JD.com: Navigating Growth Challenges!
Posted inFinancials Analysis

JD.com: Navigating Growth Challenges!

November 14, 2024
JD.com TLDR; Strong direct sales model ensuring product authenticity. Robust logistics network. Proven ability to expand margins. Strong performance in electronics and appliances categories. Recent weak revenue growth. Dependence on Chinese market conditions. Potential benefits from government consumption stimulus. Trade-in programs for consumer durable goods. Expansion into new product categories or services. JD.com Q3 FY24 ... Read more
Alibaba: Undervalued Technically But Not Politically
Posted inAnalysis

Alibaba: Undervalued Technically But Not Politically

May 22, 2024
TLDR; Undervalued based on financial metrics. Track record of CCP on anti-globalization and dismantling Deng Xiaoping’s economic reforms. Politicians are actively discouraging the leadership of the company from rewarding (foreign) shareholders. Uncertain long shot on economic policies pursued by China as its almost impossible to foresee political risks, and it would be best to stay ... Read more
Starbucks: Brewing Coffee Dominance?
Posted inAnalysis

Starbucks: Brewing Coffee Dominance?

May 8, 2024
TLDR; When it was cheap to get loans (3.6% Interest), company borrowed a lot of money for growth to open up more stores across globe, which was great a move. Global avg ticket size : Starbucks($7.85), Dunkin'($4.22), McDonald's($5.20) and Luckin Coffee($2.17) High interest environment is restricting consumers with discretionary spends. Diversify more stores outside US. ... Read more