JP#JDCOMRC2810A

LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

TIAN TU CAPITAL

HSC RESOURCES

EPI (HOLDINGS)

LAP KEI ENGRG

MPNGY

02618

09988

00241

09618

03690

06618

China's market regulator has ordered major food delivery platforms, including Meituan, Taobao Shangou, and JD.com, to enhance food safety measures ahead of new regulations set to take effect in June. The State Administration for Market Regulation emphasized the need for strict compliance with safety requirements, self-inspections, and improved management of delivery processes. Food delivery riders are also encouraged to participate in safety supervision.

- China's market regulator has mandated major food delivery platforms to enhance food safety protocols before new regulations take effect in June.  
- The State Administration for Market Regulation directed Meituan, Taobao Shangou, and JD.com to adhere to stringent regulatory requirements and ensure food safety responsibilities are met.  
- Platforms are required to conduct self-inspections, tighten vetting and management processes, and encourage riders to engage in safety supervision.

Yahoo Finance

Meituan

JD LOGISTICS

BABA-W

ALI HEALTH

JD.com

JD-SW

MEITUAN

JD HEALTH

China regulator orders food delivery giants to strengthen safety controls

JD.com has long been unwilling to be just a channel provider

- The collaboration between Honor and JD.com marks a strategic shift from traditional sales to a deeper partnership aimed at achieving a sales target of over 100 billion yuan within three years.  
- This alliance seeks to integrate product development and marketing strategies, focusing on co-creation for specific user demographics and enhancing user experiences through combined resources.  
- As both companies navigate the competitive landscape of the electronic and retail industries, this partnership exemplifies their approach to overcoming market challenges and pursuing sustainable growth.

Wallstreetcn

KraneShares 2x Long JD Daily ETF

Breaking the Stalemate in the Smart Terminal Arena: Honor's Complementary Masterstroke with JD.com

.HXC

BABA

BABX

KBAB

EBIZ

MCHI

The Nasdaq Golden Dragon China Index initially closed down 0.3%. Among popular Chinese concept stocks, Tencent initially closed down 2%, while Xiaomi, JD.com, Meituan, Alibaba, and PDD fell by at least about 1%. Li Auto rose 0.4%, Xpeng rose 1.1%, and NIO rose 1.2%

NIO Inc

Li Auto

NASDAQ Golden Dragon China Index

NIO-SW

XPENG-W

Alibaba

LI AUTO-W

Tencent

TENCENT

Tencent Holdings Limited

XIAOMI-W

Xiaomi Corporation

XPeng

Roundhill China Magnificent Seven ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long PDD Daily ETF

KraneShares 2x Long BABA Daily ETF

Direxion FTSE China Bull 3X

GraniteShares 2x Long PDD Daily ETF

Global X E-commerce ETF

Roundhill China Dragons ETF

Krne Csi China Internet

Invesco Golden Dragon China

iShares MSCI China

OpenAI

DXYZ

ORCL

AMZN

GSAT

89618

HJDD

89988

HBBD

TSLA

ORCL-D

BABO

AMZU

TSDD

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

ONLN

IBUY

JD.com Announces Pricing of CNY10 Billion CNY-denominated Senior Notes | JD Stock News

StockTitan

SPDR S&P Retail ETF

ProShares Online Retail

VanEck Retail ETF

ISHRS MSCI China

Amplify Online Retail ETF

JD.com Announces Pricing of CNY10 Billion CNY-denominated Senior Notes | JD Stock News

STECH

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The Hong Kong stock market fluctuated repeatedly, with the Hang Seng Index closing up 37 points at 24,788 points. The National Index and the Hang Seng TECH Index fell by 24 points and 40 points, respectively. JD plans to issue RMB senior notes, with its stock price rising slightly. Alibaba launched a new model, leading to a decline in its stock price. Technology stocks showed mixed performance, with some rising and others falling. Tian Shu Zhi Xin's annual losses widened, resulting in a significant drop in its stock price. COWELL's annual net profit increased by 65%, and its stock price rose by 11.2%

AASTOCKS

Hang Seng TECH Index

Hang Seng Index

MIDEA GROUP

COWELL

BOC HONG KONG

HANSOH PHARMA

CSOP HSI ETF

"Hong Kong Stocks" The Hang Seng Index closed up 37 points, HANSOH PHARMA and MIDEA rose sharply, BOC HONG KONG increased by over 5%

JD.com, Inc. plans to issue CNY-denominated senior unsecured notes in offshore markets to refinance debt. The proceeds will be used for general corporate purposes, including repaying existing debt and servicing interest obligations. This move highlights JD.com's strategy to manage its capital structure and broaden funding channels. The company aims to improve its debt profile and financial flexibility. The latest analyst rating for JD.com stock is a Buy with a price target of HK$141.00.

- JD.com, Inc. plans to issue CNY-denominated senior unsecured notes in offshore markets to non-U.S. investors, aiming to manage its capital structure and widen funding channels.  
- The proceeds will be used for general corporate purposes, including repaying existing debt and interest obligations, which may enhance its debt profile and financial flexibility.  
- Analyst ratings for JD.com suggest a Buy with a price target of HK$141.00, reflecting confidence in the company's operational and strategic initiatives.

Tip Ranks

JD.com Plans Offshore CNY Bond Offering to Refinance Debt

JD.com plans to issue RMB-denominated senior notes

JD.com Announces Proposed Offering of CNY-denominated Senior Notes | JD Stock News

JD.com Announces Proposed Offering of CNY-denominated Senior Notes | JD Stock News

Today’s Key News Recap

Destiny Tech100

Oracle

Amazon

Globalstar

JD-SWR

JD HK SDR 10to1

BABA-WR

Alibaba HK SDR 5to1

Tesla

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

YieldMax BABA Option Income Strategy ETF

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

Direxion Auspice Broad COM

Boeing

Featured

$JD-SW(09618.HK)The “Unloved” Giant is Waking Up. Why I am Bullish on JD.com (9618.HK) 🚀The charts and the fundamentals are finally aligning. If you have been waiting for a “Deep Value” entry, the time is now. Here’s are the breakdown:The Technical Snapshot (4H Chart):❤️Bollinger bands: lt is expanding and just broken the upper resistance, signaling the end of the consolidation phase.❤️RSI level: Gaining strength , at 53.83, and healthy momentum with zero “overbought” exhaustion. ❤️Support: The 20-period SMA is holding firm as a new floor. This indicates that buyers are stepping in earlier and earlier, a sign of strong accumulation.The Fundamentals (Building Fortress)❤️Valuation: Trading at a P/B of 1.29x. You’re buying the assets and getting the business for $0.❤️Dividend Alert: Ex-date is April 8th. Dividend yield 3.52%. Secure your dividend at US$0.50 per share (~HK$3.98) payout.❤️Liquidity: 72% Cash-to-Equity ratio. JD is not just surviving the price war; they are funded to win it.❤️ Earnings Inflection Coming- Investments expected to slow- Margins likely to recover into 2026–27 - EPS growth ~20%+ CAGRMy Verdict The market has priced JD for disaster, but the balance sheet is built for a recovery. The chart shows the “smart money” is already moving in. 📍 Support to watch: ~$111-112 HKD📍 Resistance to clear: ~$115-116 HKDTrade safety, stay vigilant and be prudent in this turbulent market.😁

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

By far the biggest news in China overnight is the Economic Daily article titled &#34;The Takeout War is Over&#34; leading to a strong rally in $Alibaba(BABA.US) and $JD.com(JD.US)&#39;s HK shares in afternoon trading. The restaurant delivery war has weighed heavily on the bottom lines of the companies.@Bridge Buzz SG

Financial Analysis

Pre-market tonight (Mar 25), $PDD(PDD.US) released Q4 2025 results. Once the year's wild card on earnings, the company has now delivered two straight quarters broadly in line with the Street. PDD is now arguably the most focused, pure-play, value-driven e-commerce player in China.In detail: 1) Total revenue growth showed some recovery, weak at home and strong overseas. Revenue came in at approx. RMB 123.9bn (+12% YoY), roughly in line with expectations. Growth accelerated vs. last quarter, with a softer domestic contribution (Q4 was weak across e-com) ...

PDD: Has the Maverick Gone Mediocre?---

Pop Mart

Conference Minutes

Below is Dolphin Research's Trans of the FY25 earnings call for $POP MART(09992.HK). This section provides a recap of the core takeaways.1) Shareholder returns: the company plans to distribute 25% of net income attributable to shareholders as dividends. This implies a total payout of RMB 3.194bn and DPS of RMB 2.38.2) Guidance: for 2026, management targets revenue growth of at least 20%, prioritizing healthy, sustainable growth over aggressive expansion. It aims to avoid revenue growth without profit. The company will add quarterly business updates in May and Nov to increase disclosure frequency...

Sony

POP MART

Sony Group Corporation

POP MART HK SDR 20to1

ByteDance

POP MART (Trans): 2026 'pit stop to refuel and change tires'

Forwarding a news piece today that had a major impact on the Hang Seng 'Food Delivery' Index. The crux: the State Administration for Market Regulation reposted an Economic Daily op-ed arguing the 'food-delivery price war' should end soon. Of course, this is not the first such line from state media, nor an official SAMR stance; it was merely a repost, though it may hint at regulators' leanings.However, Dolphin Research believes that unless regulators step in and forcefully halt delivery subsidies, competition will still be driven by companies' own goals and appetite. As such, the actual impact of this 'signal' is uncertain; it mainly lifts sentiment and could accelerate participants' subsidy rollbacks and loss reduction. $Alibaba(BABA.US) $MEITUAN(03690.HK) $JD.com(JD.US)

Meituan HK SDR 5to1

Laopu Gold 

Below is Dolphin Research's Trans from Laopu Gold's 2H2525 earnings call. For the earnings analysis, please see 'Laopu Gold: High-price follow-on; the Hermes of gold's big bet paid off!'

LAOPU GOLD

ETFS Capital Ltd.

Gold.com

HANG LUNG PPT

HANG LUNG GROUP

Laopu Gld HK SDR 50to1

Laopu Gold (Trans): Target GPM to stay at 40%-43%

With a two-track push in food delivery and AI, $Alibaba(BABA.US) released FY26 Q3 results pre-mkt tonight (Mar 19).From an expectations lens, aside from softer Intl commerce growth and deeper losses in other segments, the print broadly tracked the recently lowered guidance.In absolute terms, however, performance was weak.As the tailwind from state subsidies and the monetization uptick cycle largely faded, core commerce growth slowed markedly.The bright spot was Alibaba Cloud, which continued to post solid growth.Bloomberg consensus was not timely updated this quarter, so its reference value is limited...

Shopify 

BABA: E-com slips again; AI is the only lifeline---

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

NewDiscussionZones

$JD.com(JD.US) is successfully shedding its label as a purely asset-heavy, first-party retailer. The brightest spot in Q4 was a 20% surge in services revenue, reaching RMB 79.3 billion. Powered by AI algorithm optimizations, platform and advertising revenue jumped 15%. This high-margin growth engine successfully offset the 12% macro- and high-base-driven decline in electronics and home appliances. Furthermore, high-frequency general merchandise posted a robust 12.1% growth, significantly optimizing the revenue mix.To reclaim mindshare in lower-tier markets and on-demand retail, the new business segment saw revenue skyrocket 200.9% to RMB 14.1 billion in Q4. However, this came at a steep cost: an operating loss of RMB 14.8 billion (compared to a sub-RMB 1 billion loss a year ago). This is a double-edged sword: it signals a fierce commitment to defending market share, but it remains the most glaring financial red flag. Management indicated that investments here may taper off in 2026, suggesting the peak of the cash burn might be over, though this requires strict verification in upcoming quarters.@Bridge Buzz SG

$JD-SW(09618.HK)Based on the most recent market data and research reports, JD.com is receiving unanimous analyst support:🎯 This Month’s Ratings:9 BUY | 0 HOLD | 0 SELLKey Investment Highlights:✅ Shareholder Returns:~10% annualised return through buybacks + dividends (Haitong International)✅ Earnings Beat: Adjusted net profit exceeded expectations, driven by service revenue growth✅ Growth Catalysts:- Acceleration expected in H2 2026- Focus on 3C electronics core- Expansion into AI-powered retailBottom line:Analysts see strong value ahead. What’s your take on JD’s AI retail strategy?

JP#JDCOMRC2810A(67460.HK)

JP#JDCOMRC2810A Stock Performance Chart

China regulator orders food delivery giants to strengthen safety controls

Breaking the Stalemate in the Smart Terminal Arena: Honor's Complementary Masterstroke with JD.com

The Nasdaq Golden Dragon China Index initially closed down 0.3%. Among popular Chinese concept stocks, Tencent initially closed down 2%, while Xiaomi, JD.com, Meituan, Alibaba, and PDD fell by at least about 1%. Li Auto rose 0.4%, Xpeng rose 1.1%, and NIO rose 1.2%

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

JD.com Announces Pricing of CNY10 Billion CNY-denominated Senior Notes | JD Stock News