JD.Com Delivers Cleaner Growth Message in 2Q16 Results.

JD.Com: Market Concerns on Profitability Overdone

JD.com: Strong Revenue Growth, Rising Margins and More to Come.

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Equity Bottom-Up

<p>When we last wrote about <a href="https://www.smartkarma.com/entities/446" target="_blank" data-smartkarma-citation="entities:446">Jd.Com </a>after their 1Q16 results, we noted "...the company was cautious in its comments on the macro environment and competition. There may have been some walking back from previous growth targets of 2x sector growth rates."  At the time we thought they were just being cautious.</p><p>In a recent meeting though, it really does sound like JD.Com's expectations have been reduced.  Although still largely unofficial, they now seem to be guiding for sales growth of 40-44% in 2Q16 and…</p>

When we last wrote about Jd.Com after their 1Q16 results, we noted "...the company was cautious in its comments on the macro environment and competition. There may have been some walking back from previous growth targets of 2x sector growth rates."  At the time we thought they were just being cautious.In a recent meeting though, it really does sound like JD.Com's expectations have been reduced.  Although still largely unofficial, they now seem to be guiding for sales growth of 40-44% in 2Q16 and…

JD.Com: Weaker Sales Growth but More Focus on Profitability

JD.com Inc (ADR)

JD.Com: Weaker Sales Growth but More Focus on Profitability