Lost $93,000 on $JD.com(JD)$ this year following an A+ setup. ❌Monthly BX had just triggered a new bull cycle (55% win rate, 12–15 month rallies on average) and a whale bought 300k worth of Jan 2026 40C. I took the same calls, sized correctly… and they went basically to zero.If I had traded shares, I would’ve only lost ~15% when our exit criteria hit in December. The options amplified the loss, but here’s the key point:I lost $93K and I did not do anything wrong.-The setup met my rules.-Position sizing was correct.-I sold when the system said sell.-A+ setups fail. Whales are wrong. That’s part of trading any real system.-You’re only “wrong” when you:-Oversize-Ignore your exit criteria-Double down out of ego-Bag hold and pray-The moral:Losing money ≠
JD 4Q25 Preview: Home Appliance Headwinds Weigh on Near-Term Growth
Tiger Research team maintains a BUY rating on $JD.com(JD)$ but lowers the price target to US$35 (from US$40), as macro data point to near-term pressure on consumption—particularly in the home appliance category.Recent NBS data indicate a clear slowdown in retail momentum. Total retail sales growth decelerated to 2.9% YoY in October and 1.3% in November, down meaningfully from 3.0% and 3.4% in September and August. The pressure was most pronounced in household appliances, a key revenue and profit contributor for JD, with sales declining 14.6% YoY in October and 19.4% in November, versus +3.3% YoY in September. The weakness largely reflects a high base effect following the rollout of China’s national subsidy program in 4Q24.Against this backdrop, Tige
JD.com’s Q4 Revenue to Drop for First Time Since 2022 — Blame Last Year’s Subsidy Binge
$京东(JD)$$京东集团-SW(09618)$ JD.com is facing a rare quarterly revenue decline (-2.9% YoY in retail) — not because consumers abandoned it, but because China’s 2024 year-end appliance subsidy rush created an impossible comp. November appliance sales plunged 19.4% YoY. As the go-to platform for subsidy redemptions, JD bears the brunt. Adjusted net profit is expected to collapse to just RMB 1bn in Q4. But the balance sheet remains strong: RMB 75bn net cash, 3.6% dividend yield, and zero debt pressure. The story isn’t broken—it’s paused. All eyes are on 2026: if Beijing expands “two new” policies (appliances + EVs), JD’s premium positioning could shine again. (One Chart to Understand below 👇)
JD.Com Inc is a company principally engaged in the e-commerce business, including online retail and online marketplace mainly through its retail mobile apps and www.jd.com website (collectively, JD Platform). The Company operates its businesses through four segments. JD Retail segment, including JD Health, JD Industrials, and other components, mainly engage in online retail, online marketplace and marketing services in China. JD Logistics segment includes both internal and external logistics businesses. Dada segment is a local on-demand delivery and retail platform in China. New Businesses segment mainly include JD Property, Jingxi and overseas businesses. The Company mainly conducts its businesses in the domestic market and overseas markets.
12-31 13:00
Proposed Sale Of Securities
Form 144 | JD.com, Inc. Affiliate Zhang Pang proposes to sell 3,000 shares, with a total value of approximately $87,270.