<- Go home

Added to YB: 2024-01-17

Pitch date: 2024-01-17

JD [bullish]

JD.com, Inc.

Author Info

No bio for this author

Company Info

JD.com, Inc. operates as a supply chain-based technology and service provider in the People’s Republic of China and Europe.

Market Cap

$263.4B

Pitch Price

N/A

Price Target

N/A

Dividend

3.44%

EV/EBITDA

4.99

P/E

19.88

EV/Sales

0.13

Sector

Broadline Retail

Category

value

Show full summary:
Aggressive Portfolio Trades: Buying JD LEAP Calls

JD (calls): Bought 2 Jan 2026 $25 LEAP calls @ $5.22 after China capitulation (JD -22% YTD, KWEB -13%). Trades <8x fwd, 6x 2025E EPS, ~3% yield despite growing/more profitable core. Breakeven $30.22; $40 = 3x, $50 = 5x. Small speculative bet, hedges long Mexico. Risks: Taiwan, accounting, weak economy.

Read full article (3 min)