Alibaba And JD.com Ease Rivalry, Share Logistics In Response To Economic Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 17 2024
0mins
Should l Buy JD?
Source: Benzinga
Collaboration Among Rivals: Alibaba and JD.com have begun collaborating by allowing merchants on Alibaba's platforms to use JD Logistics services, marking a significant shift in their historically competitive relationship due to regulatory pressures and economic challenges.
Market Response and Stimulus Measures: Following announcements of potential fiscal stimulus measures in China, both Alibaba and JD.com saw substantial stock gains, while the overall market remains cautious with slight declines in their stock prices.
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Analyst Views on JD
Wall Street analysts forecast JD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JD is 38.83 USD with a low forecast of 28.00 USD and a high forecast of 50.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
7 Buy
1 Hold
1 Sell
Moderate Buy
Current: 28.270
Low
28.00
Averages
38.83
High
50.50
Current: 28.270
Low
28.00
Averages
38.83
High
50.50
About JD
JD.Com Inc is a company principally engaged in the e-commerce business, including online retail and online marketplace mainly through its retail mobile apps and www.jd.com website (collectively, JD Platform). The Company operates its businesses through four segments. JD Retail segment, including JD Health, JD Industrials, and other components, mainly engage in online retail, online marketplace and marketing services in China. JD Logistics segment includes both internal and external logistics businesses. Dada segment is a local on-demand delivery and retail platform in China. New Businesses segment mainly include JD Property, Jingxi and overseas businesses. The Company mainly conducts its businesses in the domestic market and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Integrated Logistics Solutions: The service includes not only standard delivery but also installation services for large appliances, further enhancing customer experience and showcasing JD.com's technological advantages and market adaptability in logistics.
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- Poor Market Performance: JD.com's stock price has declined by 31.1% over the past year, underperforming the S&P 500 by 45.1 percentage points, highlighting its ongoing struggles in the competitive e-commerce landscape.
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- Wide Coverage: JoyExpress offers same-day or next-day delivery in major cities like the Netherlands, UK, Germany, and France, significantly improving order fulfillment efficiency and meeting consumer demand for rapid delivery.
- Integrated Logistics Solutions: The service includes not only standard delivery but also installation services for large appliances, further enhancing customer experience and showcasing JD.com's technological advantages and market adaptability in logistics.
- Future Expansion Plans: JoyExpress plans to gradually offer logistics services to external business partners after the launch of Joybuy, indicating JD.com's long-term strategic positioning and growth potential in the European market.
See More
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- Stablecoin Licensing Plan: The Hong Kong Monetary Authority is set to review 36 stablecoin issuer applications by March, indicating Hong Kong's intent to explore digital assets despite China's longstanding opposition to cryptocurrency activities.
- Legal Framework Establishment: Hong Kong passed the Stablecoins Ordinance in May, mandating licenses for entities issuing stablecoins locally, with the law taking effect in August, marking significant progress in cryptocurrency regulation.
- Cross-Border Payment Potential: Stablecoins are viewed as potential tools for enhancing cross-border payments and tokenized deposit systems, with payment technology firms claiming that Hong Kong dollar-backed stablecoins would expedite refunds and improve transparency in foreign exchange rates.
- Regulatory Environment Challenges: While Hong Kong seeks to advance in the stablecoin sector, Chinese regulators maintain a conservative stance on cryptocurrencies, emphasizing that stablecoins could threaten state control over money and capital flows, highlighting the complexity of the policy landscape.
See More
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- Stablecoin License Issuance: The Hong Kong Monetary Authority plans to issue its first stablecoin licenses in March, despite China's long-standing opposition to cryptocurrency, indicating a cautious experiment under a regulatory framework aimed at attracting international investors and enhancing its fintech status.
- Market Potential of Stablecoins: Stablecoins account for over half of the transaction value recorded on blockchains, and Hong Kong's plans are seen as potential applications for cross-border payments and tokenized deposit systems, which could accelerate transaction transparency and efficiency, thereby driving innovation in Hong Kong's financial market.
- Regulatory Environment Challenges: While Hong Kong is taking proactive steps in the stablecoin space, opposition from Chinese regulators may hinder its development, especially as stablecoins are viewed as a challenge to national monetary control, potentially limiting the liberalization of Hong Kong's cryptocurrency market.
- International Competitive Pressure: Hong Kong's stablecoin initiative is perceived as a potential challenge to U.S. financial leadership, although China maintains strict regulations on cryptocurrencies; this move could provoke broader competitive and regulatory responses in the global financial landscape.
See More
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- Exit Transaction: On February 4, 2026, Knuff & Co LLC disclosed to the SEC that it sold 147,651 shares of JD.com, with an estimated transaction value of $5.16 million, indicating a significant reduction in confidence towards the stock.
- Poor Market Performance: JD.com's stock price has declined by 31.1% over the past year, underperforming the S&P 500 by 45.1 percentage points, highlighting its ongoing struggles in the competitive e-commerce landscape.
- Portfolio Adjustment: Following this transaction, Knuff & Co LLC no longer holds any JD.com shares, removing the company from its reportable 13F assets, which signifies a major shift in its investment strategy.
- Long-term Performance Analysis: Over the past three years, JD.com’s stock has retreated nearly 68%, resulting in a compound annual growth rate (CAGR) of -20.3%, contrasting sharply with the S&P 500's 91% growth during the same period, reflecting diminishing confidence from institutional investors.
See More
The Impact of AI on Consumer Commerce in China
- Consumer Recovery: China's consumer recovery is slower and more uneven than expected by policymakers.
- AI Growth: Despite the overall economic challenges, the artificial intelligence sector is experiencing rapid growth.
See More
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- Rating Reaffirmation and Target Adjustment: Joyce Ju from Bank of America Securities reiterated a Buy rating on JD.com while lowering the price target from $38 to $36, reflecting a cautiously optimistic market sentiment towards the stock.
- Earnings Expectations and Revenue Growth: Analysts anticipate JD.com will report quarterly revenue of approximately RMB356 billion for Q4 2025, representing a 2.6% year-over-year growth, indicating the company's stability in the e-commerce sector.
- Sales Revenue Decline: Despite overall revenue growth, JD's direct sales revenue is expected to decline by 3.1% year-over-year, primarily due to a 13% drop in home appliance and electronics sales, although mid-teen growth in general merchandise sales is expected to partially offset this impact.
- Analyst Optimism: Among the 40 analysts covering JD.com, 88% have assigned a Buy rating, with a 12-month price target reflecting over 34% upside potential, indicating strong market confidence in JD's future performance.
See More
