JD's Food Delivery Investment Could Weigh on Net Income for Longer Than Expected -- Market Talk

Dow Jones

2025/07/16

0840 GMT - JD.com's food delivery investment could weigh on its net income performance for longer than expected, according to Deutsche Bank Research analyst Jessie Xu in a note. "As the competition has intensified in July, we believe the short-term pain may last longer than expected," Xu says. Market leader Meituan is investing heavily in instant shopping and rolling out "free meal" coupons on Saturdays, Xu points out. DB forecasts JD's 2Q adjusted earnings at 4.4 billion yuan, sequentially picking up to 7 billion-8 billion yuan in 3Q and 8 billion-9 billion yuan in 4Q. DB keeps a buy rating and lowers its target price for JD to HK$173.00 from HK$204.00. Shares closed at HK$124.70. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

July 16, 2025 04:40 ET (08:40 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2551146380"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2551146380\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2551146380?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-16 16:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2551146380","market":"nz","top_or_hot":-1,"title":"JD's Food Delivery Investment Could Weigh on Net Income for Longer Than Expected -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0840 GMT - <a href=\"https://laohu8.com/S/JD\">JD.com</a>'s food delivery investment could weigh on its net income performance for longer than expected, according to Deutsche Bank Research analyst Jessie Xu in a note. \"As the competition has intensified in July, we believe the short-term pain may last longer than expected,\" Xu says. Market leader Meituan is investing heavily in instant shopping and rolling out \"free meal\" coupons on Saturdays, Xu points out. DB forecasts JD's 2Q adjusted earnings at 4.4 billion yuan, sequentially picking up to 7 billion-8 billion yuan in 3Q and 8 billion-9 billion yuan in 4Q. DB keeps a buy rating and lowers its target price for JD to HK$173.00 from HK$204.00. Shares closed at HK$124.70. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 16, 2025 04:40 ET (08:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD's Food Delivery Investment Could Weigh on Net Income for Longer Than Expected -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD's Food Delivery Investment Could Weigh on Net Income for Longer Than Expected -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-16 16:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0840 GMT - <a href=\"https://laohu8.com/S/JD\">JD.com</a>'s food delivery investment could weigh on its net income performance for longer than expected, according to Deutsche Bank Research analyst Jessie Xu in a note. \"As the competition has intensified in July, we believe the short-term pain may last longer than expected,\" Xu says. Market leader Meituan is investing heavily in instant shopping and rolling out \"free meal\" coupons on Saturdays, Xu points out. DB forecasts JD's 2Q adjusted earnings at 4.4 billion yuan, sequentially picking up to 7 billion-8 billion yuan in 3Q and 8 billion-9 billion yuan in 4Q. DB keeps a buy rating and lowers its target price for JD to HK$173.00 from HK$204.00. Shares closed at HK$124.70. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 16, 2025 04:40 ET (08:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JD","symbol_name":"京东","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2551146380","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551146380","pubTimestamp":1752655200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0840 GMT - JD.com's food delivery investment could weigh on its net income performance for longer than expected, according to Deutsche Bank Research analyst Jessie Xu in a note. \"As the competition has intensified in July, we believe the short-term pain may last longer than expected,\" Xu says. Market leader Meituan is investing heavily in instant shopping and rolling out \"free meal\" coupons on Saturdays, Xu points out. DB forecasts JD's 2Q adjusted earnings at 4.4 billion yuan, sequentially picking up to 7 billion-8 billion yuan in 3Q and 8 billion-9 billion yuan in 4Q. DB keeps a buy rating and lowers its target price for JD to HK$173.00 from HK$204.00. Shares closed at HK$124.70. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"JD":"京东"},"translate_title":"京东的食品配送投资可能会比预期更长时间地影响净利润——市场传言","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JD":1},"content_text":"0840 GMT - JD.com's food delivery investment could weigh on its net income performance for longer than expected, according to Deutsche Bank Research analyst Jessie Xu in a note. \"As the competition has intensified in July, we believe the short-term pain may last longer than expected,\" Xu says. Market leader Meituan is investing heavily in instant shopping and rolling out \"free meal\" coupons on Saturdays, Xu points out. DB forecasts JD's 2Q adjusted earnings at 4.4 billion yuan, sequentially picking up to 7 billion-8 billion yuan in 3Q and 8 billion-9 billion yuan in 4Q. DB keeps a buy rating and lowers its target price for JD to HK$173.00 from HK$204.00. Shares closed at HK$124.70. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 16, 2025 04:40 ET (08:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}