JD.com, Inc. (JD): A Bear Case Theory

Insider Monkey10-23

We came across a bearish thesis on JD.com, Inc. (JD) on wallstreetbets subreddit page by dqzou. In this article, we will summarize the bulls’ thesis on JD. JD.com, Inc. share were trading at $39.68 as...

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(JD): A Bear Case Theory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-23 05:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jd-com-inc-jd-bear-214406479.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We came across a bearish thesis on JD.com, Inc. (JD) on wallstreetbets subreddit page by dqzou. In this article, we will summarize the bulls’ thesis on JD. JD.com, Inc. share were trading at $39.68 as...</p>\n\n<a href=\"https://finance.yahoo.com/news/jd-com-inc-jd-bear-214406479.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BGV7N243.SGD","symbol_name":"FSSA Global Emerging Markets Focus I Acc SGD","start_time":0,"source_url":"https://finance.yahoo.com/news/jd-com-inc-jd-bear-214406479.html","article_id":"2477739482","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/xIthNmRmC_rQ38.6zr1mBA--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/11e22c3a47ca3857f1b967a1792f1c19"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2477739482","pubTimestamp":1729633446,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We came across abearish thesison JD.com, Inc.  on wallstreetbets subreddit page by dqzou. In this article, we will summarize the bulls’ thesis on JD. JD.com, Inc. share were trading at $39.68 as of Oct 21st. JD’s trailing and forward P/E were 14.22 and 9.97 respectively according to Yahoo Finance.JD.com, a major e-commerce and financial services company, may be facing a liquidity crisis similar to the collapse of Silicon Valley Bank, driven by rapid user dissatisfaction and withdrawals. According to information circulating on Chinese social media, the issue began when JD.com hired a controversial talk-show actress as a brand spokesperson, sparking outrage among its core e-commerce users. This backlash escalated quickly, with users initiating mass refunds, leaving negative reviews, canceling memberships, and requesting invoices – a practice that could lead to tax liabilities for the company, potentially reducing its net income.JD.com, Inc. is also not on our list of the31 Most Popular S","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","JD":"京东","BK4558":"双十一","09618":"京东集团-SW","JDCMF":"JD.com, Inc.","BK4509":"腾讯概念","BK4220":"综合零售","BK4524":"宅经济概念","BK4526":"热门中概股","BK4579":"人工智能","BK4588":"碎股","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE0008368742.USD":"首域中国增长基金I Acc","BK4505":"高瓴资本持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4504":"桥水持仓","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"translate_title":"京东公司（JD）：熊市理论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JDCMF":1,"JD":1,"09618":0.6},"content_text":"We came across a bearish thesis on JD.com, Inc. (JD) on wallstreetbets subreddit page by dqzou. In this article, we will summarize the bulls’ thesis on JD. JD.com, Inc. share were trading at $39.68 as of Oct 21st. JD’s trailing and forward P/E were 14.22 and 9.97 respectively according to Yahoo Finance.\n A customer using their mobile device to access financial services with the help of a customer service representative. \nJD.com, a major e-commerce and financial services company, may be facing a liquidity crisis similar to the collapse of Silicon Valley Bank, driven by rapid user dissatisfaction and withdrawals. According to information circulating on Chinese social media, the issue began when JD.com hired a controversial talk-show actress as a brand spokesperson, sparking outrage among its core e-commerce users. This backlash escalated quickly, with users initiating mass refunds, leaving negative reviews, canceling memberships, and requesting invoices – a practice that could lead to tax liabilities for the company, potentially reducing its net income.\nCompounding these issues, users reportedly began withdrawing funds from JD.com’s financial products. Screenshots suggest that some users faced restrictions or outright rejections on their withdrawal requests, raising concerns about the liquidity of JD’s financial arm. Despite JD.com issuing a statement denying a bank run, some users noticed that transfers from the JD finance app were now being sourced from a bank, rather than directly from JD’s financial products, further fueling fears of liquidity problems. While some claimed that multiple banks were involved, only one bank was confirmed through screenshots, leaving some uncertainty.\nJD.com’s efforts to address the situation, including issuing an official apology on Weibo and sending mass text messages reassuring users that the company was not facing a bank run, seem to have backfired. These actions inadvertently increased awareness of potential risks, driving even more users to withdraw funds and leave negative reviews. Worse yet, screenshots circulated online showing chat logs where JD.com’s customer service representatives allegedly delayed refunds and, in some instances, insulted customers – with one representative reportedly cursing at a customer’s mother. This has likely exacerbated the loss of consumer trust.\nWhile JD.com is not a pure financial company like Silicon Valley Bank and generates substantial cash flow from its e-commerce operations, the ongoing backlash and withdrawal of user funds could still have a severe impact. Even if the company avoids bankruptcy, it may lose a significant portion of its loyal user base. The reputational damage from poor customer service and the mishandling of the situation could lead to a long-term decline in both its e-commerce and financial businesses.\nJD.com, Inc. is also not on our list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 59 hedge fund portfolios held JD at the end of the second quarter which was 52 in the previous quarter. While we acknowledge the risk and potential of JD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than JD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and 10 Best of Breed Stocks to Buy For The Third Quarter of 2024 According to Bank of America.\nDisclosure: None. This article was originally published at Insider Monkey.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477739482"}