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Posted by
Two Blokes Jun 14 -
Filed in
Stock
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9 views
JD.com is executing well, posting strong growth, margin improvement, and buybacks, yet trades at a deep discount due to persistent China risk sentiment. Despite macro and regulatory headwinds, JD's core business remains robust, with unique supply chain control, expanding into food delivery and AI healthcare. Valuation is extremely attractive—under 8x earnings, 3% yield, and a DCF fair value of $45–$50, offering compelling risk-reward for patient investors.
