SHANGHAI, China, Aug. 14, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada” or the “Company”), China’s leading local on-demand retail and delivery platform, today announced that it will release its unaudited financial results for the second quarter ended June 30, 2024, on Tuesday, August 20, 2024, after the close of U.S. markets. The Company will host a conference call to discuss the earnings at 9:30 p.m. Eastern Time on Tuesday, August 20, 2024 (9:30 a.m. Beijing time on Wednesday, August 2 ...

交银国际研究 公司更新 互联网 2024 年 7 月 19 日 收盘价 目标价 潜在涨幅 美元 1.33 美元 1.70↓ +27.8% 达达集团 (DADA US) 2 季度业绩预览:快送业务表现优异,京东场域结合仍未大规模变现 2024 年 2 季度业绩预览:我们预计收入 23 亿元(人民币,下同),与彭 博市场预期基本一致,同比下降 12%,下调 4 个百分点主要因京东到家广 告收入低于预期,达达快送/京东到家收入分别同比+44%/-46%(Visible Alpha 一致预期+40%/-41%);经调整净亏损 1.7 亿元,对应亏损率 7.4%, 对比彭博市场预期亏损 1.9 亿元。 分业务线来看,2 季度:1)达达快送:我们预计收入 14 亿元,同比增 44% ,上调4个百分点,得益于持续渗透KA客户获取市场份额,带动同城 配送单量增加。2)京东到家:我们下调收入预测 14%,因广告收入低于 预期。预计京东到家收入同比降 46%至 8.7 亿元,降幅高于 1 季度,主要 受低效业务渠道清理及战略变化如广告系统/资源向京东 app 倾斜影响。2 季度将是业务调整影响最大的季度,我们预计下半年降幅有所收 ...

somethingway/E+ via Getty Images Dada Nexus (NASDAQ:DADA) is a Chinese small cap capitalizing on the digitalization of retailers. It owns two segments: Dada Now, a cost-efficient crowdsourcing delivery platform, and JD Now's ecosystem, which allows retailers to better manage their warehouses and customers. They work together closely with the JD Group and are backed by Walmart. Recently, a potential fraud case was brought to light by an audit, depressing the share price by another 50%, bringing the total ...

SHANGHAI, May 30, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ:DADA, "Dada", the "Company", or "we"))), China's leading local on-demand retail and delivery platform, today released its 2023 ESG report, sharing progress and demonstrating its commitment to creating a more sustainable future. The report details Dada's key initiatives and development in ESG efforts surrounding shareholders, users, partners, employees, riders, and community. To view the report in full, please visit the ESG section on the ...

SHANGHAI, May 30, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada”, the “Company”, or “we”), China’s leading local on-demand retail and delivery platform, today released its 2023 ESG report, sharing progress and demonstrating its commitment to creating a more sustainable future. The report details Dada’s key initiatives and development in ESG efforts surrounding shareholders, users, partners, employees, riders, and community. To view the report in full, please visit the ESG section on the C ...

报告公司投资评级 - 报告给予达达集团中性评级 [5] 报告的核心观点 - 2024年公司仍然处于业务调整期,预计全年收入同比下降5% [1] - 达达快送收入增速达到35%,高于2023年,京东秒送收入将下降30%,主要受到渠道调整叠加公司业务战略调整 [1] - 2季度或将是业务调整影响最大的季度,预计2季度京东秒送收入降幅或高于1季度,公司整体收入预计下降9% [1] - 公司将继续在用户体验方面投入,预计全年亏损7.5亿元,净利润率-7.6% [1] 财务数据总结 收入 - 2024年公司收入预计为99.43亿元人民币,同比下降5.4% [7] - 达达快送收入预计为54.21亿元,同比增长35% [4] - 京东到家收入预计为45.22亿元,同比下降30% [4] 利润 - 2024年公司预计亏损13.31亿元,净利润率-13.4% [7] - 调整后净利润预计亏损7.53亿元,净利润率-7.6% [1] 其他财务指标 - 2024年每股亏损2.89元 [7] - 2024年市盈率为负值 [7] - 2024年每股账面净值为18.78元 [7]

分组1 - 公司近期正式升级品牌为JD NOW,致力于为消费者提供优质商品和快捷配送,并建立可持续的平台生态系统 [8][9] - JD NOW在JD App上的主要入口包括JD NOW标签、搜索曝光和首页入口,未来还将推出JD NOW专区,显示JD.com给予的大量流量支持 [55][57] - 公司正在不断优化用户界面和运营能力,提升用户体验,包括进一步升级配送服务和全面推出免运费活动 [42][43][44][45] - 公司正在扩大供应商覆盖,提升产品价格竞争力,改善供应能力,包括门店覆盖、价格、库存、内容和服务等方面 [43][44] 分组2 - JD NOW在JD App上的用户渗透率和订单量仍有较大提升空间,公司将持续投入提升用户体验 [58] - Dada Now作为领先的即时配送平台,将继续专注于连锁商户业务,提升市场份额和盈利能力 [46][47] - 公司正在优化JD NOW的收入结构,短期内可能会面临一些挑战,但长期来看有助于实现高质量增长 [49][50][51][52][53] 问答环节重要的提问和回答 问题1 **Thomas Chong 提问** 询问JD NOW和Dada Now在2024年的业务趋势,以及JD NOW在JD App上的进展和与JD的协同 [39] **Bing Fu 回答** 1) JD NOW将专注于高质量增长,在需求和供给两端采取多项措施提升用户体验和渗透率 [40][41][42][43][44][45][46][47][48] 2) Dada Now将继续专注于连锁商户业务,提升市场份额和运营效率 [46][47] 3) JD NOW已全面融入JD生态,在JD App上的各个入口进行优化升级,未来还将推出JD NOW专区,显示JD的大力支持 [55][56][57][58] 问题2 **Lei Zhang 提问** 询问宏观消费趋势及其对公司业务的影响,以及公司在提升用户体验方面的措施 [60] **Bing Fu 回答** 1) 整体消费意愿持续恢复,公司作为即时配送平台具有天然优势,并通过优化价格竞争力等措施进一步提升 [61][62][63] 2) 公司在JD NOW方面持续优化产品功能、提升配送效率、实施免运费活动等,以提升用户体验和渗透率 [64][65][66][67][68]

SHANGHAI, China, May 15, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ:DADA, "Dada", the "Company", or "we"))), China's leading local on-demand retail and delivery platform, today announced its unaudited financial results for the first quarter ended March 31, 2024. "We are pleased to announce that our on-demand retail service has been upgraded to JD NOW, aiming to bring quality goods to consumers at top-notch speeds. With the introduction of the new brand, we have entered a new chapter with a focus on ...

SHANGHAI, China, May 15, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada”, the “Company”, or “we”), China’s leading local on-demand retail and delivery platform, today announced its unaudited financial results for the first quarter ended March 31, 2024. “We are pleased to announce that our on-demand retail service has been upgraded to JD NOW, aiming to bring quality goods to consumers at top-notch speeds. With the introduction of the new brand, we have entered a new chapter with a focus on ...

SHANGHAI, China, May 10, 2024 (GLOBE NEWSWIRE) -- Dada Nexus Limited (NASDAQ: DADA, “Dada” or the “Company”), China’s leading local on-demand retail and delivery platform, today announced that it will release its unaudited financial results for the first quarter ended March 31, 2024, on Wednesday, May 15, 2024, after the close of U.S. markets. The Company will host a conference call to discuss the earnings at 9:30 p.m. Eastern Time on Wednesday, May 15, 2024 (9:30 a.m. Beijing time on Thursday, May 16, 2024 ...