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<Research>CICC: JD-SW (09618.HK) Rating Kept at Outperform; Profit Beats on Solid Retail Performance/ Narrowed Losses from Food Delivery
CICC published a research report forecasting JD-SW (09618.HK)(JD.US)'s 3Q25 revenue to increase by 14% YoY to RMB297.1 billion, and non-GAAP net profit to decline by 67% YoY to...
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<Research>CICC: JD-SW (09618.HK) Rating Kept at Outperform; Profit Beats on Solid Retail Performance/ Narrowed Losses from Food Delivery
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CICC published a research report forecasting JD-SW (09618.HK)  -0.900 (-0.698%)    Short selling $390.83M; Ratio 29.396%   (JD.US)      's 3Q25 revenue to increase by 14% YoY to RMB297.1 billion, and non-GAAP net profit to decline by 67% YoY to RMB4.3 billion, higher than CICC's previous expectations, corresponding to a non-GAAP net profit margin of 1.5%.

The broker anticipated that JD-SW's 3Q25 revenue growth in electronic categories will slow down, but daily necessities will continue to maintain a relatively fast growth rate. The solid profit margin for retail business and better-than-expected food delivery losses may drive 3Q25 net profit to beat prior predictions.

Related NewsDaiwa Hikes JD-SW (09618.HK) TP to $205, Reaffirms Buy Rating
Considering the recent lower-than-expected new business losses, CICC raised its 2025 adjusted net profit forecast for JD-SW by 1.8% to RMB27.5 billion, and maintained its 2026 profit forecast at RMB38.4 billion.

Therefore, the broker kept rating/ target price for JD.com (JD.US)      at Outperform/ US$41, corresponding to an 11x adjusted PE ratio for 2026 and a 28.7% upside.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-10-16 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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