JD.com a Good Stock in the Long-Run: Morningstar’s Tam

The video discusses the revitalization of Hong Kong's IPO market, highlighting the shift of companies from the US to Hong Kong due to dual class structures. It compares JD and Alibaba, noting Alibaba's undervaluation and recovery post-COVID-19. The 618 shopping festival's impact on e-commerce is analyzed, with intense competition among JD, Alibaba, and Pinduoduo. The potential effects of a second COVID-19 wave on online sectors, particularly gaming, are considered, with expectations of less impact than the first wave.

What is one reason for the increased number of companies listing in Hong Kong?

• Better infrastructure in Hong Kong

• Risks associated with US listings

• Higher investor interest in Hong Kong

• Lower taxes in Hong Kong

Which company is considered to have faster revenue growth in the e-commerce sector?

• Pinduoduo

• Alibaba

• JD

• Tencent

What is the main focus of JD during the 618 shopping festival?

• Launching new products

• Clearing inventory

• Expanding market share

• Increasing brand partnerships

How do companies like Alibaba compete during the 618 shopping festival?

• By increasing advertising spend

• By launching new product lines

• By providing subsidies and discounts

• By offering free shipping

What is a potential impact of a second wave of COVID-19 on the online sector?

• Decreased interest in gaming

• Valuation gains for stay-at-home stocks

• Reduced online activity

• Increased offline sales

Which sector is likely to benefit if people have to stay home due to a second wave?

• Retail

• Transportation

• Hospitality

• Internet sectors

What was a significant factor during the first wave of COVID-19 that might not be as impactful in the second wave?

• Increased testing

• More government support

• Longer lockdown periods

• Higher online sales