JD.com has an advantage over Alibaba $Alibaba(BABA)$ that it is a streamlined company not an unwieldy conglomerate.
Regarding logistics, JD logistics HKG 2618 surprised in a big way on the upside. I own not only JD but also DADA, I think DADA has a tremendous upside, having fallen that much, but I do not see anything that threatens DADA's long term viability. Regarding irregularities, there was nothing that inflated the results, it was just a order entry that should not be there, and a new CFO was appointed to make everything cleaner, so I do not see that as a issue. DADA is in the same line of business as JD logistics, and given great results of JD logistics I see it will have a bright future.
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