JD HK SDR 10to1(HJDD.SG)

Last Updated 07:30:00 SGT
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JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

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China Apr retail sales: Q2 under pressure?

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JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve Further

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JD: Earnings Power Intact as state subsidies fade

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BABA: E-comm Steps Back, AI Takes Lead; Cash Burn Not a Concern

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JD 1Q26 First Take: a brief note first, with a fuller review to follow when time permits. Overall, results beat market expectations and align with prior guidance that performance has bottomed and is turning up.At the headline level, revenue growth reaccelerated to ~5%, ahead of the 3.4% consensus. Adj. OP came in at RMB 5.6bn; with a sharp reduction in food-delivery losses, profit improved markedly vs. Q2–Q4 2025, though it was still down by more than half YoY.By segment, core Mall revenue growth recovered to 1.8%. Within that, appliances and electronics revenue fell nearly 9% YoY as state subsidies faded, while general merchandise and 3P services posted solid growth, driving a slightly better-than-expected recovery for the Mall segment.Mall profit materially beat as well, returning to growth at +16.5% YoY vs. Bloomberg cons. expecting a decline. Despite opex rising ~11% YoY, the key driver was a significant GPM expansion of 180bps.Beyond mix shifts, JD likely secured better supplier terms, partially offsetting the drag from lower state subsidies.Other businesses, including food delivery, posted a loss of ~RMB 10.4bn this quarter, narrowing by ~RMB 4.5bn QoQ. This clearly reflects sharply lower losses after JD largely exited head-on competition in food delivery.With Mall profitability beating, food delivery losses narrowing as expected, and logistics performing well, JD delivered a solid quarter. That said, the rebound had been well telegraphed, so the surprise vs. expectations is limited.$JD.com(JD.US) $JD-SW(09618.HK)

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Kuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News Recap

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GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap

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ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

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PDD: Has the Maverick Gone Mediocre?---

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