Though controversial for well over a year, Michael Burry's portfolio balance appears to have been proven right in the first two months of the second Donald Trump administration.
JD.com reported strong Q4 and full-year results last week, beating top and bottom line estimates, driven by robust growth in electronics and home appliances. The company saw significant operating income growth and free cash flow, enabling aggressive stock buybacks. E-commerce growth opportunity in China and reliance on core business JD Retail create long term upside for JD.com's revenues.
We are upgrading JD.com stock to Buy from Sell due to strong 4Q24 results and government consumption subsidies boosting revenue growth, especially in electronics and home appliances. Valuing JD at $56/share based on 8x forward EV/EBITDA multiple, reflecting its above-industry revenue growth and favorable macro policy support. Government subsidies are expected to continue, benefiting JD's large-...
JD's Q4/24 results showed strong growth with a 13.4% increase in revenue, 202% rise in net income per share, and 76.5% boost in free cash flow. Management is optimistic about 2025, expecting government stimulus to boost sales, and continues aggressive share buybacks, enhancing shareholder returns. JD's intrinsic value is estimated between $75 and $100, supported by strong financials and signifi...
JD.com, Inc. (NASDAQ:JD ) Q4 2024 Earnings Conference Call March 6, 2025 7:00 AM ET Company Participants Sean Zhang - Director of IR Sandy Xu - CEO Ian Shan - CFO Conference Call Participants Ronald Keung - Goldman Sachs Kenneth Fong - UBS Jialong Shi - Nomura Alicia Yap - Citigroup Thomas Chong - Jefferies Operator Hello, and thank you for standing by for JD.com's Fourth Quarter and Full Year ...
Chinese e-commerce giant JD.com (JD 6.86%) reported fourth-quarter and full-year 2024 earnings on Thursday, March 6, that topped analysts' consensus expectations. Adjusted net income per American depositary share rose to $1.02, significantly outpacing analysts' forecasts of $0.87.
JD stock gained on Q4 earnings beat, with the e-commerce company's fastest sales growth in nearly three years. The post JD.com Stock Jumps.
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