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 role does Alibaba's ecosystem play in its competitive advantage?

In what ways are JD and Alibaba competing during the 618 shopping festival?

How might a second wave of COVID-19 impact online sectors compared to the first wave?