how's it going today guys welcome back
to the channel so today we're gonna be
talking about JD calm it is one of the
stocks
I am personally invested in and it is
also one of the worst performing Chinese
internet or e-commerce stocks right now
as I'm sure we know you know the Chinese
market is currently selling off hot and
heavy this is one of the worst
performing stocks right now or one that
is being hit the hardest and as of today
they just hit not only a 52-week low but
an all-time low for this stock this is a
company that went public back in 2014
and this is the lowest price this stock
has ever traded at even since their
initial public offering so we are seeing
a serious correction taking place with
this stock now I've done videos in the
past talking about JD as well as my
holdings of this company personally I
plan on investing another five thousand
dollars into this stock in the next
couple of weeks and if I do decide to do
that I'm gonna make a video for sure
updating you guys on that addition to my
portfolio but what I want to talk about
in this video is their most recent
earnings report was it as bad as
everyone made it out to be and kind of
my thoughts and feelings on this company
given this recent quarterly earnings
report now before we get into the video
I just wanted to mention if you guys are
interested in picking up a completely
free stock worth up to $1,000 we bull is
currently running a promotion where if
you open an account with them you don't
even have to fund it they're gonna give
you a completely free stock worth up to
$1,000 that's the top link in the
description below it's an affiliate link
you guys do not have to take me up on
this offer but if you want to get a
completely free stock and that option is
available to you and if you're not
familiar with we Bowl we Bowl is
basically like if you took Robin Hood
and added some more research tools and
you know technical indicators it's more
of a platform for intermediate to
advanced active traders than it is for
long-term investors but if they interest
you you can grab a free stock just by
description below but let's go ahead and
get into this and start by talking about
JD earnings here so first of all revenue
came in for this quarter at fifteen
point three billion and adjusted
earnings per share came in at 12 cents
per share in our currency
here and that was right in line with
what estimates were so they came right
in line with what was expected in terms
of this quarter for the top line and the
bottom line now where we have bad news
is where we see they had 25% revenue
growth year over year four quarter three
now in my opinion 25 percent revenue
growth is still very strong growth for a
company on that is very dominant over
there in China they are the largest
e-commerce company in terms of revenue
as far as I know I don't believe that
Alibaba is larger but if they are I will
add a correction there but this was what
people saw or what analysts saw as bad
news here because this was the slowest
year-over-year growth for a quarter
since the 2014 IPO so of course
everybody started to panic saying okay
we got to pump the brakes the growth is
going to be slowing down but I still
think 25% growth is exceptional growth
for a company and I still would consider
this to be a growth Beast at this point
in time this is kind of also what has
been happening with Facebook you know
seeing slower growth has started to
concern a lot of investors but I still
see such a large amount of potential for
both of those companies going forward
now as far as the performance of the
stock goes they were down about 5.5
percent after market hours after
reporting earnings and then today they
were down to an all-time low for this
stock and another piece of news that
investors were not necessarily happy
with was their growth estimates for
quarter four or their forward-looking
guidance they were anticipating about 18
to 23 percent growth year over year for
that quarter compared to expectations of
twenty three point five percent and
again
Alibaba had to do the same thing they
had to kind of curb their estimates
because of concerns of the trade war and
also the slowing economy over in China
so they're kind of curbing their
estimates as to not shock people if this
is the case so again these were kind of
the negative notes of this earnings
report and that is why we saw that stock
going to quite the sell-off but what I
want to do is dive a little bit deeper
into this earnings report and talk about
the things that I noticed and personally
what I'm excited about as a JD comm
investor and most importantly why this
is making me decide to invest another
$5,000 into this company so first of all
looking at their earnings report here we
saw that net service revenues were up 49
percent year-over-year that is massive
growth there in the service segment of
their business annual active customer
accounts were up almost fifteen percent
year-over-year so you have more people
opening accounts with the JD platform
and using their services jd+ which if
you're not familiar is basically the
Amazon Prime equivalent of what JD is
offering so that offers some different
services such as free shipping coupons
VIP customer service exclusive discounts
as well as a premium video content
delivered through another Chinese
company iqi why I am Not sure on the
pronunciation there but that's kind of
like you know a Chinese version of
Netflix they have a very nice service
there similar to the benefits that
Amazon Prime offers and in this quarter
here jd+ surpassed 10 million paying
users for JD Plus which is fantastic and
if you're looking to compare this to
Amazon Prime Amazon Prime has a little
over 100 million paying members so
they've gotten about 10 percent of the
size of the customer base for Amazon
Prime but I think there's a long way to
go for this service here for JD comm and
JD Plus beyond that we heard they are
establishing more relationships with
major brands over in China and helping
them to take their retail online through
JD comm and what this is doing for them
by establishing relationships with these
big brands is it's really boosting the
credibility of JD comm by establishing
these relationships and it's going to
make them the go-to online service for
basically selling your merchandise
online we see the same exact thing
happening with Amazon where major
retailers are making deals with Amazon
as far as having listings of their
products on Amazon I mean if you can't
beat them then you might as well join
them as they say and so these retailers
rather than competing with Amazon or JD
com in the e-commerce space believe it's
better to just list their products on
these websites and we're seeing JD comm
establishing a lot of relationships with
these Chinese companies beyond that what
I see is one of the most exciting parts
of their business is their retail as a
service business and what we found in
this quarter is that they had partnered
with a Chinese fashion giant to provide
Logistics inventory management and
marketing solutions and so basically
what they're doing here is taking all of
their back-end technology their back-end
logistics and they're basically selling
this as a service they're helping other
retailers with logistics and marketing
and all kinds of other retail services
and they are selling that as a service I
think it's a brilliant idea and it's an
excellent way for JD comm to you know
make money in a way that is very
different than you know just selling
products on the JD comm platform beyond
that we also heard that JD launched a
new retail platform that allows offline
retailers to improve efficiency of
operations through digitalization data
mining and visualization capabilities
and that is extremely interesting to me
because that shows that the JD retail as
a service business works for both online
retailers and offline brick-and-mortar
retailers so JD is offering interesting
solutions and services to both online
and offline retailers that is one of the
most exciting parts of JD for me in my
opinion because there's so much
potential with this in my opinion beyond
that another huge piece of information
we got in this quarter is that JD
logistics is now offering parcel
delivery service to customers in three
major Chinese cities so JD comm is now
essentially becoming what we have over
here of a FedEx or a UPS where we can
basically use them to deliver our
packages so not only are they delivering
products that are being purchased
through the JD platform by their
customers they're also offering parcel
delivery for customers who want to ship
products and this is one of the major
differentiators between JD comm and
Amazon as well as JD comm and Alibaba
and that is the fact that Amazon is not
shipping their own products they're not
handling the logistics they're just
handling the fulfillment of those orders
and then you know UPS USPS they're
delivering those packages
whereas with JD comm they're handling
both the fulfillment and they're also
handling the logistics by delivering
those products and they've built such a
massive efficient logistics network it
is now a logical play for them to be
offering that delivery service to other
customers for non JD packages which
again is another very exciting business
venture in
my opinion you're getting like almost
like a FedEx built right in or a UPS
logistics company built right in here as
a JD investor and then the final piece
of information I wanted to discuss from
this earnings report is that JD
completed a 500 million dollar financing
round for a company and I apologize in
advance of the pronunciation I believe
it is Dada
JD deja which is a joint venture between
companies including Walmart JD comm and
others which is offering one our home
delivery service of fresh groceries
online so JD is involved in some very
interesting businesses and I see a huge
amount of potential in these side bets
and we just recently heard news that the
CEO is going to be stepping out of the
main business and kind of handing over
some of those tasks to other chief
officers and he's going to be taking
over operations of some of these side
businesses now a lot of people believe
that was him trying to get out of the
limelight because of the sex scandal and
you may believe that you may not but I
think it's very interesting these side
businesses in some ways are more
interesting to me than just their
traditional e-commerce business they
have going on but anyway that is an
update here on this earnings report now
I want to go ahead and talk about my
main thoughts on JD comm after reading
this report and why I'm going to be
investing another five thousand dollars
into this company number one my first
thought here is that this is a growth
Beast trading at an all-time low and
this is really something that I don't
understand with people who invest in the
stock market you know JD is a stock that
used to trade 40 50 dollars a share and
there were people buying the stock left
and right now 30 to 50 dollars a share
and I don't understand why you wouldn't
buy it at 20 if you bought it at 30 or
50 if you thought it was a good deal at
$30 a share of $40 a share or even $50 a
share
why would it not be a good deal at $20 a
share when you can get more than two
shares per one share you could have
purchased originally I know what
psychology related people are afraid to
buy stocks when they're trading at a low
share price they're afraid to buy stocks
and see them go down in the short term
but it's just something I personally
don't understand the amount of growth
this company has experienced in the last
four years
a publicly traded company and for it to
be now trading at an all-time low in my
opinion it is an unbelievable
opportunity but a lot of people disagree
with me on that they disagree with me on
GE and Facebook as well but what it
comes down to is this is a stock that I
personally see value in and you may not
see value when I'm just here merely
sharing my opinion number two my second
thought is that trade war fears and the
slowing Chinese economy fears are
overblown I think it's causing a lot of
stocks to be stuck kind of in a zone
where they're not being able to break
out of it simply because of the
uncertainty of the Chinese economy but
personally I'm happy to see this as an
investor because I think there are a
large number of opportunities thanks to
this fear right now going on within the
market number three I think the brand
relationships that JD is establishing
with Chinese retailers is going to boost
the credibility of the platform and
really make it the go-to platform for
e-commerce much like Amazon is the go-to
platform here in the United States a
very trusted trustworthy company number
four I think the retail as a service
business segment has huge potential both
online and offline and that is one of
the most exciting businesses they're
involved with or ventures 4jd in my
opinion number five I feel JD logistics
separates them from Amazon and Alibaba I
think it's super interesting and I'm
glad to hear they are leveraging their
massive logistics network and it's going
to be another revenue stream for them
and then number six
I think the innovative retail
technologies in the largest e-commerce
market makes this a very interesting
company to buy the Chinese e-commerce
market is significantly larger than the
United States ecommerce market and being
able to get involved in one of the most
innovative retail technology companies
and e-commerce companies at this
valuation seems to be a no-brainer in my
opinion but anyways guys those are my
thoughts and feelings on JD comm at this
point in time like I said I plan on
adding another five thousand dollars to
my JD Comstock position if I do decide
to do that I will absolutely do an
update video and let you guys know about
that but that's gonna wrap up this video
I hope you guys enjoyed it remember if
you want to grab that completely free
stock that's going to be the top link in
the description below but let me know in
the comments
action below what you guys think are you
buying jvcom are you selling it what are
your thoughts and feelings on this stock
I would love to hear what you guys think
but thank you so much for watching this
video and I will see you in the next one
apologize on my pronunciation here Dada
JD doja in da Jie
#Best Education Page #Online Earning
online earning,make money online, earn money online, online earning, online earning sites,
make money online free, online money income, earn money online free, money online, best way to earn money online, online income site, money earning websites, best online earning sites, easiest way to earn money online, earn money payment bkash, online money income site
Posts
No comments:
Post a Comment