JD Tshaj Tawm Q4 Cov txiaj ntsig nyiaj txiag

JD.com Q4 Cov Nyiaj Tau Los Txheej Txheem

JD.com (JD US, 9618 HK) tshaj tawm Q4 cov txiaj ntsig nyiaj txiag tom qab Hong Kong kaw / ua ntej US kev lag luam qhib. Peb paub tias Q4 yuav nyuaj npaum li qhov tsis muaj COVID qhov kawg ua rau muaj kev sib kis thoob plaws Suav teb. Kev tswj hwm tau ua haujlwm zoo rau kev taug kev ib puag ncig macro complex, txiav cov nqi, thiab txiav kev nqis peev uas tsis muaj txiaj ntsig, tso cai rau lub tuam txhab them nyiaj faib rau cov tswv lag luam. Cov nyiaj tau los tsis tshua muaj cov kws tshuaj ntsuam xyuas, ua rau cov xov xwm hais tias "JD Misses" yog qhov tsis txaus ntseeg, tshwj xeeb tshaj yog cov nyiaj tau los hloov kho thiab EPS yeej qhov kev cia siab. Ib tug yuav tsum nco ntsoov cov nyiaj noj qab haus huv zoo heev uas tsim los ntawm kev lag luam. Q&A nrog cov kws tshuaj ntsuam xyuas tau tsom mus rau lub tuam txhab tshaj tawm cov nqi luv nqi / kev pab cuam thiab seb puas muaj kev ua tsov rog nqi yuav tawg tawm ntawm cov tuam txhab e-commerce. Cov lus teb yog tus qauv zoo nkauj, vim tias kev tswj hwm tsis tau muab xim rau ntawm 2023 qhov kev xav uas tsis yog hais txog lub tuam txhab lub hom phiaj ntawm kev ua tiav cov neeg siv khoom xav tau tus nqi zoo thiab raws sijhawm.

• Cov nyiaj tau los nce +7% xyoo dhau los rau RMB 295.4B ($ 42.4B) vs kwv yees 295.5B ($ 42.5B) thiab Q3 2022's RMB 275B ($ 39.5B)
• Kho Net Cov Nyiaj Tau Los RMB 7.659B ($ 1.1B) piv rau kwv yees 5.494B ($ 790M) thiab Q3 2022's RMB 3.6B ($ 520M)
• Kho EPS RMB 4.81 ($ 0.69) piv rau kwv yees RMB 3.541 ($ 0.51) thiab Q3 2022's RMB 2.21 ($ 0.32)

Xov Xwm Tseem Ceeb

Kev lag luam nyiaj txiag hauv Asia tau qis dua tshwj tsis yog Nyij Pooj ib hmos raws li Asia duas index tau tshaj tawm qhov hloov pauv James Bond -0.07% thiab Tuam Tshoj tus renminbi -0.09% ntawm ntau Fed hikes.

Tuam Tshoj thiab Hong Kong bounced nyob ib ncig ntawm chav tsev nyob rau hauv lub volatile intra-hnub viav vias uas tau tsav los ntawm lub teeb ntim tab sis lawv poob rau hauv qhov chaw tsis zoo nyob rau thaum xaus ntawm hnub trading. Hnub poob yog txawm tias Lub Ob Hlis CPI ntawm 1% piv rau kev cia siab ntawm 1.9% thiab Lub Ib Hlis 2.1% thiab PPI -1.4% piv rau kev cia siab ntawm -1.3% thiab Lub Ib Hlis -0.8%.

Lub Hang Seng Index tsis tuaj yeem tuav 20k qib, kaw -0.63% ntawm 19,925, thaum Hang Seng Tech kaw -1.46% nrog Hong Kong cov lag luam hnyav tshaj Tencent -2.69%, Alibaba HK -1.46% thiab Metiuan -1.9%. Ntxiv nrog rau cov nyiaj daus las hauv Teb Chaws Asmeskas lub zog ua rau muaj kev pheej hmoo tawm ntawm kev xav, kev hais lus nom tswv txuas ntxiv txawm tias peb yuav tsum tiv thaiv nws. Hauv kev qhia txog kev ua lag luam tam sim no, Hong Kong Txauv rov tso tawm cov tuam txhab ntxiv rau Southbound thiab Northbound Stock Connect raws li qhia peb, "hav, qhov no yog qhov loj." Hong Kong EVs feem ntau tawm tsawg dua BYD +0.74% txawm tias Hubei xeev tshaj tawm kev txhawb nqa tsheb tshiab. Cov neeg ua lag luam hauv av yog cov neeg lag luam tseem ceeb ntawm Hong Kong cov khoom lag luam rau $ 759mm ib hmos.

Tuam Tshoj Mainland tau muaj kev sib tham tsis zoo txawm hais tias qhov dav / cov neeg ua ntej piv rau cov neeg poob qis tau sib npaug ntau dua piv rau Hong Kong. Lub Rooj Tswjhwm Saib STAR tau tswj hwm qhov nce me me raws li cov khoom siv hluav taws xob hauv tsev yuav dhau los ua qhov tseem ceeb ntxiv vim tias Netherlands pab Asmeskas kev siv zog los txwv cov khoom xa tawm siab kawg. Ib qho kev qhia meej / kev kho ntawm kev hloov pauv nyiaj txiag tau hais nag hmo raws li tus tswj hwm kev lag luam thiab kev tuav pov hwm yuav dhau los ua Lub Xeev Kev Tswj Xyuas Nyiaj Txiag thiab Kev Tswj Xyuas Nyiaj Txiag tshiab (SAFR) thiab tsis yog ib feem ntawm CSRC, Tuam Tshoj SEC. Thov txim. Ua tsaug ntau rau cov uas ncav tes tawm, uas yog ib qho kev ceeb toom; ib txwm xav tias dawb mus cuag!

Hang Seng thiab Hang Seng Tech poob -0.63% thiab -1.46% ntawm ntim -12.38% los ntawm nag hmo, 82% ntawm 1-xyoo nruab nrab. 93 cov khoom lag luam tau nce siab, thaum 405 tsis kam. Main Board short turnover poob -21.12% los ntawm nag hmo, 82% ntawm 1-xyoo nruab nrab, raws li 17% ntawm turnover yog luv turnover. Tus nqi tseem ceeb tshaj qhov ua tau zoo ntawm kev loj hlob raws li lub kaus mom loj "outperformed" me me caps. Tag nrho cov kev lag luam tau poob qis, nrog cov vaj tsev ntawm 2.67%, kev siv hluav taws xob ntawm 2.54%, thiab cov khoom siv ntawm 2.38%. Qhov zoo tshaj plaws sub-sector yog telecom, thaum software, kev pabcuam kev lag luam, thiab cov ntaub ntawv yog qhov phem tshaj. Southbound Stock Connect ntim tau teeb raws li cov tub ua lag luam hauv av tau yuav $ 759mm ntawm Hong Kong cov khoom lag luam, nrog Tencent thiab Meituan yog cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw -0.22%, -0.07%, thiab +0.34% ntawm ntim +4.94% los ntawm nag hmo, 83% ntawm 1-xyoo nruab nrab. 2,214 cov khoom lag luam tau nce siab, thaum 2,414 cov khoom lag luam tsis kam. Kev loj hlob yam tseem ceeb tshaj qhov muaj nuj nqis, thaum lub kaus mom me me dua lub kaus mom loj. Lub zog thiab thev naus laus zis tsuas yog cov haujlwm zoo, +1.07% thiab +0.45%, thaum txiav txim siab -0.84%, nyiaj txiag -0.64%, thiab kev lag luam -0.52%. Cov sub-sectors saum toj kawg nkaus yog kev lag luam marine, telecom, thiab computer hardware, thaum maus taus, tsev noj mov, thiab kev kawm yog qhov phem tshaj. Northbound Stock Connect ntim tau lub teeb / nruab nrab raws li cov tub ua lag luam txawv teb chaws muag - $ 599mm ntawm cov khoom lag luam hauv av loj. CNY tau tawm -0.04% piv rau US duas kaw ntawm 6.96. Cov nyiaj tau txais txiaj ntsig tau sib sau ua ke thaum Shanghai tooj liab thiab hlau tau tshaj tawm cov txiaj ntsig me me.

Yav Tom Ntej Webinar

Koom nrog peb hnub Thursday, Lub Peb Hlis 23rd thaum 11 teev sawv ntxov EST rau peb qhov webinar:

Managed Futures - Ib Txoj Kev Ua Raws li Rhiav

Nyem no mus sau npe

Hmo Kawg Ua Yeeb Yam

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY rau USD 6.96 piv rau 6.93 nag hmo
• CNY rau EUR 7.36 piv rau 7.36 nag hmo
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.88% piv rau 2.90% nag hmo
• Tos ntawm 10-xyoo Tuam Tshoj Kev Tsim Kho Nyiaj Txiag Nyiaj 3.06% tiv tiag 3.09% nag hmo
• Tus Nqi Tooj Liab + 0.51% dhau ib hmo
• Steel Nqe +0.12% thaum hmo ntuj