JD HK SDR 10to1

My Conviction: Building JD.com Positions🚀

I am holding and adding to JD.com across both markets recently. Currently I am holding 30 shares in USD and 150 shares in HKD.

The HK side shows a paper loss of 3.19% and the US side is basically flat. The short-term price moves do not change my view on JD.

JD is trading at levels I find genuinely attractive. 😍

Its AI-driven lifestyle services, robust supply chain and expanding home-services ecosystem are built for the long haul.

These are exactly the most challenging times when quality companies look most unappealing on the chart but offer most rewarding for patient investor like me 🤭. ( Plus huge margin of safety)

I am starting steady accumulation now same my passion to shiny GOLD. Not rushing in all at once. I believe in their business model and I am here for what comes next.

Patience over panic 💪✨

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

🚨 Who Is Next After Haidilao? HK Stocks Trust Tax Watchlist

I guess many investors must have heard about Haidilao’s founder share sale news.

Bloomberg and The Straits Times recently have also covered the news and flagged Xiaomi, Li Ning, Sunac and Guming as names to watch.

I decided to do my own independent research to see who else may be affected.

Here is what I have gathered :

Fact: Based on China’s MOF and STA Announcement No.21. The compliance deadline is 22 October 2026.

Offshore discretionary trusts holding founder equity will face a 20% tax on accumulated dividends, trust contributions from 2023 to 2025 and realised capital gains. Any unpaid taxes after the deadline will incur a 0.05% daily surcharge plus penalties up to five times the owed amount.

I reviewed 19 major HK-listed tech leaders. 11 founders hold controlling stakes through offshore discretionary trusts. These companies are now under close watch before the deadline.

1️⃣ NetEase (9999.HK)

Largest exposure in this group. Estimated tax bill of US$600–700 million from historical trust dividends.

2️⃣ Pop Mart (9992.HK)

Structurally very similar to Haidilao. Uses the same trustee firm UBS Trustees B.V.I. Estimated bill of US$60–90 million.

3️⃣ Horizon Robotics & XtalPi

Both settled their trusts within the retroactive period without dividend cash. They may need to sell shares to fund the tax payment.

📊 Please refer to the full infographic for more details.

Do you think the above companies like to follow Haidilao🙄?

Disclaimer: For information and educational purposes ONLY. Based on public available information and I may be wrong. Hence this is definitely not financial or tax advice. Do your own due diligence☺️.

$HAIDILAO(06862.HK)$NTES(09999.HK)$POP MART(09992.HK)

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

🚀 JD.com Unleashes “Physical AI” - The 5-Year Plan That Will Change Everything!

JD.com shares closed at HK$105.500 with a slight dip recently. But look past that short-term move and you will see a massive five-year vision taking shape.

JD is moving beyond software and right into the real world with an ambitious Physical AI acceleration plan.

🤖 Massive Automation

JD Logistics plans to deploy 3 million robots plus 1 million unmanned vehicles and 100,000 drones.

🏢 New Infrastructure

The company will build 80 RoboBase industrial bases across the country.

📱 AI-Powered Shopping

The new App Version 16.0 introduces Dongdong. This AI assistant helps with everything from product selection to arranging housekeeping services.

🩺 Smart Healthcare

JD Health has unveiled a fully intelligent medical AI agent that connects users with consultations and home testing services.

From warehouse floors to your smartphone, JD.com is going all in on a hardware-heavy AI future.

Check out the latest infographic for the full picture of this strategic shift!

Not financial advice. Do your own DD☺️.