bearish

JD.com

JD.com's Stub Trading Cheapish Ahead Of Logistics Spin-Off

302 Views18 May 2021 16:29
Given its reliance on its parent, I'd prefer to play JD.com; yet a 35% discount to NAV doesn't appear overly stretched, and may further widen amid the ongoing scrutinisation of internet platforms.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
x