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E-Commerce China Dangdang Inc. Message Board

  • afewminutes21 afewminutes21 May 11, 2014 3:39 PM Flag

    Order Size

    DANG should report at least 10 Million Active Customers for Q1 (8,9 million Q4) and if they all ordered something in addition to books this time around we may be looking at some impressive revenue (up from 326 million Q4) AND if DANG spent less on warehouses and their distribution network then profit (3.6 million, 0.04 EPS Q4) might actually be impressive enough to chase shorts away and start drawing in some long investors. Thursday could be the beginning of the Big Turnaround and that delicious 20 times pps that VIPS demonstrated last year that DANG missed out on. 200 bucks a share by next Spring Bang Zoom Cha Cha Cha and how do you do today sir.

    Sentiment: Strong Buy

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    • 10 million may be a bit light..

      In the three months to December, the Beijing-based business reported net income of 4 cents a share. Analysts surveyed by Thomson Reuters had forecast a net loss of 7 cents a share.

      "Dangdang returned to profitability in the fourth quarter of 2013. This reflects our commitment to improve our financial performance and solid execution of our strategies to transform Dangdang from an online bookstore into an integrated online shopping mall targeting mid-to high-end consumers," said executive chairwoman Peggy Yu Yu in a statement.

      Revenue of $325.7 million was 25.7% higher than a year earlier and beat consensus by $9.9 million. Active customers rose 18% year over year to 8.9 million.

      For the first quarter ending March, the company expects revenue of around $282.8 million, well over analyst expectations for $255.88 million.

      Sentiment: Strong Buy

      • 1 Reply to placesontherun37
      • Hmmmmm...let's see..from the company's earnings PRs..

        1Q to 2Q 2013....

        "...Dangdang had approximately 7.6 million active customers including approximately 2.4 million new customers in the second quarter of 2013, representing a 28% and 35% increase from the corresponding period in 2012...."

        2Q to 3Q 2013..

        "...Dangdang had approximately 8.4 million active customers including approximately 2.9 million new customers in the third quarter of 2013, representing 21% and 19% increases, respectively, from the corresponding period in 2012...."

        3Q to 4Q 2013..

        "...Dangdang had approximately 8.9 million active customers including approximately 3.1 million new customers in the fourth quarter of 2013, representing 18% and 21% increases, respectively, from the corresponding period in 2012..."

        --------------------------------------------

        So, 7.6M to 8.4M....up 10.526%

        Then..

        8.4M to 8.9M....up 5.9552%...

        So let's say a 9% gain for the period running from 12/31/13 through 3/31/14..

        gives an imputed figure of:

        9.7M..

        So, you do seem to be at the high end of the mark...with your guess of 10M...that would be a very good result, up over 12%...I was a bit too optimistic...but a 10% q over q net active customer gain for DANG for the first quarter '14, ending 3/31/14, sure would be fine indeed...DANG has way more active customers than VIPS, but, it is apparent that VIPS is getting much higher q over q growth, revenue, eps, than DANG is...and it is milking more RMB per active customer as well..

        However, if DANG can narrow this gap between it and VIPS, and it and YY, appreciably, this stock has a long way to run, UP!

        Sentiment: Strong Buy

    • 8.9 million active customers

      Sentiment: Strong Buy

 
DANG
8.90+0.09(+1.02%)Apr 21 4:01 PMEDT