JD-SW Stock Forum

Market Growth: Between May 20 and June 3, Chinese e-commerce platforms saw double-digit YoY growth in daily active users.
Simplified Sales: Platforms simplified 618 shopping festival sales, eliminating pre-sale segments and offering early discounts, boosting GMV in May.
Platform Performance:
Taobao Tmall ( $BABA-SW(09988.HK)$ ): 370,000 small and medium-sized merchants more than doubled GMV YoY on...

Stocks associated with the concept of "valuation system with Chinese characteristics" soared yesterday (19 June) after central SOE Guoxin Investment subscribed to the initial offering of the CSI Guoxin Guoxin Stock Connect SOE Premium Index ETF. Hong Kong stocks opened higher today's morning. $Hang Seng Index(800000.HK)$ opened 23 points or 0.1% higher at 18,453. $Hang Seng China Enterprises Index(800100.HK)$ opened 7 points or 0.1% higher at 6,595 points. $Hang Seng TECH Index(800700.HK)$ opened 6 ...

Hong Kong stocks rose on the back of the "valuation with Chinese characteristics" concept, as central SOE Guoxin Investment subscribed to the initial offering of the CSI Guoxin Guoxin Stock Connect SOE Premium Index ETF. $Hang Seng China Enterprises Index(800100.HK)$ ascended 219 points or 3.5% to close at 6,587.
Dotcom stocks rallied, with $NTES-S(09999.HK)$ rising 3.4%. $MEITUAN-W(03690.HK)$ and $XIAOMI-W(01810.HK)$ spiked 5.6% and 6.3%, while $JD-SW(09618.HK)$ and ...

Major investment banks like Goldman Sachs, Deutsche Bank, and Bank of America, along with Wall Street analysts are bullish Chinese tech giants like $BABA-SW(09988.HK)$ , $JD-SW(09618.HK)$
Goldman Sachs analysts expect another rally in Chinese stocks after the recent "healthy correction", driven by anticipated policy support measures from the the upcoming July Communist Party meeting.
Deutsche Bank analysts have raised their price targets significantly for major Chinese tech ...

For dotcoms, $BABA-SW(09988.HK)$ opened flat at $72.5. $TENCENT(00700.HK)$ gained 0.1% at $381.4. $XIAOMI-W(01810.HK)$ climbed 0.3%. $MEITUAN-W(03690.HK)$ and $KUAISHOU-W(01024.HK)$ lifted 1% and 1.4%. $JD-SW(09618.HK)$ , $BIDU-SW(09888.HK)$ and $NTES-S(09999.HK)$ shed 0.4%-0.9%. $BILIBILI-W(09626.HK)$ rallied 4.2%.

Retail sales of goods were 3.5 trillion yuan, which rose by 3.6%y/y; (expanded)
Total revenue for the catering industry was 427.4 billion yuan, which rose 5.0%. (expanded). 
$Alibaba(BABA.US)$ $BABA-SW(09988.HK)$ $PDD Holdings(PDD.US)$ $MEITUAN-W(03690.HK)$ $JD-SW(09618.HK)$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$

Hong Kong stocks opened lower in the morning after the increase in China's aggregate financing to real economy (flow) during the first five months of 2024 was lower than market expectations.
$Hang Seng Index(800000.HK)$ opened 92 points or 0.5% lower at 17,848. $Hang Seng China Enterprises Index(800100.HK)$ opened lower by 32 points or 0.5% at 6,342. $Hang Seng TECH Index(800700.HK)$ opened 21 points or 0.6% lower at 3,686.
E-commerce platform $JD-SW(09618.HK)$ adde...

$JD.com(JD.US)$
My first chinese investment, I see it as a bet on a strengthening chinese consumer. Just dollar cost averaging in. looking at 15B undervalued by my math.

$Hang Seng Index(800000.HK)$ opened 84 pts or 0.5% lower at 18,028. $Hang Seng China Enterprises Index(800100.HK)$ opened 29 pts or 0.5% lower at 6,391. $Hang Seng TECH Index(800700.HK)$ opened 12 pts or 0.3% lower at 3,726.
As for dotcoms, $BABA-SW(09988.HK)$ dipped 1% at $73.75. $TENCENT(00700.HK)$ added 1% at $383.6. $MEITUAN-W(03690.HK)$ opened flat at $116.7. $JD-SW(09618.HK)$ lost 1.1%. $BILIBILI-W(09626.HK)$ ’s ADRs leaped 7.7%, and its H shares opened 4%...