Morgan Stanley Sees JD.com Beating Estimates--But Won't Turn So Bullish Yet

GuruFocus.com01-21

JD.com (NASDAQ:JD) is expected to pull off a solid quarter, smashing revenue and profit expectationsthanks to its trade-in program doing some serious heavy lifting. Morgan Stanley now sees revenue up ...

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Morgan Stanley now sees revenue up ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-sees-jd-com-165038722.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","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>Morgan Stanley Sees JD.com Beating Estimates--But Won't Turn So Bullish Yet</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\">\nMorgan Stanley Sees JD.com Beating Estimates--But Won't Turn So Bullish Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-21 00:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-sees-jd-com-165038722.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JD.com (NASDAQ:JD) is expected to pull off a solid quarter, smashing revenue and profit expectationsthanks to its trade-in program doing some serious heavy lifting. Morgan Stanley now sees revenue up ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-sees-jd-com-165038722.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772923.USD","symbol_name":"CPR Invest - Climate Action A2 Acc USD-H","start_time":0,"source_url":"https://finance.yahoo.com/news/morgan-stanley-sees-jd-com-165038722.html","article_id":"2505923521","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505923521","pubTimestamp":1737391838,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"JD.com  is expected to pull off a solid quarter, smashing revenue and profit expectationsthanks to its trade-in program doing some serious heavy lifting. Morgan Stanley now sees revenue up 10.5% year-on-year, blowing past the market's 6% forecast. Non-GAAP net profit?Looking ahead, Morgan Stanley forecasts 6.9% revenue growth for the yearagain, ahead of market estimateswith non-GAAP net profit hitting 50 billion yuan, up 6%. Margins are set to climb to 4.05%, showing JD.com is squeezing more out of every yuan. The strong report prompted analysts to bump up earnings estimates, proving that JD's trade-in strategy is paying off.Yet despite the beat, Morgan Stanley isn't ready to go all-in. The firm sticks to its \"in line with the market\" rating with a $41 price target. 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Morgan Stanley now sees revenue up 10.5% year-on-year, blowing past the market's 6% forecast. Non-GAAP net profit? 10.2 billion yuan, up 22%, pushing margins higher. But here's the catch: Analysts aren't ready to flip bullish just yet. The firm says it still needs proof that consumer sentiment is actually turning the corner before calling this a long-term win.\n\nLooking ahead, Morgan Stanley forecasts 6.9% revenue growth for the yearagain, ahead of market estimateswith non-GAAP net profit hitting 50 billion yuan, up 6%. Margins are set to climb to 4.05%, showing JD.com is squeezing more out of every yuan. The strong report prompted analysts to bump up earnings estimates, proving that JD's trade-in strategy is paying off.\nYet despite the beat, Morgan Stanley isn't ready to go all-in. The firm sticks to its \"in line with the market\" rating with a $41 price target. The big question: Can JD.com keep this momentum going in a still-shaky consumer environment? Until that answer is clear, investors are watching from the sidelines.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2505923521"}