UBJDCOM@EP2612A

JD Launches Service Map for Robotic Industry

Nomura Upgrades JD.com's Rating and Target Price

Barclays Raises Target Price for JD.com to $41

JPMorgan Reiterates Overweight Rating on JD.com

DBS Analyst Maintains Buy Rating on JD.com with Target Price of HKD 141.00

JD collaborates with over 200 brands, aiming for sales of over 10 billion by 2026

JD Launches 'Robot Ambulance' Service

UBS Expects JD.com Q1 Adjusted Net Profit at 5.8B yuan with a Buy Rating

Citi Raises JD.com's US Stock Target Price to $36

Jefferies Upgrades JD.com's Profit Forecast

Morgan Stanley Raises JD.com's Full-Year Net Profit Forecast and Target Price

Macquarie Upgrades JD.com to Outperform

JD FDC Phase II Smart Industrial Park Project in Guangzhou Huadu Commences Construction

JD Auto Signs Sales Cooperation Agreement with DeepBlue Auto

JD and DeepBlue Auto Collaborate to Launch DeepBlue L06 Extended-Range Version

Hedge Fund Manager Michael Burry Buys Nvidia Put Options, Buys Shares in JD.com and Alibaba

JD Cloud Launches AI Product JoyClaw

JD.com Completes Issuance of 10 Billion RMB Unsecured Senior Notes

Famous Investor Michael Burry Buys JD Stock

JD Completes 1 Billion RMB Senior Unsecured Notes Offering

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ASIA TELE-NET

TIAN CHENG HLDG

ABC MULTIACTIVE

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SINO-LIFE GROUP

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GBG HOLDINGS

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BIREN TECH

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Daiwa has raised JD.com's target price to RMB 175 and maintained a "Buy" rating. Although the shift in JD.com's revenue structure towards a comprehensive product offering may put pressure on operating profits, the expected revenue growth from the advertising business is anticipated to offset this impact. JD.com is expected to achieve a total revenue growth of 4.7% year-on-year in the first quarter, with retail revenue growth of 0.9%. The non-GAAP net profit is expected to be RMB 5.2 billion, with the retail operating profit margin remaining flat at 4.9%

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JD-SW

JD.com

KraneShares 2x Long JD Daily ETF

JD-SWR

Daiwa raised JD.com's target price to 175 yuan and maintained a "Buy" rating

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The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%

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KraneShares 2x Long BABA Daily ETF

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Alibaba HK SDR 5to1

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Three major Wall Street investment banks—Barclays, JPMorgan Chase, and HSBC—collectively adopted a bullish stance on JD.com on the same day. The core logic lies in the unexpected growth momentum of high-margin businesses such as daily necessities and platform services in the first quarter, alongside an increasingly clear trend of narrowing losses in the new food delivery business, as regulators continue to signal to market participants the need to return to rational competition

- Major Wall Street investment banks, including Barclays, JP Morgan, and HSBC, have issued bullish reports on JD.com, noting improving fundamentals.  
- They highlight expected growth in consumer goods and platform services, with Q1 performance forecasts showing an increase in revenue growth rates for these segments.  
- Additionally, decreasing losses in the food delivery sector and cautious overseas expansion through JoyBuy are anticipated to support long-term profitability, while current valuations are seen as attractive.

ProShares Online Retail

SPDR S&P Retail ETF

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JPMorgan Chase & Co.

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HSBC 5xShortSG241213

JD.com Q1 Earnings Surprise? Wall Street: Core Business Recovery Plus Narrowing Losses in Food Delivery Segment

The Hang Seng Index rose initially before narrowing its gains, ultimately closing at 25,947 points, with the market focusing on the progress of US-Iran negotiations. The Dow Jones and Nasdaq in the US rose by 0.7% and 2%, respectively. Technology stocks performed strongly, with Alibaba and JD.com being favored, rising nearly 3% and 1.4%, respectively. The Hong Kong Stock Exchange rose by 1.7%, while Yangtze Optical Fibre and Cable fell by nearly 5%. The overall market turnover was HKD 245.588 billion, with a net inflow of HKD 4.221 billion from southbound funds

"Market Review" Hang Seng Index gains and loses at 26,000; Alibaba, JD, and pharmaceutical stocks in demand

CICC predicts that JD's revenue in the first quarter will increase by 4.5% to RMB 314.6 billion, with non-GAAP net profit expected to decline by 53% to RMB 5.97 billion, resulting in a net profit margin of 1.9%. The reduction in losses from the food delivery business will drive a narrowing of losses in new businesses, with an overall net profit expected to be RMB 5.97 billion. Based on the better-than-expected reduction in food delivery losses, the net profit forecast for 2026 has been raised by 16.6% to RMB 38.9 billion, and the target price has been increased by 9% to $36, maintaining an "outperform industry" rating

In "The Big Banks," China International Capital Corporation predicts JD's first-quarter Non-GAAP net profit to be RMB 5.97 billion and raises the target price to $36

- On April 15, major A-share indexes opened higher, with the Shanghai Composite up 0.32%, Shenzhen Component up 0.66%, and ChiNext up 1.06%.  
- The CSI 300 Index rose 0.5%, recovering losses incurred since the outbreak of the Iran war.  
- In Hong Kong, the Hang Seng Index increased by 1.14%, and the Hang Seng Tech Index rose 2.26%, with JD.com and Baidu gaining nearly 6% and 5%, respectively.

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PKU HEALTHCARE

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Hvsen Biotech

Staidson BioPharm

BrightGene

JINLING PHARM.

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MustangBattery

SHENJIAN GUFEN

Shenzhen Best of Best Holdings

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Digital China Information

WEIDE INFORMATION

Koal

GuoChuang

QuantumCTek

Sunfar

NVIDIA

Jiangsu Huachen

DALIAN INSULATOR

Grandwall

HENAN THINKER AUTOMATIC EQUIPMENT

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Realcan

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LUYAN PHARMA

Huaren Health

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Trip.com HK SDR 50to1

SMIC HK SDR 5to1

NVIDIA Corporation

A-share major indices open high at gap; Hang Seng Tech Index rises over 2%, JD-SW gains nearly 6%

DBS analyst Andy Yu CFA has maintained a Buy rating on JD.com, Inc. Class A (9618) with a price target of HK$141.00. The analyst focuses on the Technology sector and has an average return of -3.6% with a 30.63% success rate on recommendations. JD.com has a Strong Buy consensus among analysts, with a price target consensus of HK$143.27.

- DBS analyst Andy Yu CFA maintained a Buy rating on JD.com, Inc. Class A and set a price target of HK$141.00.  
- Yu specializes in the Technology sector, with a focus on various stocks and has an average return of -3.6% and a success rate of 30.63% on his recommendations.  
- JD.com, Inc. Class A has a Strong Buy consensus among analysts, with a price target consensus of HK$143.27.

Tip Ranks

DBS Remains a Buy on JD.com, Inc. Class A (9618)

JD-SW announced the official launch of the "Robot Ambulance," providing maintenance services for humanoid robots, quadruped robots, and AI companion robots. Currently, JD's "Robot Ambulance" is serving in the Beijing area, and in the next three years, the robot on-site maintenance service will expand to over 50 core cities nationwide

JD.com launches "robot ambulance"

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Citi raised JD.com's target price to $36, with a rating of "Buy." It is expected that JD.com's total revenue will grow by 3.26% to RMB 310.9 billion in 2026, while adjusted net profit will decline by 58% to RMB 5.3 billion, mainly due to losses from new businesses. Citi has raised its net profit forecasts for 2026 to 2028, reflecting strong advertising revenue and a narrowing of losses in the delivery business. JD.com has partnered with over 100 brands to launch a subsidy program, with a total subsidy amount reaching RMB 10 billion in the coming year

VanEck Retail ETF

Global X E-commerce ETF

Amplify Online Retail ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citigroup raised the target price for JD.com to $36, rating it "Buy."

UBS expects JD Group's first-quarter revenue to grow by 3% year-on-year, with retail revenue increasing by 1.5% and the decline in electronics and home appliances revenue narrowing to 9%. The loss from new businesses is expected to be 12 billion yuan, a decrease compared to the previous quarter. The overall adjusted net profit is projected to be 5.8 billion yuan, higher than the market expectation of 5 billion yuan. UBS maintains a "Buy" rating on JD, with a target price of $48, and believes there is still upside potential for earnings

UBS Group AG

UBS expects JD.com's new business losses to narrow in the first quarter, maintaining a "Buy" rating

Morgan Stanley raised JD.com's target price to $25, expecting a 2% year-on-year growth in retail revenue for the first quarter. Among them, 3C and home appliance revenue fell by 9%, department store revenue grew by 15%, and third-party platform revenue grew by 16%. JD Logistics revenue is expected to grow by 25%. Losses from new businesses are expected to narrow from 14.8 billion yuan in the fourth quarter of last year to 10 billion yuan, with an expected annual growth of 4% in retail and group revenue, and a net profit growth of 16% to 31.2 billion yuan. Maintain a "reduce" rating

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Morgan Stanley raises JD.com's target price to $25, expects first-quarter losses from new businesses to narrow quarter-on-quarter

South Korean e-commerce platform 11st announced that it will open a dedicated store on JD.com's overseas platform in mid-June this year, offering products such as beauty, food, and health supplements. Merchants only need to stock their products, while 11st will handle the other processes, with related services provided for free, reducing the burden on merchants. JD.com's stock price opened high today and rose by 6.33%

South Korean e-commerce 11Street sets up an overseas platform pavilion on JD.com, and JD's stock price rises over 6%

Hong Kong stocks opened high with a rise of 295 points, the Hang Seng Index reported 26,168 points, the National Index reported 8,776 points, and the Hang Seng Tech Index reported 4,961 points. Technology stocks led the gains, with Alibaba, Baidu, and JD opening up 4%, 4.9%, and 6% respectively. JP Morgan gave JD an "Overweight" rating with a target price of HKD 148, expecting significant upward potential in earnings. Other technology stocks such as Tencent, Kuaishou, and NetEase also saw increases, while the automotive stock XPeng opened up 4%. Real estate stocks New World Development and MTR Corporation opened up 2.9% and 3%

Hang Seng TECH ETF I

Tianhong Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

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CSOP HS TECH

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Harvest Hang Seng SCHK Technology ETF

Dacheng Hang Seng Technology ETF(QDII)

"Hong Kong Stocks" The Hang Seng Index opened high, up 295 points, with technology stocks leading the rise, Alibaba, Baidu, and JD all up

Trump stated that the Iran conflict is nearing its end, and the market expects a de-escalation of the conflict, with all three major U.S. stock indices rising, and the Hang Seng Index opening up 295 points. JD.com’s stock price rose by 6%, and technology stocks such as Alibaba and Tencent also saw increases. However, WuXi AppTec and CSTONE PHARMA saw their stock prices decline due to placement news. Lingrui's equity changed hands, resulting in a significant increase in its stock price

- President Trump stated that the conflict with Iran is "coming to an end," leading to heightened market expectations and a rise in U.S. stock indices, with the Dow up 317 points, the S&P gaining 81 points, and the Nasdaq increasing by 455 points.  
- International oil prices fell significantly, with New York oil dropping nearly 8% to $91.28, while gold prices rose over 2% to $4,840.73.  
- In Hong Kong, the Hang Seng index opened up 295 points, with tech stocks like Alibaba and Tencent showing gains, though some companies announced share placements resulting in declines.

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Tencent Holdings Limited

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Trump claims the war is nearing its end, Hang Seng Index opens up 295 points, JD.com rises 6%, two pharmaceutical stocks surge, and another stock changes hands skyrockets 122% | Hong Kong stock market opens

Featured

$JD-SW(09618.HK)🌍 JD.com (9618.HK) From Local Leader to Global Player: Why Analysts Love JD.com’s Strategy.🤔For the past 24 hours top-tier analysts from DBS, Morgan Stanley and Citi are doubling down on JD.com, fueled by its massive pivot into Europe and Southeast Asia.🔷Global Fundamentals:JD is no longer just a “China play.” In Europe, JD has secured a dominant foothold by acquiring Ceconomy (MediaMarkt/Saturn) and investing in Fnac Darty, giving it an instant network of over 1,000 physical stores. This unique “brick-and-click” strategy combines JD’s world-class logistics with a massive European retail footprint.Across Asia, JD Logistics is rapidly scaling, now offering express delivery in Singapore, Malaysia, and Thailand. Their “10 Billion Growth Plan” aims to bridge 1,000 global brands directly to China’s middle class, cementing JD’s role as the premier global supply chain gateway.🔷Analyst Targets:🟢DBS: Buy | Target: HK$150.00🟢Morgan Stanley: Overweight | Target: US$35.00 (ADR)🟢Citi: Buy | Strong focus on supply chain moats.With a massive consensus upside of ~42%, JD is positioning itself as a global logistics powerhouse. 🛒📈

JD HK SDR 10to1

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$JD-SW(09618.HK) I have been holding this stock for a while now, still in the red. I still believe this stock under value, going to DCA every month untill it goes back up.

$JD-SW(09618.HK)JD remains my high-conviction value play. With its massive logistics moat, improving margins and an attractive 3.56% dividend yield. JD offers deep value despite temporary market sentiment. Patience is key.

$Alibaba(BABA.US) saw a mild net outflow worth US$15.3m today as markets reopened weighed down by Trump’s threat to blockage the Strait of Hormuz in order to force Iran to remove its own blockade. Also, China’s cyber regulator prohibits platforms from granting of livestream tipping. But news also that Michael Burry added shares in $Alibaba(BABA.US) and $JD.com(JD.US).@Bridge Buzz SG

$JD-SW(09618.HK)JD is one of my highest-conviction holdings in my portfolio. That is what true value investing looks like. Great company ✅Temporary sentiment ❌JD’s logistics moat, automation advantage and e-commerce resilience are not priced for the long term. Margins are improving. Buybacks are real. The business keeps executing while others chase hype.Value investing means holding when conviction is strong but prices do not yet reflect it. JD is profitable and undervalued.I am not timing the market. I am trusting the business and love the dividend yield of 3.56%. Holding with patience.Not advice. Just value investing in action😁.

Today’s Key News Recap

Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

UBJDCOM@EP2612A(28289.HK)

UBJDCOM@EP2612A Stock Performance Chart

Daiwa raised JD.com's target price to 175 yuan and maintained a "Buy" rating

The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%

JD.com Q1 Earnings Surprise? Wall Street: Core Business Recovery Plus Narrowing Losses in Food Delivery Segment

"Market Review" Hang Seng Index gains and loses at 26,000; Alibaba, JD, and pharmaceutical stocks in demand

In "The Big Banks," China International Capital Corporation predicts JD's first-quarter Non-GAAP net profit to be RMB 5.97 billion and raises the target price to $36