08/20/2024, 12:44 PM UTC
京东:利润扩张与股票回购热潮支撑深度价值论JD.com: Profit Expansion And Buyback Bonanza Support Deep Value Thesis
1、京东报告了强劲的第二季度业绩,利润显著超过分析师预期,导致股价上涨超过15%。2、公司在2024年上半年回购了约33亿美元的股票,占流通股的约7%。3、管理层目标实现高个位数的利润率,可能产生每年100-110亿美元的净利润,呈现深度价值机会。1. JD.com reported strong Q2 earnings, significantly beating analyst estimates on profitability, leading to a >15% surge in share price. 2. The company repurchased approximately $3.3 billion in shares in H1 2024, representing around 7% of outstanding shares. 3. Management aims for a high-single digit profit margin, potentially generating $10-11 billion in annual net earnings, presenting a deep value opportunity.
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