JD.com (NASDAQ:JD)

CAPS Rating: 2 out of 5

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Member Avatar TMFivyflora (23.17) Submitted: 9/23/2014 10:28:34 AM : Outperform Start Price: $26.96 JD Score: -4.89

Although Alibaba dominates the e-commerce market in China with a large assortment of products, JD.com is more trusted by consumers for better quality and consistent services. These characteristics allow JD.com to differentiate itself from its competitors and continue its growth in the market. Investments into the expansion of market share and growth drivers might continue to impact JD.com’s earnings in the short-term; but I think the company remains a good investment opportunity for long-term investors.

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Member Avatar SlayneM (< 20) Submitted: 6/21/2014 1:31:23 AM : Outperform Start Price: $25.11 JD Score: +0.47

What separates JD from it's competitors? I believe that is service. JD has their own delivery service which is fast and has good quality of service. It's very different from Alibaba which uses small delivery service companies or China EMS Postal which has terrible delivery time.

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Member Avatar moonlightsail (< 20) Submitted: 6/9/2014 1:12:12 PM : Outperform Start Price: $28.38 JD Score: -11.12

A Chinese internet retailer with an IPO this year 2014.

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Member Avatar TSIF (99.96) Submitted: 6/1/2014 3:15:57 PM : Underperform Start Price: $25.17 JD Score: +2.21

IPO 22May 14, showing a typical IPO pattern. IPO at $19, short term drop, then a pop.
Needs Index funds, including international to take a small portion.
Short term call.

Overall Valuation seems highly excessive. $18B
China Online Retailer. 50,000 employees?

93M shares makes a nice "float", but also nice $1.8B for JD.com.

Per other China Plays, potentially LARGE market does NOT an investment make.
China Ecommerce 27% growth forecast would be "nice". but not all ecommerce plays will share equally.
Consistent losses to do "expansion". Not a bad thing, but few companies, especially China based will get an "Amazonian" build out "pass" on valuation.

May be getting some fuel from the Alibaba planned IPO. 15X over subscribed at IPO, may have some more fuel left, but I'm playing the China risk, IPO spread, and funds companies will need to raise to buy into Alibaba. Only so much to go around.

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Member Avatar vur1999 (< 20) Submitted: 5/25/2014 11:18:05 AM : Outperform Start Price: $20.28 JD Score: +21.65

Good solid business. Huge Chinese market share. Organization, infrastructure, history, key differentiators break it out from Alibaba. Support from

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