Alibaba Shares Experience Fluctuations Post China's Lunar New Year: What to Expect Next.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy JD?
Source: Barron's
- Market Volatility: Alibaba, Baidu, and other Chinese stocks experienced significant fluctuations upon returning to trading after the Lunar New Year break.
- Future Expectations: Analysts suggest that further volatility may occur in the stock market throughout the week.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JD
Wall Street analysts forecast JD stock price to rise
9 Analyst Rating
7 Buy
1 Hold
1 Sell
Moderate Buy
Current: 27.410
Low
28.00
Averages
38.83
High
50.50
Current: 27.410
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.
Alibaba Shares Experience Fluctuations Post China's Lunar New Year: What to Expect Next.
- Market Volatility: Alibaba, Baidu, and other Chinese stocks experienced significant fluctuations upon returning to trading after the Lunar New Year break.
- Future Expectations: Analysts suggest that further volatility may occur in the stock market throughout the week.
See More
JD.com Schedules Release of 2025 Financial Results
- Financial Results Announcement: JD.com plans to release its unaudited fourth quarter and full year 2025 financial results on March 5, 2026, before U.S. market opens, demonstrating the company's commitment to transparency and timely information disclosure.
- Conference Call Timing: Management will hold a conference call at 7:00 AM Eastern Time on March 5, 2026 (8:00 PM Beijing/Hong Kong Time), aiming to enhance communication and engagement with investors regarding financial performance.
- Registration Requirement: Participants must register in advance and dial in 15 minutes prior to the call, ensuring a smooth experience, which reflects the company's focus on investor engagement and accessibility.
- Live and Archived Webcast: The conference will feature a live and archived webcast available on JD.com's investor relations website, further enhancing information accessibility and showcasing JD's professionalism and transparency in investor relations.
See More
Meituan Projects Loss of Up to 24.3 Billion Yuan for 2025
- Loss Forecast: Meituan anticipates a net loss of up to 24.3 billion yuan for 2025, a stark reversal from a profit of 35.8 billion yuan last year, highlighting the financial strain from intense price competition.
- Q4 Performance: The company reported a fourth-quarter loss of 15.7 billion yuan, an improvement from the 18.6 billion yuan loss in Q3, indicating efforts to manage losses amid ongoing competitive pressures.
- Regulatory Intervention: China's market regulator convened Meituan, Alibaba, and JD.com to address the overheated competition in the emerging instant commerce sector, which may influence future market strategies.
- Surging Marketing Expenses: Meituan's marketing costs soared to 34.3 billion yuan in Q3, accounting for 36% of revenue, reflecting the high expenditure in competition, despite actual revenue growth of only 2%.
See More
North of South Capital Increases JD.com Stake
- Stake Increase: North of South Capital increased its JD.com holdings by 180,081 shares in Q4 2025, valued at approximately $5.63 million, indicating confidence in JD's future growth despite a nearly 20% stock drop during the period.
- Value Decline: The quarter-end value of JD's position fell by $20.41 million, reflecting the impact of market volatility on the investment portfolio, highlighting the need for investors to monitor market dynamics and company fundamentals closely.
- Performance Metrics: JD's Q3 net revenue rose 14.9% year-over-year to RMB 299.1 billion, with service revenue up 30.8%, showcasing strong performance in the e-commerce sector, although overall operating margin turned negative due to rising marketing and fulfillment costs.
- Long-term Investment Potential: With over 700 million annual active customers and RMB 12.6 billion in trailing twelve-month free cash flow, if JD stabilizes margins while sustaining double-digit revenue growth, its current depressed valuation could present an attractive opportunity for long-term investors.
See More
Hong Kong Plans to Issue Stablecoin Licenses Amid Regulatory Challenges
- 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
Hong Kong Plans to Issue First Stablecoin Licenses Amid Regulatory Scrutiny
- 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
Alibaba Shares Experience Fluctuations Post China's Lunar New Year: What to Expect Next.
- Market Volatility: Alibaba, Baidu, and other Chinese stocks experienced significant fluctuations upon returning to trading after the Lunar New Year break.
- Future Expectations: Analysts suggest that further volatility may occur in the stock market throughout the week.
See More
JD.com Schedules Release of 2025 Financial Results
- Financial Results Announcement: JD.com plans to release its unaudited fourth quarter and full year 2025 financial results on March 5, 2026, before U.S. market opens, demonstrating the company's commitment to transparency and timely information disclosure.
- Conference Call Timing: Management will hold a conference call at 7:00 AM Eastern Time on March 5, 2026 (8:00 PM Beijing/Hong Kong Time), aiming to enhance communication and engagement with investors regarding financial performance.
- Registration Requirement: Participants must register in advance and dial in 15 minutes prior to the call, ensuring a smooth experience, which reflects the company's focus on investor engagement and accessibility.
- Live and Archived Webcast: The conference will feature a live and archived webcast available on JD.com's investor relations website, further enhancing information accessibility and showcasing JD's professionalism and transparency in investor relations.
See More
Meituan Projects Loss of Up to 24.3 Billion Yuan for 2025
- Loss Forecast: Meituan anticipates a net loss of up to 24.3 billion yuan for 2025, a stark reversal from a profit of 35.8 billion yuan last year, highlighting the financial strain from intense price competition.
- Q4 Performance: The company reported a fourth-quarter loss of 15.7 billion yuan, an improvement from the 18.6 billion yuan loss in Q3, indicating efforts to manage losses amid ongoing competitive pressures.
- Regulatory Intervention: China's market regulator convened Meituan, Alibaba, and JD.com to address the overheated competition in the emerging instant commerce sector, which may influence future market strategies.
- Surging Marketing Expenses: Meituan's marketing costs soared to 34.3 billion yuan in Q3, accounting for 36% of revenue, reflecting the high expenditure in competition, despite actual revenue growth of only 2%.
See More
North of South Capital Increases JD.com Stake
- Stake Increase: North of South Capital increased its JD.com holdings by 180,081 shares in Q4 2025, valued at approximately $5.63 million, indicating confidence in JD's future growth despite a nearly 20% stock drop during the period.
- Value Decline: The quarter-end value of JD's position fell by $20.41 million, reflecting the impact of market volatility on the investment portfolio, highlighting the need for investors to monitor market dynamics and company fundamentals closely.
- Performance Metrics: JD's Q3 net revenue rose 14.9% year-over-year to RMB 299.1 billion, with service revenue up 30.8%, showcasing strong performance in the e-commerce sector, although overall operating margin turned negative due to rising marketing and fulfillment costs.
- Long-term Investment Potential: With over 700 million annual active customers and RMB 12.6 billion in trailing twelve-month free cash flow, if JD stabilizes margins while sustaining double-digit revenue growth, its current depressed valuation could present an attractive opportunity for long-term investors.
See More
Hong Kong Plans to Issue Stablecoin Licenses Amid Regulatory Challenges
- 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
Hong Kong Plans to Issue First Stablecoin Licenses Amid Regulatory Scrutiny
- 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
