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Entries Tagged as 'JD'

SHU Portfolio: JD.Com – Fast Growth, Increasing Margins

November 21st, 2017 · Comments Off on SHU Portfolio: JD.Com – Fast Growth, Increasing Margins

The shares of JD.com are plagued by bouts of worries about increasing competition. We believe that competition has always been a feature of the Chinese market, and JD.com has been thriving nevertheless. So we suggest investors concentrate more on growing revenues and margins, and the fairly modest value of the shares. Source: SHU Portfolio: JD.Com […]

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Tags: JD · SHU Portfolio

SHU Portfolio, We Want To Buy More JD.Com

October 27th, 2017 · Comments Off on SHU Portfolio, We Want To Buy More JD.Com

The shares aren’t expensive and off 20% from their August highs. The main worry is the intense competition in the Chinese market. But JD.com is addressing that problem, and there are important tailwinds. Source: SHU Portfolio, We Want To Buy More JD.Com – JD.com (NASDAQ:JD) | Seeking Alpha

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Tags: JD · SHU Portfolio

SHU Portfolio: JD.Com, Finisar And Nutanix

October 4th, 2017 · Comments Off on SHU Portfolio: JD.Com, Finisar And Nutanix

We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge. The first candidate is JD.com, a quality name which has sold off nearly 20% in short order. Finisar and Nutanix are also way off their highs, but we think that will correct itself in time, given the […]

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Tags: FNSR · JD · NTNX · SHU Portfolio

Growth Accelerates At JD

September 14th, 2017 · Comments Off on Growth Accelerates At JD

The selloff in the shares of JD.com seems like an opportunity to us. The company is still expanding at a fast pace and it generates a lot of free cash flow even if margins are small. There is still ample room for further expansion. Source: Growth Accelerates At JD – JD.com (NASDAQ:JD) | Seeking Alpha

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Tags: JD