JD.com: Soaring Growth, Catalysts, Cheap
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The Asian Investor31.12K FollowersFollow5ShareSavePlay(12min)Comment(1)SummaryJD.com demonstrates strong core business momentum and is expanding into instant food delivery, leveraging logistics to accelerate growth across the enterprise.JD trades at a significant valuation discount (8.1X forward P/E) vs. Alibaba and PDD, despite strong top-line growth and consistent free cash flow generation.JD’s aggressive CapEx in retail and new business segments has temporarily suppressed free cash flow, but catalysts like JD NOW and JD Takeaway support long-term upside.I remain bullish on JD’s turnaround potential, projecting 15% annual retail-driven revenue growth and 39% valuation upside as the Chinese e-commerce TAM expands. We Are/DigitalVision via Getty Images JD.com, Inc. (JD) reported strong momentum in its core business segment in the third fiscal quarter and is embarking on a number of investment initiatives that could help the company accelerate its growthThis article was written byThe Asian Investor31.12K FollowersFollowI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure:I/we have a beneficial long position in the shares of JD, BABA, PDD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.