Deep Dive: Why JD.com is the Most Misunderstood Value Play of 2026
Автор: Fundamental Deep Dive
Загружено: 2026-01-10
Просмотров: 334
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[00:00:00] Introduction: Why JD.com is Misunderstood
[00:01:45] JD's Origin Story and Quality Control Advantage
[00:04:44] Business Model: 1P vs. 3P Revenue Engines
[00:06:22] The Logistics Moat: Building an Infrastructure Empire
[00:08:29] Market Pressures: Geopolitics and Price Wars
[00:11:15] Valuation Analysis and Price Targets
[00:18:04] Benchmarking Success: Comparing JD to Amazon
[00:19:39] Ecosystem Expansion: Health and Industrials
[00:21:39] Capital Allocation: Dividends and Buybacks
[00:33:20] Final Verdict: Trust vs. Price in China
#JDcom #Ecommerce #ValueInvesting #StockMarket #ChinaEconomy #JDStock #Logistics #FinTech #AmazonOfChina #InvestmentStrategy #GrowthStocks #MarketAnalysis #2026Investing
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