JD.com: Another Strong Buy From China

  • JD.com is a strong buy for me, due to robust financials, strong cash flow, and significant growth potential, especially after the recent stock price drop. China's monetary policy shift and economic stimulus should boost consumer demand, directly benefiting JD's integrated retail and logistics model. Valuation is compelling: even conservative DCF estimates show JD trading at a deep discount, with scenarios indicating even 60-240% upside potential.