23 results with solidly improved outlook for shareholder return: revenue was RMB306.1bn, up...
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JD.com (JD US) - Driving User Growth and User Experience Improvement
We expect JD.com (JD) to deliver in-line-with-consensus revenue growth with better-than-expected earnings in 4Q23, aided by better-than-expected...
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Internet - 2Q24 Recap & Stock-Picking Ideas: Seeking Certainty
We update our sector investment views for the next six months post earnings as follows: 1) Companies with solid fundamentals and high revenue and...
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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Internet - 2M24 online retail sales recap
Based on NBS data, 2M24 online retail sales GMV/online physical goods GMV reached RMB2.2tn/1.8tn, up 15.3/14.4% YoY, which implied a two-year CAGR...
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