HUJDCOM@EP2611A

JD.com and Mastercard Sign Strategic Cooperation Agreement

JD Fresh Seafood Base Unveiled in Weihai, 'Live Delivery' Service Launching for 618

Four Former Executives of Original Jexin Consumer Finance Banned from Banking, Tianjin JD Consumer Finance Warned on Compliance After Rebranding

US Approves Chinese Firms to Buy Nvidia H200; Search Volume Surges on JD.com

Nomura Raises JD.com US Stock Target Price to $41, Maintains Buy Rating

JD.com Launches Apple Product Promotion, iPhone Discount Up to 3,100 RMB

DAH SING SECURITIES MAINTAINS BUY RATING ON JD.COM AND RAISES 2026 EARNINGS FORECAST BY 10%

Barclays Raises JD.com Price Target to $43

Susquehanna raises JD.com target price to $35 from $30

CMBI and DBS Maintain Buy Rating on JD.com and Set Price Targets

Brokers Provide Investment Ratings and Target Prices for JD Logistics

CFRA Raises JD.com's Target Price to $36

JD Group's Q1 2026 Earnings Report Shows Significant Profit Improvement

DBS Analyst Reiterates Buy Rating for JD.com

BOC International Raises JD.com's US Stock Target to $38

JD.com's A Shares 12-Month Target Price Raised to 132.47 RMB

Citi Raises Target Price on JD.com to Buy

JD is Fully Upgrading Its AI Self-researched Products

JD CFO Reveals Q1 Food Delivery Business Improved and Projects Future Profitability

JD Indicates Continued Growth in R&D Spending

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

09618

02618

Nomura has maintained a Buy rating for JD.com, Inc. Class A, setting a price target of HK$159.90. The stock closed at HK$130.10, with an analyst consensus rating of Strong Buy and an average price target of HK$147.92, indicating a 13.70% upside. DBS also reaffirmed a Buy rating with a target of HK$141.00.

- Nomura analyst maintained a Buy rating on JD.com, Inc. Class A and set a price target of HK$ 159.90 on May 14.  
- As of the previous day, JD.com's shares closed at HK$ 130.10, with the analyst consensus reflecting a Strong Buy and an average price target of HK$ 147.92, indicating a 13.70% upside.  
- DBS also reaffirmed a Buy rating with a price target of HK$ 141.00 in a report released on May 13.

Tip Ranks

JD.com

JD-SW

JD LOGISTICS

KraneShares 2x Long JD Daily ETF

Nomura

Nomura Holdings, Inc.

JD-SWR

Nomura Sticks to Its Buy Rating for JD.com, Inc. Class A (9618)

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DBS analyst Ben Wong has reaffirmed a Buy rating on JD with a price target of $36.00, while shares closed at $33.77. Wong, a 4-star analyst, has an average return of 11.3% and a 63.27% success rate. Additionally, Bank of America Securities also issued a Buy rating for JD, while Susquehanna maintained a Hold rating.

- DBS analyst Ben Wong reiterated a Buy rating on JD with a price target of $36.00, while shares closed at $33.77.  
- Wong holds a 4-star ranking on TipRanks, showcasing an average return of 11.3% and a success rate of 63.27%, and he covers stocks in the Real Estate sector.  
- Bank of America Securities also issued a Buy rating on JD, whereas Susquehanna maintained a Hold rating on the same day.

JD HEALTH

BEKE-W

LONGFOR GROUP

CHINA RES LAND

Bank of America

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Bank of America Corp

DBS Reaffirms Their Buy Rating on JD (JD)

EBIZ

In a report released yesterday, from SPDB maintained a Buy rating on JD.com, Inc. Class A, with a price target of HK$143.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released on May 13, DBS also maintained a Buy rating on the stock with a HK$141.00 price target.

- SPDB has reaffirmed a Buy rating on JD.com, Inc. Class A, setting a price target of HK$143.00.  
- Similarly, on May 13, DBS also maintained a Buy rating for the same stock, with a price target of HK$141.00.  
- Both ratings suggest positive expectations for the company's stock performance in the market.

Global X E-commerce ETF

SPD Bank

DBS Group

SPDB Reaffirms Their Buy Rating on JD.com, Inc. Class A (9618)

IBUY

ONLN

Nomura has raised its target price for JD.com, Inc. to USD41 while maintaining a Buy rating. The company's 1Q results exceeded expectations, with a 4.9% YoY revenue increase and a 16% YoY rise in operating profit. Despite anticipated revenue declines in Q2 due to various factors, Nomura has improved its profit forecasts for 2026 and 2027 by 15% and 5%, respectively, citing enhanced profitability in JD Retail.

- Nomura's report highlights that JD-SW (09618.HK) exceeded 1Q expectations with a 4.9% year-over-year increase in net revenue.  
- JD Retail's operating profit rose 16% year-over-year to RMB 15 billion, but management anticipates a decline in revenue for the second quarter due to various factors.  
- Despite this, Nomura improved its non-GAAP profit forecasts for 2026 and 2027 and maintained a Buy rating on JD.com, raising the target price from USD 40 to USD 41.

AASTOCKS News

SPDR S&P Retail ETF

VanEck Retail ETF

Amplify Online Retail ETF

ProShares Online Retail

Nomura Raises JD.com, Inc.  TP to USD41, Maintains Buy Rating

JD LOGISTICSshares fell 5.28% to HKD14.34 amid short selling of $43.32M. Nomura reported a 29% YoY revenue increase for Q1 2026, driven by JD Group, and raised its target price from HKD18 to HKD20, maintaining a Buy rating. The impact of rising fuel prices is manageable, accounting for less than 1% of revenue. Nomura forecasts continued revenue growth of 25% YoY in Q2 2026, with full-year revenue and profit growth estimates of 20-25% and 25-30% YoY, respectively.

- JD Logistics reported a 29% year-over-year revenue increase in Q1 2026, surpassing market expectations due to higher internal revenue from JD Group.  
- Non-IFRS operating profit rose sixfold to RMB 1 billion, with management expecting continued growth driven by organic revenue and contributions from instant delivery services.  
- Nomura has raised its target price from HKD 18 to HKD 20, projecting full-year revenue growth of 20% to 25% and reiterating a Buy rating amid improved sentiment in China's express delivery industry.

JD LOGISTICS  Falls Over 5%; Nomura Says Fuel Price Impact Manageable, Raises TP to HKD20

JD-SW has launched promotional offers on Apple products, including discounts of up to RMB3,100 on iPhone Air and RMB2,000 on iPhone 17 Pro with additional trade-in subsidies. Other Apple products like Mac, Apple Watch, and iPad also have exclusive discounts. JD promises fast delivery for new models.

- JD-SW (09618.HK) announced discounts on Apple products starting from May 15, including an RMB1,000 coupon for iPhone 17 Pro purchases.  
- Consumers can combine this with a trade-in subsidy, totaling a maximum discount of RMB2,000, making the final price as low as RMB6,999.  
- Additional offers include discounts on other Apple products, with immediate stock availability and rapid delivery for new models.

JD Cuts Prices on Full Range of Apple Products in Mainland; iPhone Air Discount Up to RMB3,100

JD Stock Rises as Trump Visits China. It Could Go Much Higher.

Barchart Option

JD Stock Rises as Trump Visits China. It Could Go Much Higher.

Susquehanna raised JD.com's price target from $30.00 to $35.00, maintaining a "neutral" rating. This indicates a potential upside of 5.24% from the previous close. Other firms have also adjusted their targets, with Citigroup and Nomura setting targets at $36.00 and $40.00, respectively. JD.com has a consensus rating of "Moderate Buy" and an average target price of $38.69. The stock opened at $33.26, with a 52-week range of $24.51 to $37.00. Analysts predict an EPS of 2.66 for the current year.

- JD.com has seen its target price increased to $35.00 by Susquehanna, indicating a potential upside from the previous close.  
- Various research firms have rated the company with ten "buy" ratings and a consensus average target price of $38.69, reflecting positive sentiment following stronger-than-expected earnings results.  
- Despite the optimism, analysts remain cautious due to aggressive spending impacting margins and delays in sales from potential Nvidia chip transactions.

Market Beat

Citigroup

Morgan Stanley

NVIDIA

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NVIDIA Corporation

JD.com (NASDAQ:JD) Price Target Raised to $35.00 at Susquehanna

89618

HJDD

Below is Dolphin Research's recap of $JD.com(JD.US) FY26 Q1 earnings call. For our earnings take, see 'State subsidies fading, JD's earnings power intact'.I. Core financial highlights review1) Shareholder returns: In Q1, JD repurchased approx. 44.5 mn ordinary shares (equivalent to 22.3 mn ADS) for $631 mn, about 1.6% of shares outstanding. Remaining buyback authorization stands at $1.4 bn through Aug 2027. For 2025, the cash dividend is $1 per ADS (~$1.4 bn)...

JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve Further

$JD.com(JD.US) released its Q1 2026 results on May 12. Takeaway: growth has bottomed and is recovering, with profits ahead of expectations. Total revenue was RMB 315.7bn (+~5% YoY), improving from +1.5% in the prior quarter and slightly above market expectations.This confirms a gradual rebound in the e-comm biz. Group Adj. OP was RMB 5.6bn, still roughly halved YoY but the highest quarterly profit since the food-delivery price war kicked off in Q2, and well above Bloomberg consensus of RMB 2.6bn...

JD: Earnings Power Intact as state subsidies fade

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

BYD COMPANY

BYD COMPANY-R

BYD Company Limited

BYD Company

Xiaomi HK SDR 2to1

BYD HK SDR 10to1

TENCENT

BABA-W

BILIBILI-W

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Bilibili

Alibaba

BABA-WR

Alibaba HK SDR 5to1

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$JD-SW(09618.HK)My journey with JD has been filled with ups and downs. I first bought the shares during the food delivery war, starting with 50 shares at HKD 125.8, and continued to DCA along the way, lowering my average cost to HKD 115.43 with 800 shares. Even when JD.com fell to HKD 95, I stayed invested because I strongly believed in JD’s fundamentals.This week, I decided to sell 600 shares to lock in gains following the earnings announcement. One important reason was to reduce my portfolio concentration risk .I continue to hold the remaining shares with conviction. I strongly believe in JD’s long-term growth potential. This approach allows me to secure part of the profits while remaining invested for future upside.Stay committed and ride the green dragon.

JD HK SDR 10to1

Financial Analysis

Fattycat

JD Return Rate

BABA Diamond Holder

Hellee87

HJDD Diamond Holder

Ranks in the top 10% of account holders by total assets
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$Alibaba(BABA.US) released its last-quarter FY26 results pre-mkt on May 13. As widely expected, headline performance was weak this quarter.The main drag was aggressive Lunar New Year promos and 'cash burn', which pushed group profit below even last Q3's peak during the food-delivery price war. The cloud biz also lacked any standout prints, failing to offset the shortfall.From an expectations perspective, the print landed within the range of updated sell-side estimates, albeit at the low end. So it was not a negative surprise. Specifically, 1) CMR growth appeared soft...

BABA: E-comm Steps Back, AI Takes Lead; Cash Burn Not a Concern

I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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Jardine Matheson

Eh which storage stocks you referring to leh, Micron or got other picks?

Fair_Lemon5303

Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities &amp; palm-oil for energy security; hedge with banks.

JMay

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High oil prices have led to high inflationary cost pressure across all sectors, affecting businesses and industrials. Defensive strategies are also at all time high valuations, which had already being position taken earlier, so be cautiously investing during this tough times.

Featured

you all too young to remember when MT first came out they had to price war against 1000 other companies?

7 figure trader. Doing a small account challenge

ApexTrades

Meituan got potential but the price war quite jialat leh. I lean towards JD for now, more steady.

markypots

JD logistics really solid, but the margin pressure from price wars damn scary sia

KopiO

$MEITUAN(03690.HK)$JD-SW(09618.HK) 🥡 Delivery Giant or 📦 Retail King? The 2026 China Tech ShowdownWith JD.com’s latest 1Q 26 earnings report finally out, someone recently asked me: “if i am given a choice between Meituan or JD, which one should I pick?”Choosing between these two has never been a simple task. If I had to decide which one deserves a spot in your portfolio, here is how the breakdown looks in mid-2026:🏆 Meituan: The High-Stakes Gamble🟢 The Bull Case: Meituan remains the undisputed “everything app” for services. Their international expansion via KeeTa is gaining real traction, and they still command over 60% of the domestic food delivery market.🔴 The Bear Case: The bottom line has taken a serious hit. For the first time, their core business is bleeding cash as they fight a grueling multi-front war against JD and Douyin.🟢 The Vibe: Pure “growth-at-all-costs” energy. 🚀🏆JD.com: The Defensive Play🟢 The Bull Case: They boast massive scale and the gold standard of logistics. JD is successfully pivoting from “delivery in days” to “delivery in 30 minutes” across nearly every product category.🔴 The Bear Case: Core retail growth has leveled off into the single digits. Meanwhile, their dividend yield is not quite enough to offset the margin squeeze caused by aggressive price wars.🟢 The Vibe: A steady ship navigating a heavy storm. ⚓🔷 Personal Thoughts:If I had to pull the trigger today, JD.com feels like the safer “value” play. This is because it is backed by a robust supply chain and more reliable cash flow. However, Meituan is clearly the “alpha” play. If they can land their international expansion and stabilise the domestic price war, the potential for a massive rebound is huge.Ultimately, Meituan is for the risk-takers while JD is for the patient investor.What is your risk appetite 🤔?

Meituan HK SDR 5to1

HUJDCOM@EP2611A(29040.HK)

Nomura Sticks to Its Buy Rating for JD.com, Inc. Class A (9618)

DBS Reaffirms Their Buy Rating on JD (JD)

SPDB Reaffirms Their Buy Rating on JD.com, Inc. Class A (9618)

Nomura Raises JD.com, Inc. TP to USD41, Maintains Buy Rating

JD LOGISTICS Falls Over 5%; Nomura Says Fuel Price Impact Manageable, Raises TP to HKD20