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<Research>G Sachs Expects 10-11% GMV Growth in 2025 618 Festival, Prefers JD/ KUAISHOU
Goldman Sachs released a research report saying that China's e-commerce sector performed steadily during the 2025 618 shopping festival, and expecting GMV (before returns)to gr...
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<Research>G Sachs Expects 10-11% GMV Growth in 2025 618 Festival, Prefers JD/ KUAISHOU
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Goldman Sachs released a research report saying that China's e-commerce sector performed steadily during the 2025 618 shopping festival, and expecting GMV (before returns)to grow by approx. 10-11%, with a 15% growth in parcel volume from 12 May to 15 June.

Goldman Sachs suggested adopting a more defensive sub-sector allocation strategy due to weaker profit prospects for e-commerce platforms in 2Q25, prioritizing games, mobility and internet verticals. In the e-commerce sector, the broker preferred JD-SW (09618.HK)  -1.800 (-1.433%)    Short selling $683.61M; Ratio 30.043%   and KUAISHOU-W (01024.HK)  +0.750 (+1.329%)    Short selling $236.62M; Ratio 19.267%   , both rated at Buy.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-20 16:25.)

Related NewsJPM: JD-SW (09618.HK) to Temporarily Endure Losses for Sustained Growth in Food Delivery Biz

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