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Dada Nexus Limited (DADA)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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36.63+1.17 (+3.30%)
As of 12:25PM EST. Market open.
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  • J
    Julius Caesar - Renaissance
    Dada's advanced delivery pick up system:
  • d
    dumb ups system
    DADA should be at $100, no questions about it
  • J
    Julius Caesar - Renaissance
    Dada Nexus major contributor to growth is JD. JD is a fast growing E-commerce (faster than Alibaba). I buy Dada Nexus to play into that growth, plus Dada Nexus offers direct logistics to a lot of different players including Unilever, Pagoda, Walmart. The lower tier cities are growing at a higher rate, some cities show growth above 200%. Going forward economies of scale should reduce cost and their brand will be more recognized over time. 1 hour delivery is a strong advantage and integrates well with JD.
  • J
    Julius Caesar - Renaissance
    There will be a quarterly report out soon it will look something like this:
    +50% revenue QoQ/+100% revenue YoY, margins slowly improving.
    Projection is profitable by 2022. If they can keep expanding at current rate value will eventually be very compressed.
  • J
    Julius Caesar - Renaissance
    https://ir.imdada.cn/
    Dada nexus investor relation link. The more businesses that join Dada Nexus over time the faster the growth can become over time. For many businesses this is an easy way to get 1 hour delivery and adds to the competitive advantage of businesses. You ordered a new phone? Next hour you can use.
  • J
    Julius Caesar - Renaissance
    Baillie Gifford & Co reports 760.75% increase in ownership of DADA / Dada Nexus Limited - 13F, 13D, 13G Filings - Fintel.io
    fintel.io
  • F
    Fazil
    100$ at the and of year
  • J
    John
    People did not get to know that the company has close to $1 billion in cash.
  • B
    Benjamin
    Dada completed 1bn deliveries in 12 months ending 9/30. That's about 2.74mn deliveries per day. On singles day, 11.11, they said they did over 10mn deliveries in one day and over 1mn in the first 2 hrs of the day. Huge number right? Well, in an article that was recently released, they said their 12.12 shopping day they did double the amount delivered on 11.11 (20mn in a day) and when Aurora Mobile announced it's partnership with Dada on 1/12/21 they said the platform is delivering 10mn packages per day on average now. There is a reason they forecasted 50% growth in Q4 vs Q3. My guess is they exceed that figure and continue their ramp up through 2021. They are signing up additional retailers as fast as possible to diversify revenue away from JD/Walmart and that has been working. They've also shown they can get margin expansion. My model has 2021 revenue at over 10bn RMY, which is $1.6bn USD. In 12 months if they are trading at 11x trailing revenue or 8x projected they will be trading around $14.4bn, which is about 50% above today's price. That is 12 months. If you look out 36, I think they are at 30bn market cap.
  • W
    WorldWasFlat
    Chinese new year just three weeks out. My good friends say they are unable to travel much because of fear of huge second wave. So, the gifts are being shipped. Fundamentally, business is getting benefitted. Right place, right time. BOL :)
  • A
    Anonymous
    BIG NEWS: DADA appoints new board member: Rui Yu, the CEO of JD Logistics. That's huge.
  • A
    Alex
    When is ER?
  • F
    Fazil
    great stock
  • J
    Julius Caesar - Renaissance
    Hedgefunds be like [buy 33]
    sell [47]
  • S
    Samarth
    $JD conversation
    Retail fair value is 100bln, stake in JD health valued at 35bln, JD logistics 33bln, JD digits 10bln, cash 17bln, investments in $DADA and Farfetch valued at 10bln. Total fair value = $207bln. This is about $134/share. Upside of at least 50% here. This is without any premium. Very very bullish.
  • F
    Fazil
    DADA headed to the moon next ernings will amazing

    $JD $BABA $NIO $XPEV
  • I
    IndigoBetaGeneration
    Looking at DoorDash market cap of $61 Billion, i believe we have a multi multi bagger on our hands with DADA
  • s
    stocktargetadvisor
    $DADA
    Initiated by CICC Research Outperform
  • J
    Julius Caesar - Renaissance
    Dada is growing revenue by trippled digits and will be profitable in 1 or 2 years. Going forward the rate at which the non tier 1 and tier 2 cities grow will eventually contribute to most of the growth. In some regions Dada managed to grow at 200% to 300% due to there being little logistic infrastructure.
    One hour on demand delivery and a big network and a good algorythm will make the business grow fast going forward. 33 to 35.50 is an excellent entry point.
  • C
    Cote deJone
    Express delivery is a very competitive market in China although the pie has been getting bigger. With COVID-19, home shopping and delivered take-out food have become a way of life for more and more people. The current leader is SF Express. Will DADA ever be profitable is a big question mark; its long term prospect is not clear to me. I would only trade this stock in a very short-term time frame, e.g. daytrade or so.
    Just my thoughts. Good Luck, Everyone!