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JD.com-backed delivery platform Dada Nexus lines up for a US stock sale even as bitter aftertaste of Luckin Coffee’s scandal lingers

  • The on-demand-delivery company could raise about US$500 million in the listing, Bloomberg News reported
  • Dada Nexus, which merged with JD’s JD Daojia unit in 2016, has failed to generate an annual profit since its founding in 2014

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A delivery driver sorts parcels outside a JD.com warehouse in Shanghai on March 29, 2020. Photo: Bloomberg
Chad Bray
Dada Nexus, a Chinese crowdsourced on-demand delivery and retail platform backed by e-commerce giant JD.com, has filed for an initial public offering (IPO) in the United States according to a regulatory filing, shrugging off concerns about Chinese listings following recent accounting scandals at Luckin Coffee and two other Chinese companies.

The listing could raise about US$500 million, making it one of the biggest IPOs by a Chinese company this year, Bloomberg News reported, citing people familiar with the matter.

The IPO is scheduled for later this year on Nasdaq, with proceeds from the listing going toward investments in technology, research and development and to increase the user base of the unprofitable company, according to a term sheet seen by the South China Morning Post. Goldman Sachs, BofA Securities and Jefferies are serving as underwriters on the offering, according to a filing with the Securities and Exchange Commission.

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A picker at a mainland Chinese Walmart store gets orders ready for a JD Daojia one-hour fresh grocery delivery. Photo: Walmart
A picker at a mainland Chinese Walmart store gets orders ready for a JD Daojia one-hour fresh grocery delivery. Photo: Walmart

Four years ago, JD merged its JD Daojia unit with Dada Nexus and provided US$200 million in cash to Dada Nexus, receiving about 47 per cent of the combined company’s equity. JD exercised a warrant to acquire additional shares in the company in 2017 and invested a further US$180 million in its preferred shares in 2018.

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Dada Nexus, which is based in Shanghai, operates JD-Daojia, an on-demand retail platform, and Dada Now, a crowdsourced delivery platform, in China. The company’s first-quarter revenue more than doubled to 1.1 billion yuan (US$155 million), from 526.5 million yuan in the same period in 2019, according to the SEC filing. The company has not earned an annual profit since its founding in 2014, and reported a net loss of 2.46 billion yuan in 2019.

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