JD Health (6618.HK) 23Q1 - As Industry Beta Fades, the Expectation Reversal Has yet to Come
⬆ $JD Health(06618)$ - As industry beta brought by COVID-19 dividend fades away, JD Health's performance growth would slow down.The current business model cannot support high valuation, so the turning point has not yet come Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-health-6618-hk-23q1-as-industry-beta-fades-the-expectation-reversal-has-yet-to-come?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On JD Health (06618):- https://www.smartkarma.com/entities/jd-health-international-inc?utm_source=tiger_community
Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
⬆ $Alibaba Group(09988)$ - Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In this note, we look at the possible listing canditates. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-potential-ipos-part-1-six-mini-alibabas-some-are-more-ready-than-others-to-list?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Alibaba Group (09988):- https://www.smartkarma.com/entities/alibaba-group?utm_source=tiger_community
⬆ $JD Health(06618)$ - The 4 adds get us to 80 members. The next leg up to 100 members should take a few years. 1-way turnover in June is 2.9% resulting in a 1-way trade of HK$5.7bn. There is 2-4x ADV to buy on the adds. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hsi-index-rebalance-yippee-finally-at-80?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On JD Health (06618):- https://www.smartkarma.com/entities/jd-health-international-inc?utm_source=tiger_community
⬆ $JD Health(06618)$ - We now take a more positive view on JDH’s ability to at manage the issue at certain periods and certain areas; We raise TP from HK$44 to HK$57 and rating to BUY. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-health-6618-hk-rating-change-strong-profitability-likely-achieved-margin-reversal?utm_source=tiger_community By Shawn Yang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587?utm_source=tiger_community On JD Health (06618):- https://www.smartkarma.com/entities/jd-health-international-inc?utm_source=tiger_community
JD.com (9618 HK): 1Q23, Expected Performance and Unexpected CEO Change, 92% Upside
⬆ $JD.com Inc.(09618)$ - JD replaces its CEO, with the former CFO. As we expect, the revenue growth slowed down and the operating margin improved in 1Q23. We believe the stock has an upside of 92% for 2024. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-com-9618-hk-1q23-expected-performance-and-unexpected-ceo-change-92-upside?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On JD.com Inc. (09618):- https://www.smartkarma.com/entities/jd-com-inc?utm_source=tiger_community
Baidu AI Milestone to Improve Covid-19 mRNA Vaccine Published in Nature
BEIJING, May 3 (TMTPOST)— Baidu achieves another milestone at artificial intelligence (AI) sector. Source: TMTPOST The leading scientific journal Nature published the paper titled Algorithm for Optimized mRNA Design Improves Stability and Immunogenicity through Accelerted Article Preview (AAP) on Wednesday, unveiling a groundbreaking methodology to significantly improve stability of the Covid-19 mRNA vaccine and its antibody response. The publication marks Baidu becomes the first Chinese tech company that was credited as the first affiliation on a paper published in Nature. The paper involves an AI algorithm, developed by scientists at Baidu Research, for rapidly design of highly stable Covid mRNA vaccine sequences that were previously unattainable. It showed how a complex biol
[NetEase (NTES US, BUY, US$106) TP Change]: Eggy Party Could Be Compared to Roblox
⬆ $NetEase Inc(NTES)$ - Four things the market may underestimate about NetEase: 1) the life cycle of ; 2)Eggy Party 's overseas launch; 3) Justice Mobile; and 4) AIGC. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/netease-ntes-us-buy-us-106-tp-change-eggy-party-could-be-compared-to-roblox?utm_source=tiger_community By Shawn Yang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587?utm_source=tiger_community On NetEase Inc (NTES):- https://www.smartkarma.com/entities/netease-inc-adr?utm_source=tiger_community
Hang Seng Index Rebalance Preview: A Year Later Than Planned - 80 Members at Last?
⬆ $JD Health(06618)$ - We highlight 10 potential adds in June. Adding all 10 stocks will result in one-way turnover of 5%, so fewer stocks (some large, some small) will be added. Shorts have jumped on a few names recently. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hang-seng-index-rebalance-preview-a-year-later-than-planned-80-members-at-last?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On JD Health (06618):- https://www.smartkarma.com/entities/jd-health-international-inc?utm_source=tiger_community
Alibaba and ByteDance Intensify AI Race Despite Rule Tightening
BEIJING, April 11 (TMTPOST)— Top Chinese tech companies are stepping up their work in artificial intelligence (AI) even as the government moves to tighten up scrutiny on the sector. Source: Visual China Alibaba now has its own generative large language model (LLM) Tongyi Qianwen, which can possess both English and Chinese capabilities and empower the application just like Microsoft-backed OpenAI's ChatGPT. The model will be integrated into all Alibaba offerings and first be deployed on DingTalk, an enterprise communication and collaboration platform, and the smart speaker Tmall Genie, the company said at Alibaba Cloud Summit on Tuesday. Alibaba Cloud, the cloud computing unit, has developed its full-stack AI technology portfolio, including the computing operating system Apsara, chips and
Alibaba (BABA US) – A recovery year ahead with more to expect
⬆ $Alibaba (ADR)(BABA)$ - With the unveiling of reorganization plan on 28 March, we expect overall business agility and innovative capabilities would be better propelled, and improving shareholder return. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-baba-us-a-recovery-year-ahead-with-more-to-expect?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Alibaba (ADR) (BABA):- https://www.smartkarma.com/entities/alibaba-group-holding-ltd?utm_source=tiger_community
Alibaba Said to Release ChatGPT-Like Model Next Week
BEIJING, April 4 (TMTPOST)— Another Chinese internet giant will unveil its large language model (LLM) like OpenAI's wildly popular ChatGPT, an artificial intelligence (AI)-powered conversational bot. Source: Visual China Alibaba Group will release a large AI model at Alibaba Cloud Summit on April 11 and the model for industrial application a week later, namely, on April 18, Qianjiang Evening News, a popular daily newspaper owned by the provincial government-backed Zhejiang Daily Newspapers Group, learned from people in the industry on Tuesday. However, insiders at Alibaba Cloud said they had no idea about such new launch. “We don’t have anything to announce”, some of them told the paper. Others said everything was subject to announcement. The paper noted a blogger tested the smart a
ClouDr Group (9955.HK) - “A Dark Horse” to Beat JD Health
⬆ $ClouDr Group(09955)$ - ClouDr could be the first company to develop a successful profit model of online medical services, changing the game rule. ClouDr has big potential/investment value and deserves investors' attention. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/cloudr-group-9955-hk-a-dark-horse-to-beat-jd-health?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On ClouDr Group (09955):- https://www.smartkarma.com/entities/cloudr-group-limited?utm_source=tiger_community
[JD Health (6618 HK) Target Price Change]: Strong Execution but Industry Glass Ceiling Remains
⬇ $JD Health(06618)$ - Gross margin continued to deteriorate. The company showed strong ability in OPEX and working capital control; We raise TP from HK$39 to HK$44 and maintain SELL. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-health-6618-hk-target-price-change-strong-execution-but-industry-glass-ceiling-remains?utm_source=tiger_community By Shawn Yang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587?utm_source=tiger_community On JD Health (06618):- https://www.smartkarma.com/entities/jd-health-international-inc?utm_source=tiger_community
China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.com
⬆ $ZTO Express(ZTO)$ - Grizzly Research LLC publishes a short selling report on ZTO. Meituan plans to give up on direct sales of car hailing. Dada, which was acquired JD.com last year, posts good 4Q22 results. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/china-internet-weekly-13mar2023-zto-meituan-alibaba-trip-com-dada-jd-com?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On ZTO Express (ZTO):- https://www.smartkarma.com/entities/zto-express?utm_source=tiger_community
JD.com (JD US) – Driving for long-term healthy growth
⬆ $JD.com Inc (ADR)(JD)$ - JD.com (JD) announced (9 March) 4Q22 results: revenue was RMB295.4bn, up 7% YoY, in line with both our forecast and Bloomberg consensus. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-com-jd-us-driving-for-long-term-healthy-growth?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On JD.com Inc (ADR) (JD):- https://www.smartkarma.com/entities/jd-com-inc-adr?utm_source=tiger_community
⬇ $JD Logistics(02618)$ - JD has adopted the low-price strategy, which hinders the growth of JDL. The price competition in eCommerce negatively affects JDL but benefits ZTO. Downgrade JDL to SELL with TP of HK$10. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-logistics-2618-hk-dg-to-sell-jd-s-low-price-strategy-hurts-jd-logistics?utm_source=tiger_community By Shawn Yang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587?utm_source=tiger_community On JD Logistics (02618):- https://www.smartkarma.com/entities/jd-logistics?utm_source=tiger_community
[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin
⬇ $JD.com Inc (ADR)(JD)$ - JD is shifting its strategy to be more focused on low price and user, and we suggest that the repositioning period could be painful for the company.Maintain SELL and cut TP to US$27. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/jd-com-jd-us-target-price-change-painful-transition-weighs-on-both-topline-and-margin?utm_source=tiger_community By Shawn Yang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587?utm_source=tiger_community On JD.com Inc (ADR) (JD):- https://www.smartkarma.com/entities/jd-com-inc-adr?utm_source=tiger_community