UBJDCOM@EC2612B

$JD.com(JD.US)$JD-SW(09618.HK)

Accumulating JD.com on Weakness 💪

I have been steadily adding JD.com while the share price is soft. I see real deep value and great opportunities here plus a solid dividend yield.

I tried to queue my buy order today on the HK market at HK$104.6… but didn’t get filled! 🫣

Missed the entry but manage to buy some yesterday and today at US pre-market.

I don’t mind it drop more. I am still happy to keep accumulating at lower levels.

JD’s long-term Physical AI vision is exactly the kind of big-picture story I want to hold.

Will keep patiently adding on dips! 🚀

Breaking: Michael Burry has disclosed his updated positions

$JD-SW(09618.HK)

JD.com Update -In the Red and I remain Convicted! 🧭

Bought 100 shares of JD-SW (09618) at HK$110.50 on Aug 28. It is currently at HK$107.50, down roughly -2.8%.

The current P/E at ~16.9x, dividend yield ~3.7%. It is looking increasingly reasonable for a top Chinese e-commerce giant.

Short-term price wobbles do not change the long-term story. I am watching closely for it to go lower. If the fundamentals stay strong, this could be a great entry point to add more! 💪

Who is holding JD too? What is your thoughts? Let’s discuss😁

$JD-SW(09618.HK)entered China's highly competitive food-delivery market aggressively, which previously put considerable pressure on profitability.

The latest results suggest that losses in the food-delivery business are narrowing, helping JD's overall earnings recover. Analysts are watching whether JD can continue reducing promotional spending while retaining customers and market share.This is an important positive for the stock because investors previously worried that the food-delivery expansion could become a prolonged cash drain.

JD's proposed US$2.5 billion acquisition of German electronics retailer Ceconomy is facing regulatory scrutiny from the European Union.

The EU is investigating whether JD may have benefited from foreign subsidies that could distort competition. China has now instructed domestic entities not to assist or cooperate with the EU investigation, escalating the issue.The deal could give JD a significant European retail presence through MediaMarkt and Saturn, but regulatory uncertainty has become an additional risk.

In short,JD is doing a good job improving profitability, but the 2.9% revenue decline is the main concern.

For a long-term investor, I would not view the August sell-off purely as bad news. If JD can achieve what management expects—a meaningful recovery in electronics sales in 2H while continuing to reduce food-delivery losses—the earnings outlook could improve.

On the other hand, if revenue continues declining despite lower costs, the market may continue to treat the stock as a value trap rather than a growth story.

Earning season giving more opportunities to all of us

$JD-SW(09618.HK)

I started trading JD.com last year. YTD I have made +HK$14,643.07 in profit! ( Swing trades)

I bought back the shares again at HK$111.10 after 10% plunge last week. Currently it is trading at HK$111.90 now,up a steady +0.72% on this position alone.

I am comfortable to hold and add more positions when it go lower. I know the company has strong fundamentals and it will

Come back again. Patient conviction will always pays off.

Trust your research and stay invest.

My opinion is Iive more Bank less

The quarterly earnings season has been in full swing over the past week. Despite similar performance, it's a world apart from July.

This week, the focus is on Thursday's FOMC meeting. We've noticed the 10-year US Treasury yield oscillating at high levels and could break out upward at any moment.

This is a risk factor.