Is Alibaba Eating JD.com’s Lunch?
- JD.com used to grow revenues faster than its big rival Tmall from Alibaba.
- However, lately these roles seem to have reversed and the shares of Alibaba have strongly outperformed those of JD.com since mid-August.
- The fact that JD.com was able to re-accelerate growth and produce improving margins and beat earnings shows investors shouldn’t be too scared of this.
- Despite years of hyper growth, the shares of both companies only started to take off at the beginning of this year.
Source: Is Alibaba Eating JD.com’s Lunch? – JD.com (NASDAQ:JD) | Seeking Alpha
Tags: BABA · JD