• AuntieAaAAuntieAaA
        ·00:20
        Good
        15Comment
        Report
      • Capital_InsightsCapital_Insights
        ·05-25 11:39

        $JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭

        Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear
        1.96K4
        Report
        $JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭
      • Capital_InsightsCapital_Insights
        ·05-25 11:39

        $JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭

        Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear
        1.96K4
        Report
        $JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭
      • AuntieAaAAuntieAaA
        ·00:20
        Good
        15Comment
        Report