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NASDAQ:JD

JD.com Inc (JD)

28.56
+0.50 (1.78%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
79 watching
0
BUY
Largest online retailer within China. Solid core. Upside on spending per user. They have a price target of $42.00
DON'T BUY
Online retailer. More like eBay than Amazon. He owns Alibaba, as it had a higher operating margin. Not significant risk in this name, but he prefers Alibaba.
PARTIAL BUY
It's been beaten up the past year, given the China-US tension. This has been basing since November which is good. But he needs to see this push further before he buys it. He prefers Alibaba. It's okay to buy a bit of this now.
WAIT
Falls into the on-line commerce in China. If tensions with the US ease, it would be a good opportunity. They had some issues with one of its executives that could be hurting the stock. (Analysts’ price target is $28.10)
DON'T BUY
Owns Alibaba instead. JD is like Amazon for China. Its market cap is larger than eBay's. There's so much negative sentiment around Chinese internet stocks now, so they've come down. Trading at 58x forward earnings--pricey, but long-term growth is estimated at 50%+. Possible take-out from another company. Need to see a basing pattern first before buying this. Also, there are allegations of misconduct about the CEO/founder.
DON'T BUY
He finds this company a little expensive compared to its competitors, who have a more dominate position in the space.
COMMENT

Internet company in China. Very interest name. He likes it. Potential target for a takeover. 40% growth rate.

WEAK BUY

Ecommerce in China. It is the ‘other’ internet ecommerce stock in China apart from BABA-N. It is more like a store that has inventory, however. BABA-N is through consignment. JD is cheaper. It is a good business and is leading edge in technology. He may look at it in the future if it gets cheap enough. He owns Tencent (TCEHY-5) but not BABA-N.

COMMENT

A smaller version of Ali Baba (BABA-N), an emerging e-commerce player. They’ve been winning a little bit of market share, especially in the last quarter or 2. They’ve really surprised on the upside to earnings. Valuation wise, it is expensive. They have room to continue to expand their market share.

PAST TOP PICK

(A Top Pick June 4/15. Down 37.75%.) Got stopped out at around $34. This is a competitor of Ali Baba (BABA-N). It just took another dip down because of a Short report that has been circulating.

TOP PICK

Essentially an Amazon.com. There are 105 million users already. If you look at the consumer side in China, it hasn’t been a meteoric rise that you might think, so he thinks this has much further to go. A search would show that it is one of the top picks amongst US hedge funds. Speculative, but be comfortable with that.

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