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 – Fast Growth, Increasing Margins – JD.com (NASDAQ:JD) | Seeking Alpha