JD.com: Can Sustained Market Share Gains Be Transferred into Sustained Margin Progression?
In this insight, we analyse relative market share changes, key operational drivers, longer-term margin expansion trends, and take an updated look...
382 Views
JD Logistics Placement - Not Wholly Convinced, JD’s US$700m Support Helps
JD Logistics (JDL) aims to raise around US$1.1bn, with US$400m coming via an institutional placement. The balance will be funded by issuing shares...
524 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
249 Views
JD Logistics (2618 HK): Shrinking Operating Loss in 2H21 and Exclusive Revenue Support
JD.com (JD) is a strong support for JD Logistics’ revenue. JD Logistics successfully acquired its corporate clients and expanded its warehouse...
286 Views
HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
319 Views