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Posted by
Two Blokes Jun 14 -
Filed in
Stock
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17 views
JD.com has transitioned from a high-growth e-commerce player to a mature, efficient business focused on margin expansion and shareholder returns. Despite fierce competition and macro risks, JD's operational metrics and capital allocation have improved, with dividends and buybacks signaling a shareholder-friendly shift. Valuation models (DCF, P/E, EV/EBITDA) show JD trading at a significant discount to peers and history, supporting a 10-15% upside potential.
