BABA.N-Morgan Stanley-China E-CommerceEducationOnline Verticals Where Are We Tr...-107695197
China E-Commerce/Education/Online Verticals Where Are We Trading Now #26: JD Preview/RTI, BABA
报告摘要
China E-Commerce/Education/Online Verticals Where Are We Trading Now #26: JD Preview/RTI, BABA
报告信息
- 文件全名
- 《BABA.N-Morgan Stanley-China E-CommerceEducationOnline Verticals Where Are We Tr...-107695197.pdf》
- 适合读者
- 核心数据
- JD 1Q24 Preview: We model JD's 1Q24 total/JDR revenue to grow 6.7%/6.1% yoy;
- and we model 1Q24 JDR OPM at 4.40% (-24bp yoy) and group-level non-GAAP NPM
- at 2.86% (-26bp yoy). JD maintains its 2024 full-year guidance of total GMV/revenue
- and JDR revenue to outpace China's total retail sales in 2024 (6% yoy, per
- our calculations, JD's share repurchase amount accounted for ~11% of JD's trading
- 核心议题
常见问题
《BABA.N-Morgan Stanley-China E-CommerceEducationOnline Verticals Where Are We Tr...-107695197》主要包含哪些内容?
China E-Commerce/Education/Online Verticals Where Are We Trading Now #26: JD Preview/RTI, BABA核心数据:JD 1Q24 Preview: We model JD's 1Q24 total/JDR revenue to grow 6.7%/6.1% yoy;;and we model 1Q24 JDR OPM at 4.40% (-24bp yoy) and group-level non-GAAP NPM;at 2.86% (-26bp yoy). JD maintains its 2024 full-year guidance of total GMV/revenue。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 14。
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这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了管理咨询等议题。
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