JD's post Q3 FY2025 earnings selloff is largely due to concerns about elevated costs in food delivery and promotions, despite beating both revenue and EPS. The New Business segment, including food ...
JD.com (JD) is deeply undervalued, trading at ~8 PE despite 15% YoY revenue growth in Q3 and a $12B net cash position. JD’s logistics arm has become a strategic moat, driving 24% YoY growth in Q3 and ...
China's e-commerce titans Alibaba BABA and JD.com JD dominate the world's largest retail market, yet their strategic roadmaps diverge significantly. Alibaba pursues an ambitious RMB 380 billion ...