View Financial HealthJD.com 配当と自社株買い配当金 基準チェック /26JD.com配当を支払う会社であり、現在の利回りは3.31%で、収益によって十分にカバーされています。主要情報3.3%配当利回り7.5%バイバック利回り総株主利回り10.8%将来の配当利回り4.3%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向51%最近の配当と自社株買いの更新Upcoming Dividend • Apr 03Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (2.3%).Declared Dividend • Mar 16Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 9th April 2026 Payment date: 29th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 05JD.com, Inc. Announces Dividend for the Year Ended December 31, 2025, Payable on April 23, 2026JD.com, Inc. announced Dividend of USD 0.5 per share for the Year Ended December 31, 2025. Ex-dividend date 08 April 2026, Record date: 09 April 2026. Payment date:23 April 2026.Upcoming Dividend • Apr 01Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 08 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (2.1%).Declared Dividend • Mar 13Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 8th April 2025 Payment date: 29th April 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 28JD.com, Inc. (NasdaqGS:JD) announces an Equity Buyback for $5,000 million worth of its shares.JD.com, Inc. (NasdaqGS:JD) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The repurchase program will be valid through August 31, 2027.すべての更新を表示Recent updatesお知らせ • Apr 28JD.com, Inc. to Report Q1, 2026 Results on May 12, 2026JD.com, Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026Reported Earnings • Apr 17Full year 2025 earnings released: EPS: CN¥13.79 (vs CN¥27.67 in FY 2024)Full year 2025 results: EPS: CN¥13.79 (down from CN¥27.67 in FY 2024). Revenue: CN¥1.31t (up 13% from FY 2024). Net income: CN¥19.6b (down 53% from FY 2024). Profit margin: 1.5% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin).Upcoming Dividend • Apr 03Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (2.3%).Declared Dividend • Mar 16Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 9th April 2026 Payment date: 29th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Mar 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.5% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Mar 05JD.com, Inc. Announces Dividend for the Year Ended December 31, 2025, Payable on April 23, 2026JD.com, Inc. announced Dividend of USD 0.5 per share for the Year Ended December 31, 2025. Ex-dividend date 08 April 2026, Record date: 09 April 2026. Payment date:23 April 2026.お知らせ • Feb 20JD.com, Inc. to Report Q4, 2025 Results on Mar 05, 2026JD.com, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 05, 2026Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CN¥3.72 (vs CN¥8.05 in 3Q 2024)Third quarter 2025 results: EPS: CN¥3.72 (down from CN¥8.05 in 3Q 2024). Revenue: CN¥299.1b (up 15% from 3Q 2024). Net income: CN¥5.28b (down 55% from 3Q 2024). Profit margin: 1.8% (down from 4.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Oct 30JD.com, Inc. to Report Q3, 2025 Results on Nov 13, 2025JD.com, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025New Risk • Sep 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (134% cash payout ratio). Share price has been volatile over the past 3 months (4.8% average weekly change).お知らせ • Sep 16Sainsbury’s Ends Talks to Sell Argos to China’s JD.comJ Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”.お知らせ • Sep 15J Sainsbury in Talks to Sell Retail Arm to JD.ComJ Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed.お知らせ • Aug 18JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion.JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion on August 16, 2025. This strategic acquisition combines industry-leading supply chain capabilities with KAI BO’s deep local expertise and allows for stronger omnichannel retail growth and an enhanced shopping experience for consumers across Hong Kong. JD.com, Inc. (NasdaqGS:JD) completed the acquisition of 70% stake in Moretide Investments Ltd. on August 16, 2025.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: CN¥4.34 (vs CN¥8.39 in 2Q 2024)Second quarter 2025 results: EPS: CN¥4.34 (down from CN¥8.39 in 2Q 2024). Revenue: CN¥356.7b (up 22% from 2Q 2024). Net income: CN¥6.18b (down 51% from 2Q 2024). Profit margin: 1.7% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by cash flows (154% cash payout ratio).お知らせ • Jul 31+ 1 more updateJD.com, Inc. to Report Q2, 2025 Results on Aug 14, 2025JD.com, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025New Risk • Jul 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • May 29JD.com, Inc., Annual General Meeting, Jun 20, 2025JD.com, Inc., Annual General Meeting, Jun 20, 2025, at 15:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang, economic and technological development zone, daxing district, beijing Chinaお知らせ • Apr 25JD.com, Inc. to Report Q1, 2025 Results on May 13, 2025JD.com, Inc. announced that they will report Q1, 2025 results Pre-Market on May 13, 2025Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$633, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years.Reported Earnings • Apr 19Full year 2024 earnings released: EPS: CN¥27.67 (vs CN¥15.37 in FY 2023)Full year 2024 results: EPS: CN¥27.67 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$714, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,279 per share.Upcoming Dividend • Apr 01Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 08 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (2.1%).Declared Dividend • Mar 13Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 8th April 2025 Payment date: 29th April 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 07Full year 2024 earnings released: EPS: CN¥27.66 (vs CN¥15.37 in FY 2023)Full year 2024 results: EPS: CN¥27.66 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Mar 06+ 1 more updateJD.com, Inc. Announces Impairment of Goodwill and Long-Lived Assets for the Fourth Quarter Ended December 31, 2024JD.com, Inc. announced Impairment of goodwill and long-lived assets for the fourth quarter ended December 31, 2024. For the quarter, Impairment of goodwill and long-lived assets was RMB 2,361,000 against RMB 5,168,000 a year ago.お知らせ • Feb 20JD.com, Inc. to Report Q4, 2024 Results on Mar 06, 2025JD.com, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 06, 2025お知らせ • Jan 28JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million.JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million on January 25, 2025. A cash consideration valued at $2 per share will be paid by JD.com, Inc. JD.com, Inc. through its wholly owned entities JD Sunflower Investment Limited and Windcreek Limited currently beneficially own more than 60% of the total issued and outstanding Ordinary Shares including American depositary share of Dada Nexus Limited.Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$811, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,055 per share.Buy Or Sell Opportunity • Dec 10Now 21% undervaluedOver the last 90 days, the stock has risen 52% to Mex$800. The fair value is estimated to be Mex$1,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: CN¥8.05 (vs CN¥5.04 in 3Q 2023)Third quarter 2024 results: EPS: CN¥8.05 (up from CN¥5.04 in 3Q 2023). Revenue: CN¥260.4b (up 5.1% from 3Q 2023). Net income: CN¥11.7b (up 48% from 3Q 2023). Profit margin: 4.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$682, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,272 per share.Buy Or Sell Opportunity • Nov 06Now 20% undervaluedOver the last 90 days, the stock has risen 59% to Mex$790. The fair value is estimated to be Mex$991, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • Oct 31JD.com, Inc. to Report Q3, 2024 Results on Nov 14, 2024JD.com, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 14, 2024Buy Or Sell Opportunity • Oct 17Now 23% undervaluedOver the last 90 days, the stock has risen 64% to Mex$778. The fair value is estimated to be Mex$1,006, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to Mex$653, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$915 per share.New Risk • Sep 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.9% average weekly change). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).お知らせ • Aug 28JD.com, Inc. (NasdaqGS:JD) announces an Equity Buyback for $5,000 million worth of its shares.JD.com, Inc. (NasdaqGS:JD) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The repurchase program will be valid through August 31, 2027.お知らせ • Aug 21Walmart Reportedly Seeks to Raise $3.74 Billion in Sale of JD.com StakeWalmart Inc. (NYSE:WMT) is seeking to raise up to $3.74 billion by selling its stake in Chinese e-commerce firm JD.com, Inc. (NasdaqGS:JD), according to a term sheet seen by Reuters, as the U.S. retailer focuses on its own operations in China. Walmart is offering 144.5 million American depositary shares in the price range of $24.85 to $25.85, the term sheet shows, and Morgan Stanley is the broker-dealer of the offering. Walmart, the largest shareholder in JD.com, said in a statement that it had been a valued partner over the past eight years, and the U.S. retailer was committed to a continued commercial relationship with the Chinese e-commerce giant. "This decision allows us to focus on our strong China operations for Walmart China and Sam's Club, and deploy capital towards other priorities," Walmart said. JD.com's Hong Kong-listed shares fell more than 10% in early trading on August 21, 2024. U.S.-listed shares dropped 10% in after-market trading on August 20, 2024 to $25.50 after Bloomberg first reported the share sale plan. JD.com declined to comment. Morgan Stanley did not immediately respond to Reuters' request for comment.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: CN¥8.39 (vs CN¥4.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥8.39 (up from CN¥4.19 in 2Q 2023). Revenue: CN¥291.4b (up 1.2% from 2Q 2023). Net income: CN¥12.6b (up 92% from 2Q 2023). Profit margin: 4.3% (up from 2.3% in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Aug 01JD.com, Inc. to Report Q2, 2024 Results on Aug 15, 2024JD.com, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 15, 2024お知らせ • Jul 15Ochama, JD.com's Omni-Channel Retailer, Recently Announces the Launch of Ochama 1H DeliveryOchama, JD.com's innovative omni-channel retailer, recently announced the launch of "ochama 1h delivery," underscoring the company's dedication to providing swift and reliable shopping experiences that meet the evolving needs of its customers. This new service provides free one-hour delivery for select products across most of Amsterdam, setting it apart as the only complimentary service of its kind in the Netherlands. The new "ochama 1h delivery" service encompasses a diverse range of product categories such as fresh and frozen foods, beverages, beers, personal care items, and more. Customers placing orders between 9 AM and 11 PM will receive their packages within one hour. For orders made after 11 PM, delivery will be scheduled before 10 AM the following day. A subsidiary of JD.com, China's largest retailer by revenue, ochama leverages advanced supply chain technologies and capabilities to offer efficient delivery. The cornerstone of the new 1h delivery service is the strategically located Forward Distribution Center (FDC) in Amsterdam. Optimally positioned to serve customers, the FDC supports storage, sorting, and immediate order fulfillment, effectively serving consumers within a 3 km radius. Specifically, orders are immediately relayed to the Amsterdam FDC upon placement. There, ochama's dedicated team swiftly picks and packs the items. The package is then delivered directly to the customer's doorstep by ochama's in-house delivery couriers, ensuring a seamless and efficient delivery process. To further accommodate the diverse pick-up preferences of consumers, ochama has recently deployed more than 1,000 pick-up lockers across the Netherlands and Belgium. This innovative, automated pickup option enhances the convenience of ochama's existing pick-up services. Ochama currently offers home delivery services in 24 countries and operates over 800 pickup points across the Netherlands, Germany, Belgium, and France. Additionally, ochama introduced same-day pick-up services in select regions in the Netherlands. During the recent "618 Grand Promotion," an annual sales event featuring significant discounts on a wide range of products, ochama reported a 245% year-on-year increase in electronics sales, highlighting the growing trust and preference among its customer base. Looking ahead, ochama remains dedicated to its mission of providing superior quality, affordability, and convenience, ensuring an enhanced shopping experience for all its customers.Buy Or Sell Opportunity • May 24Now 23% undervaluedOver the last 90 days, the stock has risen 26% to Mex$524. The fair value is estimated to be Mex$676, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 9.6%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • May 17First quarter 2024 earnings released: EPS: CN¥4.56 (vs CN¥3.99 in 1Q 2023)First quarter 2024 results: EPS: CN¥4.56 (up from CN¥3.99 in 1Q 2023). Revenue: CN¥260.0b (up 7.0% from 1Q 2023). Net income: CN¥7.13b (up 14% from 1Q 2023). Profit margin: 2.7% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock has risen 41% to Mex$538. The fair value is estimated to be Mex$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Apr 28JD.com, Inc. to Report Q1, 2024 Results on May 16, 2024JD.com, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 16, 2024Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥15.37 (vs CN¥6.64 in FY 2022)Full year 2023 results: EPS: CN¥15.37 (up from CN¥6.64 in FY 2022). Revenue: CN¥1.08t (up 3.7% from FY 2022). Net income: CN¥24.2b (up 133% from FY 2022). Profit margin: 2.2% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 34% per year and the company’s share price has also fallen by 34% per year.Declared Dividend • Mar 17Dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 4th April 2024 Payment date: 29th April 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$470, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$632 per share.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: CN¥15.37 (vs CN¥6.64 in FY 2022)Full year 2023 results: EPS: CN¥15.37 (up from CN¥6.64 in FY 2022). Revenue: CN¥1.08t (up 3.7% from FY 2022). Net income: CN¥24.2b (up 133% from FY 2022). Profit margin: 2.2% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 38% per year.お知らせ • Mar 06JD.com, Inc. Approves Annual Cash Dividend for the Year Ended December 31, 2023, Payable on or Around April 23, 2024 and on or Around April 29, 2024JD.com, Inc. announced that its board of directors (the board) approved an annual cash dividend for the year ended December 31, 2023 of USD 0.38 per ordinary share, or USD 0.76 per ADS, to holders of ordinary shares and holders of ADSs, respectively, as of the close of business on April 5, 2024 Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of the dividend will be approximately USD 1.2 billion. The payment date is expected to be on or around April 23, 2024 and on or around April 29, 2024 for holders of ordinary shares and holders of ADSs, respectively.お知らせ • Feb 23JD.com, Inc. to Report Q4, 2023 Results on Mar 06, 2024JD.com, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 06, 2024お知らせ • Feb 20+ 1 more updateJD.com Confirms Very Preliminary Stages of Evaluating Possible Transaction Include Cash Offer for the Entire Issued Share Capital of CurrysIn response to the recent press speculation regarding Currys plc (LSE:CURY), JD.com, Inc. (NasdaqGS:JD) confirmed that it is in the very preliminary stages of evaluating a possible transaction that may include a cash offer for the entire issued share capital of Currys. There can be no certainty that any offer will ultimately be made for Currys, nor as to the terms on which any offer might be made. A further announcement will be made if and when appropriate. In accordance with Rule 2.6(a) of the Code, JD.com is required, by not later than 5.00 p.m. on 18 March 2024, to either announce a firm intention to make an offer for Currys in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Takeover Panel in accordance with Rule 2.6(c) of the Code.New Risk • Feb 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.7% average weekly change). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).Buying Opportunity • Dec 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be Mex$587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Buying Opportunity • Dec 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be Mex$599, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: CN¥5.04 (vs CN¥3.81 in 3Q 2022)Third quarter 2023 results: EPS: CN¥5.04 (up from CN¥3.81 in 3Q 2022). Revenue: CN¥247.7b (up 1.7% from 3Q 2022). Net income: CN¥7.94b (up 33% from 3Q 2022). Profit margin: 3.2% (up from 2.4% in 3Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.お知らせ • Nov 17JD.com, Inc. Announces Management ChangesJD.com, Inc. announced that Ms. Sandy Ran Xu, chief executive officer (“CEO”) of JD.com, will concurrently serve as CEO of JD Retail, the retail segment of JD.com, effective immediately. Mr. Lijun Xin, former CEO of JD Retail, will assume a different role at the Company.お知らせ • Nov 02JD.com, Inc. to Report Q3, 2023 Results on Nov 15, 2023JD.com, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 15, 2023Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥4.18 (vs CN¥2.80 in 2Q 2022)Second quarter 2023 results: EPS: CN¥4.18 (up from CN¥2.80 in 2Q 2022). Revenue: CN¥287.9b (up 7.6% from 2Q 2022). Net income: CN¥6.58b (up 50% from 2Q 2022). Profit margin: 2.3% (up from 1.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.お知らせ • Aug 04+ 1 more updateJD.com, Inc. to Report Q2, 2023 Results on Aug 16, 2023JD.com, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 16, 2023Buying Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be Mex$767, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.お知らせ • May 23JD.com, Inc., Annual General Meeting, Jun 21, 2023JD.com, Inc., Annual General Meeting, Jun 21, 2023, at 15:00 China Standard Time. Location: Building A, No. 18 Kechuang 11 Street Yizhuang Economic and Technological Development Zone, Daxing District Beijing China Agenda: To consider and approve the Company's Second Amended and Restated Memorandum of Association and Articles of Association be amended and restated by their deletion in their entirety and by the substitution in their place of the Third Amended and Restated Memorandum of Association and Articles of Association.Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be Mex$813, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.お知らせ • May 12+ 2 more updatesJD.com, Inc. Announces Board ChangesJD.com, Inc. announced that Ms. Sandy Ran Xu, the current chief financial officer of JD.com, has been appointed as the executive director of the Company to succeed Mr. Lei Xu. Mr. Lei Xu will retire from his positions as the chief executive officer and executive director of the Company due to personal reasons. Mr. Lei Xu will begin the process of handing the CEO role over to Sandy immediately, leaving ample time for a seamless transition before his retirement in June. Mr. Xu has been with JD.com for over a decade in various senior roles and has made significant contributions to the Company’s development. After his retirement, Mr. Xu will serve as the first chairman of the advisory council of JD.com and continue to participate in the high-quality development of the Company. Ms. Sandy Ran Xu has served as the chief financial officer of JD.com since June 2020. Ms. Xu joined JD.com in July 2018, and oversaw group finance, accounting and tax functions in addition to serving as chief financial officer of JD Retail from July 2018 to May 2020. Prior to joining JD.com, Ms. Xu was an audit partner and spent nearly 20 years with PricewaterhouseCoopers Zhong Tian LLP, Beijing office and PricewaterhouseCoopers, San Jose office. Ms. Xu also serves as a director of JD Technology. Ms. Xu received her bachelor’s degree with a double major in information science and economics from Peking University.Reported Earnings • May 11First quarter 2023 earnings released: EPS: CN¥3.98 (vs CN¥1.92 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥3.98 (up from CN¥1.92 loss in 1Q 2022). Revenue: CN¥243.0b (up 1.4% from 1Q 2022). Net income: CN¥6.26b (up CN¥9.25b from 1Q 2022). Profit margin: 2.6% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 29Upcoming dividend of US$0.60 per share at 1.5% yieldEligible shareholders must have bought the stock before 05 April 2023. Payment date: 04 May 2023. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (3.9%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CN¥6.64 (vs CN¥2.29 loss in FY 2021)Full year 2022 results: EPS: CN¥6.64 (up from CN¥2.29 loss in FY 2021). Revenue: CN¥1.05t (up 9.9% from FY 2021). Net income: CN¥10.4b (up CN¥13.9b from FY 2021). Profit margin: 1.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 08Now 25% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be Mex$1,336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.Buying Opportunity • Jan 10Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be Mex$1,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.Buying Opportunity • Dec 07Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be Mex$1,488, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: CN¥3.81 (vs CN¥1.81 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥3.81 (up from CN¥1.81 loss in 3Q 2021). Revenue: CN¥243.5b (up 11% from 3Q 2021). Net income: CN¥5.96b (up CN¥8.77b from 3Q 2021). Profit margin: 2.4% (up from net loss in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS: CN¥2.80 (vs CN¥0.51 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.80 (up from CN¥0.51 in 2Q 2021). Revenue: CN¥267.6b (up 5.4% from 2Q 2021). Net income: CN¥4.38b (up 451% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Aug 23Second quarter 2022 earnings released: EPS: CN¥2.81 (vs CN¥0.51 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.81 (up from CN¥0.51 in 2Q 2021). Revenue: CN¥267.6b (up 5.4% from 2Q 2021). Net income: CN¥4.38b (up 451% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Reported Earnings • May 01Full year 2021 earnings released: CN¥2.29 loss per share (vs CN¥32.70 profit in FY 2020)Full year 2021 results: CN¥2.29 loss per share (down from CN¥32.70 profit in FY 2020). Revenue: CN¥951.6b (up 28% from FY 2020). Net loss: CN¥3.56b (down 107% from profit in FY 2020). Over the next year, revenue is forecast to grow 19%, compared to a 44% growth forecast for the retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 JD Nが配当金を支払っている期間は 10 年未満です。増加する配当: JD Nの配当金は増加していますが、同社は3年間しか配当金を支払っていません。配当利回り対市場JD.com 配当利回り対市場JD N 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (JD N)3.3%市場下位25% (MX)2.2%市場トップ25% (MX)5.6%業界平均 (Multiline Retail)2.3%アナリスト予想 (JD N) (最長3年)4.3%注目すべき配当: JD Nの配当金 ( 3.31% ) はMX市場の配当金支払者の下位 25% ( 2.21% ) よりも高くなっています。高配当: JD Nの配当金 ( 3.31% ) はMX市場の配当金支払者の上位 25% ( 5.61% ) と比較すると低いです。株主への利益配当収益カバレッジ: JD Nの配当金は、合理的な 配当性向 ( 50.7% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: JD Nは高い 現金配当性向 ( 777% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YMX 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 22:28終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JD.com, Inc. 41 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。73 アナリスト機関Zixiao YangArete Research Services LLPJiong ShaoBarclaysAlicia YapBarclays70 その他のアナリストを表示
Upcoming Dividend • Apr 03Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (2.3%).
Declared Dividend • Mar 16Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 9th April 2026 Payment date: 29th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 05JD.com, Inc. Announces Dividend for the Year Ended December 31, 2025, Payable on April 23, 2026JD.com, Inc. announced Dividend of USD 0.5 per share for the Year Ended December 31, 2025. Ex-dividend date 08 April 2026, Record date: 09 April 2026. Payment date:23 April 2026.
Upcoming Dividend • Apr 01Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 08 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (2.1%).
Declared Dividend • Mar 13Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 8th April 2025 Payment date: 29th April 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 28JD.com, Inc. (NasdaqGS:JD) announces an Equity Buyback for $5,000 million worth of its shares.JD.com, Inc. (NasdaqGS:JD) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The repurchase program will be valid through August 31, 2027.
お知らせ • Apr 28JD.com, Inc. to Report Q1, 2026 Results on May 12, 2026JD.com, Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
Reported Earnings • Apr 17Full year 2025 earnings released: EPS: CN¥13.79 (vs CN¥27.67 in FY 2024)Full year 2025 results: EPS: CN¥13.79 (down from CN¥27.67 in FY 2024). Revenue: CN¥1.31t (up 13% from FY 2024). Net income: CN¥19.6b (down 53% from FY 2024). Profit margin: 1.5% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.1% average weekly change). Profit margins are more than 30% lower than last year (1.5% net profit margin).
Upcoming Dividend • Apr 03Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (2.3%).
Declared Dividend • Mar 16Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 9th April 2026 Payment date: 29th April 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Mar 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.5% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Mar 05JD.com, Inc. Announces Dividend for the Year Ended December 31, 2025, Payable on April 23, 2026JD.com, Inc. announced Dividend of USD 0.5 per share for the Year Ended December 31, 2025. Ex-dividend date 08 April 2026, Record date: 09 April 2026. Payment date:23 April 2026.
お知らせ • Feb 20JD.com, Inc. to Report Q4, 2025 Results on Mar 05, 2026JD.com, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 05, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CN¥3.72 (vs CN¥8.05 in 3Q 2024)Third quarter 2025 results: EPS: CN¥3.72 (down from CN¥8.05 in 3Q 2024). Revenue: CN¥299.1b (up 15% from 3Q 2024). Net income: CN¥5.28b (down 55% from 3Q 2024). Profit margin: 1.8% (down from 4.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Oct 30JD.com, Inc. to Report Q3, 2025 Results on Nov 13, 2025JD.com, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025
New Risk • Sep 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Dividend is not well covered by cash flows (134% cash payout ratio). Share price has been volatile over the past 3 months (4.8% average weekly change).
お知らせ • Sep 16Sainsbury’s Ends Talks to Sell Argos to China’s JD.comJ Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”.
お知らせ • Sep 15J Sainsbury in Talks to Sell Retail Arm to JD.ComJ Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed.
お知らせ • Aug 18JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion.JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion on August 16, 2025. This strategic acquisition combines industry-leading supply chain capabilities with KAI BO’s deep local expertise and allows for stronger omnichannel retail growth and an enhanced shopping experience for consumers across Hong Kong. JD.com, Inc. (NasdaqGS:JD) completed the acquisition of 70% stake in Moretide Investments Ltd. on August 16, 2025.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: CN¥4.34 (vs CN¥8.39 in 2Q 2024)Second quarter 2025 results: EPS: CN¥4.34 (down from CN¥8.39 in 2Q 2024). Revenue: CN¥356.7b (up 22% from 2Q 2024). Net income: CN¥6.18b (down 51% from 2Q 2024). Profit margin: 1.7% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
New Risk • Aug 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Dividend is not well covered by cash flows (154% cash payout ratio).
お知らせ • Jul 31+ 1 more updateJD.com, Inc. to Report Q2, 2025 Results on Aug 14, 2025JD.com, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025
New Risk • Jul 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • May 29JD.com, Inc., Annual General Meeting, Jun 20, 2025JD.com, Inc., Annual General Meeting, Jun 20, 2025, at 15:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang, economic and technological development zone, daxing district, beijing China
お知らせ • Apr 25JD.com, Inc. to Report Q1, 2025 Results on May 13, 2025JD.com, Inc. announced that they will report Q1, 2025 results Pre-Market on May 13, 2025
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$633, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years.
Reported Earnings • Apr 19Full year 2024 earnings released: EPS: CN¥27.67 (vs CN¥15.37 in FY 2023)Full year 2024 results: EPS: CN¥27.67 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$714, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,279 per share.
Upcoming Dividend • Apr 01Upcoming dividend of US$0.98 per shareEligible shareholders must have bought the stock before 08 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Mexican dividend payers (6.0%). Higher than average of industry peers (2.1%).
Declared Dividend • Mar 13Dividend of US$0.98 announcedShareholders will receive a dividend of US$0.98. Ex-date: 8th April 2025 Payment date: 29th April 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 07Full year 2024 earnings released: EPS: CN¥27.66 (vs CN¥15.37 in FY 2023)Full year 2024 results: EPS: CN¥27.66 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06+ 1 more updateJD.com, Inc. Announces Impairment of Goodwill and Long-Lived Assets for the Fourth Quarter Ended December 31, 2024JD.com, Inc. announced Impairment of goodwill and long-lived assets for the fourth quarter ended December 31, 2024. For the quarter, Impairment of goodwill and long-lived assets was RMB 2,361,000 against RMB 5,168,000 a year ago.
お知らせ • Feb 20JD.com, Inc. to Report Q4, 2024 Results on Mar 06, 2025JD.com, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 06, 2025
お知らせ • Jan 28JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million.JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million on January 25, 2025. A cash consideration valued at $2 per share will be paid by JD.com, Inc. JD.com, Inc. through its wholly owned entities JD Sunflower Investment Limited and Windcreek Limited currently beneficially own more than 60% of the total issued and outstanding Ordinary Shares including American depositary share of Dada Nexus Limited.
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$811, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,055 per share.
Buy Or Sell Opportunity • Dec 10Now 21% undervaluedOver the last 90 days, the stock has risen 52% to Mex$800. The fair value is estimated to be Mex$1,011, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: CN¥8.05 (vs CN¥5.04 in 3Q 2023)Third quarter 2024 results: EPS: CN¥8.05 (up from CN¥5.04 in 3Q 2023). Revenue: CN¥260.4b (up 5.1% from 3Q 2023). Net income: CN¥11.7b (up 48% from 3Q 2023). Profit margin: 4.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$682, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,272 per share.
Buy Or Sell Opportunity • Nov 06Now 20% undervaluedOver the last 90 days, the stock has risen 59% to Mex$790. The fair value is estimated to be Mex$991, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • Oct 31JD.com, Inc. to Report Q3, 2024 Results on Nov 14, 2024JD.com, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 14, 2024
Buy Or Sell Opportunity • Oct 17Now 23% undervaluedOver the last 90 days, the stock has risen 64% to Mex$778. The fair value is estimated to be Mex$1,006, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 27%After last week's 27% share price gain to Mex$653, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$915 per share.
New Risk • Sep 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.9% average weekly change). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).
お知らせ • Aug 28JD.com, Inc. (NasdaqGS:JD) announces an Equity Buyback for $5,000 million worth of its shares.JD.com, Inc. (NasdaqGS:JD) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The repurchase program will be valid through August 31, 2027.
お知らせ • Aug 21Walmart Reportedly Seeks to Raise $3.74 Billion in Sale of JD.com StakeWalmart Inc. (NYSE:WMT) is seeking to raise up to $3.74 billion by selling its stake in Chinese e-commerce firm JD.com, Inc. (NasdaqGS:JD), according to a term sheet seen by Reuters, as the U.S. retailer focuses on its own operations in China. Walmart is offering 144.5 million American depositary shares in the price range of $24.85 to $25.85, the term sheet shows, and Morgan Stanley is the broker-dealer of the offering. Walmart, the largest shareholder in JD.com, said in a statement that it had been a valued partner over the past eight years, and the U.S. retailer was committed to a continued commercial relationship with the Chinese e-commerce giant. "This decision allows us to focus on our strong China operations for Walmart China and Sam's Club, and deploy capital towards other priorities," Walmart said. JD.com's Hong Kong-listed shares fell more than 10% in early trading on August 21, 2024. U.S.-listed shares dropped 10% in after-market trading on August 20, 2024 to $25.50 after Bloomberg first reported the share sale plan. JD.com declined to comment. Morgan Stanley did not immediately respond to Reuters' request for comment.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: CN¥8.39 (vs CN¥4.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥8.39 (up from CN¥4.19 in 2Q 2023). Revenue: CN¥291.4b (up 1.2% from 2Q 2023). Net income: CN¥12.6b (up 92% from 2Q 2023). Profit margin: 4.3% (up from 2.3% in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01JD.com, Inc. to Report Q2, 2024 Results on Aug 15, 2024JD.com, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 15, 2024
お知らせ • Jul 15Ochama, JD.com's Omni-Channel Retailer, Recently Announces the Launch of Ochama 1H DeliveryOchama, JD.com's innovative omni-channel retailer, recently announced the launch of "ochama 1h delivery," underscoring the company's dedication to providing swift and reliable shopping experiences that meet the evolving needs of its customers. This new service provides free one-hour delivery for select products across most of Amsterdam, setting it apart as the only complimentary service of its kind in the Netherlands. The new "ochama 1h delivery" service encompasses a diverse range of product categories such as fresh and frozen foods, beverages, beers, personal care items, and more. Customers placing orders between 9 AM and 11 PM will receive their packages within one hour. For orders made after 11 PM, delivery will be scheduled before 10 AM the following day. A subsidiary of JD.com, China's largest retailer by revenue, ochama leverages advanced supply chain technologies and capabilities to offer efficient delivery. The cornerstone of the new 1h delivery service is the strategically located Forward Distribution Center (FDC) in Amsterdam. Optimally positioned to serve customers, the FDC supports storage, sorting, and immediate order fulfillment, effectively serving consumers within a 3 km radius. Specifically, orders are immediately relayed to the Amsterdam FDC upon placement. There, ochama's dedicated team swiftly picks and packs the items. The package is then delivered directly to the customer's doorstep by ochama's in-house delivery couriers, ensuring a seamless and efficient delivery process. To further accommodate the diverse pick-up preferences of consumers, ochama has recently deployed more than 1,000 pick-up lockers across the Netherlands and Belgium. This innovative, automated pickup option enhances the convenience of ochama's existing pick-up services. Ochama currently offers home delivery services in 24 countries and operates over 800 pickup points across the Netherlands, Germany, Belgium, and France. Additionally, ochama introduced same-day pick-up services in select regions in the Netherlands. During the recent "618 Grand Promotion," an annual sales event featuring significant discounts on a wide range of products, ochama reported a 245% year-on-year increase in electronics sales, highlighting the growing trust and preference among its customer base. Looking ahead, ochama remains dedicated to its mission of providing superior quality, affordability, and convenience, ensuring an enhanced shopping experience for all its customers.
Buy Or Sell Opportunity • May 24Now 23% undervaluedOver the last 90 days, the stock has risen 26% to Mex$524. The fair value is estimated to be Mex$676, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 9.6%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: CN¥4.56 (vs CN¥3.99 in 1Q 2023)First quarter 2024 results: EPS: CN¥4.56 (up from CN¥3.99 in 1Q 2023). Revenue: CN¥260.0b (up 7.0% from 1Q 2023). Net income: CN¥7.13b (up 14% from 1Q 2023). Profit margin: 2.7% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock has risen 41% to Mex$538. The fair value is estimated to be Mex$673, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 34%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Apr 28JD.com, Inc. to Report Q1, 2024 Results on May 16, 2024JD.com, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 16, 2024
Reported Earnings • Apr 19Full year 2023 earnings released: EPS: CN¥15.37 (vs CN¥6.64 in FY 2022)Full year 2023 results: EPS: CN¥15.37 (up from CN¥6.64 in FY 2022). Revenue: CN¥1.08t (up 3.7% from FY 2022). Net income: CN¥24.2b (up 133% from FY 2022). Profit margin: 2.2% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 34% per year and the company’s share price has also fallen by 34% per year.
Declared Dividend • Mar 17Dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 4th April 2024 Payment date: 29th April 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$470, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$632 per share.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: CN¥15.37 (vs CN¥6.64 in FY 2022)Full year 2023 results: EPS: CN¥15.37 (up from CN¥6.64 in FY 2022). Revenue: CN¥1.08t (up 3.7% from FY 2022). Net income: CN¥24.2b (up 133% from FY 2022). Profit margin: 2.2% (up from 1.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 38% per year.
お知らせ • Mar 06JD.com, Inc. Approves Annual Cash Dividend for the Year Ended December 31, 2023, Payable on or Around April 23, 2024 and on or Around April 29, 2024JD.com, Inc. announced that its board of directors (the board) approved an annual cash dividend for the year ended December 31, 2023 of USD 0.38 per ordinary share, or USD 0.76 per ADS, to holders of ordinary shares and holders of ADSs, respectively, as of the close of business on April 5, 2024 Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of the dividend will be approximately USD 1.2 billion. The payment date is expected to be on or around April 23, 2024 and on or around April 29, 2024 for holders of ordinary shares and holders of ADSs, respectively.
お知らせ • Feb 23JD.com, Inc. to Report Q4, 2023 Results on Mar 06, 2024JD.com, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 06, 2024
お知らせ • Feb 20+ 1 more updateJD.com Confirms Very Preliminary Stages of Evaluating Possible Transaction Include Cash Offer for the Entire Issued Share Capital of CurrysIn response to the recent press speculation regarding Currys plc (LSE:CURY), JD.com, Inc. (NasdaqGS:JD) confirmed that it is in the very preliminary stages of evaluating a possible transaction that may include a cash offer for the entire issued share capital of Currys. There can be no certainty that any offer will ultimately be made for Currys, nor as to the terms on which any offer might be made. A further announcement will be made if and when appropriate. In accordance with Rule 2.6(a) of the Code, JD.com is required, by not later than 5.00 p.m. on 18 March 2024, to either announce a firm intention to make an offer for Currys in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Takeover Panel in accordance with Rule 2.6(c) of the Code.
New Risk • Feb 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.7% average weekly change). Minor Risk Short dividend paying track record (1 year of continuous dividend payments).
Buying Opportunity • Dec 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be Mex$587, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Buying Opportunity • Dec 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be Mex$599, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: CN¥5.04 (vs CN¥3.81 in 3Q 2022)Third quarter 2023 results: EPS: CN¥5.04 (up from CN¥3.81 in 3Q 2022). Revenue: CN¥247.7b (up 1.7% from 3Q 2022). Net income: CN¥7.94b (up 33% from 3Q 2022). Profit margin: 3.2% (up from 2.4% in 3Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 17JD.com, Inc. Announces Management ChangesJD.com, Inc. announced that Ms. Sandy Ran Xu, chief executive officer (“CEO”) of JD.com, will concurrently serve as CEO of JD Retail, the retail segment of JD.com, effective immediately. Mr. Lijun Xin, former CEO of JD Retail, will assume a different role at the Company.
お知らせ • Nov 02JD.com, Inc. to Report Q3, 2023 Results on Nov 15, 2023JD.com, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 15, 2023
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥4.18 (vs CN¥2.80 in 2Q 2022)Second quarter 2023 results: EPS: CN¥4.18 (up from CN¥2.80 in 2Q 2022). Revenue: CN¥287.9b (up 7.6% from 2Q 2022). Net income: CN¥6.58b (up 50% from 2Q 2022). Profit margin: 2.3% (up from 1.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 04+ 1 more updateJD.com, Inc. to Report Q2, 2023 Results on Aug 16, 2023JD.com, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 16, 2023
Buying Opportunity • Jun 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be Mex$767, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.9% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
お知らせ • May 23JD.com, Inc., Annual General Meeting, Jun 21, 2023JD.com, Inc., Annual General Meeting, Jun 21, 2023, at 15:00 China Standard Time. Location: Building A, No. 18 Kechuang 11 Street Yizhuang Economic and Technological Development Zone, Daxing District Beijing China Agenda: To consider and approve the Company's Second Amended and Restated Memorandum of Association and Articles of Association be amended and restated by their deletion in their entirety and by the substitution in their place of the Third Amended and Restated Memorandum of Association and Articles of Association.
Buying Opportunity • May 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be Mex$813, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
お知らせ • May 12+ 2 more updatesJD.com, Inc. Announces Board ChangesJD.com, Inc. announced that Ms. Sandy Ran Xu, the current chief financial officer of JD.com, has been appointed as the executive director of the Company to succeed Mr. Lei Xu. Mr. Lei Xu will retire from his positions as the chief executive officer and executive director of the Company due to personal reasons. Mr. Lei Xu will begin the process of handing the CEO role over to Sandy immediately, leaving ample time for a seamless transition before his retirement in June. Mr. Xu has been with JD.com for over a decade in various senior roles and has made significant contributions to the Company’s development. After his retirement, Mr. Xu will serve as the first chairman of the advisory council of JD.com and continue to participate in the high-quality development of the Company. Ms. Sandy Ran Xu has served as the chief financial officer of JD.com since June 2020. Ms. Xu joined JD.com in July 2018, and oversaw group finance, accounting and tax functions in addition to serving as chief financial officer of JD Retail from July 2018 to May 2020. Prior to joining JD.com, Ms. Xu was an audit partner and spent nearly 20 years with PricewaterhouseCoopers Zhong Tian LLP, Beijing office and PricewaterhouseCoopers, San Jose office. Ms. Xu also serves as a director of JD Technology. Ms. Xu received her bachelor’s degree with a double major in information science and economics from Peking University.
Reported Earnings • May 11First quarter 2023 earnings released: EPS: CN¥3.98 (vs CN¥1.92 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥3.98 (up from CN¥1.92 loss in 1Q 2022). Revenue: CN¥243.0b (up 1.4% from 1Q 2022). Net income: CN¥6.26b (up CN¥9.25b from 1Q 2022). Profit margin: 2.6% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 29Upcoming dividend of US$0.60 per share at 1.5% yieldEligible shareholders must have bought the stock before 05 April 2023. Payment date: 04 May 2023. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (3.9%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CN¥6.64 (vs CN¥2.29 loss in FY 2021)Full year 2022 results: EPS: CN¥6.64 (up from CN¥2.29 loss in FY 2021). Revenue: CN¥1.05t (up 9.9% from FY 2021). Net income: CN¥10.4b (up CN¥13.9b from FY 2021). Profit margin: 1.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 08Now 25% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be Mex$1,336, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.
Buying Opportunity • Jan 10Now 22% undervaluedOver the last 90 days, the stock is up 30%. The fair value is estimated to be Mex$1,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
Buying Opportunity • Dec 07Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 4.7%. The fair value is estimated to be Mex$1,488, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 36% per annum over the same time period.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: CN¥3.81 (vs CN¥1.81 loss in 3Q 2021)Third quarter 2022 results: EPS: CN¥3.81 (up from CN¥1.81 loss in 3Q 2021). Revenue: CN¥243.5b (up 11% from 3Q 2021). Net income: CN¥5.96b (up CN¥8.77b from 3Q 2021). Profit margin: 2.4% (up from net loss in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS: CN¥2.80 (vs CN¥0.51 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.80 (up from CN¥0.51 in 2Q 2021). Revenue: CN¥267.6b (up 5.4% from 2Q 2021). Net income: CN¥4.38b (up 451% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 23Second quarter 2022 earnings released: EPS: CN¥2.81 (vs CN¥0.51 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.81 (up from CN¥0.51 in 2Q 2021). Revenue: CN¥267.6b (up 5.4% from 2Q 2021). Net income: CN¥4.38b (up 451% from 2Q 2021). Profit margin: 1.6% (up from 0.3% in 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Reported Earnings • May 01Full year 2021 earnings released: CN¥2.29 loss per share (vs CN¥32.70 profit in FY 2020)Full year 2021 results: CN¥2.29 loss per share (down from CN¥32.70 profit in FY 2020). Revenue: CN¥951.6b (up 28% from FY 2020). Net loss: CN¥3.56b (down 107% from profit in FY 2020). Over the next year, revenue is forecast to grow 19%, compared to a 44% growth forecast for the retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.