JD.com - 1000 % von 2017 bis 2027
"China’s tech industry is exploding. Last year, gross output value of Chinese tech firms hit 20 trillion yuan, or about $3 trillion, for the first time ever. Nine of the world’s 20 biggest tech firms now call China home, beginning with Alibaba (NYSE:BABA), valued at half a trillion dollars. And for the past several years, China has filed far more patent applications than the U.S. on an annual basis. (I should point out, though, that the U.S. still has more patents overall, having just issued patent number 10 million.)
The Asian country, in fact, has more unicorns - or startups worth $1 billion or more - than any other nation on earth. Chinese unicorns account for more than half of the global total and 66 percent in terms of valuation, according to the World Economic Forum (WEF).
Just look at the top 10 Chinese unicorns
https://static.seekingalpha.com/uploads/2018/7/2/...018-LG_thumb1.png
https://seekingalpha.com/article/...l-chinas-fast-growing-tech-giants
JD.com's Finance-Unit JD Finance erhält in einer Finanzierungsrunde 13 Mrd. Renminbi oder rund 1,96 Mrd. US-Dollar. Damit wird die Finanzen-Unit mit 133 Mrd. Renminbi oder rund 19,8 Mrd. US-Dollar bewertet.....
http://www.it-times.de/news/...rd-dollar-fur-finanzsparte-ein-129248/
That is a very smart move.....Beyond expanding its commerce business, JD is jumping head-first into logistics, artificial intelligence and the cloud. Each of these markets has huge multi-year growth potential. And JD has the scale, resources, infrastructure, and reach to make big splashes in each.
Thus, today's big investments need to be taken in context with the big picture growth narrative. These big investments are ephemeral, and will inevitably lead to super-charged revenue and profit growth...."
https://www.nasdaq.com/article/...d-be-able-to-soar-above-50-cm995848
......
https://www.nasdaq.com/article/...ake-in-allianz-china-20180724-01500
https://www.nasdaq.com/article/...-growth-stock-than-alibaba-cm998509
"On the face of it, saying that JD.com (NASDAQ: JD) is a better growth stock than Alibaba (NYSE: BABA) is patently absurd. Alibaba is valued at nine times the size of JD, owns a much bigger slice of the rapidly growing Chinese e-commerce market, sells more than three times as much stuff (as measured by gross merchandise volume, or GMV), and has a net cash position over four times larger than JD's. These all give Alibaba the upper hand for future growth prospects....
Despite this, I still think JD is a better bet for growth investors moving forward. The company is building a business with a wider competitive moat, and has much more room to grow into a favorable valuation versus Alibaba. I'm not going to argue that JD is currently a more powerful force than Alibaba. But in the stock market, what the future holds is much more important than what's happened in the past. In this respect, JD's small size is actually an advantage, because the company has much more room to grow than Alibaba."
von 32,30 EUR eingestiegen und habe dann Ende Januar 2018 zu 49,40 EUR wieder verkauft. Das war tatsächlich mal günstiges Timing. War aber eher Glückssache, weil ich
Eigenkapital für den Bau meines neuen Häuschens brauchte.
Wie auch immer, jetzt zu Kursen um die 30 EUR wieder einzusteigen erscheint mir reizvoll. Wenn man das Kapital in den nächsten Jahren nicht anderweitig benötigt bietet die Aktie aus
meiner Sicht ein gutes Chancen/Risiko-Verhältmis (etablierter Player in einem stark wachsenden Markt).
Ist natürlich nicht auszuschließen, dass der Markt insgesamt noch weiter fällt und damit auch JD.com. Insofern würde ich persönlich erst mal mit max. 50 % des maximal angestrebten
Volumens einsteigen und dann ggf, bei weiterem Kursrückgang (so ca. unter 27 EUR) noch mal nachlegen.
Hong Kong's exchange is competing with mainland bourses in Shanghai and Shenzhen to lure the likes of U.S.-listed Baidu Inc, Alibaba Group Holding Ltd and JD.com Inc back to Asia via secondary listings. "If many companies have funding needs before CDR happens, they can come to Hong Kong," Charles Li, chief executive of bourse operator Hong Kong Exchanges and Clearing Ltd (HKEX), said at Ascletis' listing ceremony...Some Chinese firms have said they are discussing CDRs with mainland regulator..."
https://www.nasdaq.com/article/...china-finalises-cdrs-20180801-00070
Die E-Commerce-Plattform JD.com wird wiederum vom chinesischen Internet-Konzern Tencent Holdings Ltd. finanziell unterstützt und ist der Hauptwettbewerber des Marktführers Alibaba Group Holding Co. Ltd...."
http://www.it-times.de/news/...erungsrunde-fur-dada-jd-daojia-129522/
https://twitter.com/chrisrcowell
chris cowell
Vor 3 Stunden schönerChart
https://pbs.twimg.com/media/Dkdp7LWU4AECuwN.jpg:large
$JD Bull Case: Likely see consolidation thru earnings. Need good/no tarrif news and help from $FXI or surprise earnings. If bull action happens after earnings will likely challenge a descending triangle pattern and 200MA resistance @ $40-ish
auch informativ https://theenterpriseleader.com/2018/08/13/...st-up-11-8-in-july.html