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Hudson City Bancorp, Inc. Message Board

afewminutes21 119 posts  |  Last Activity: Dec 14, 2014 2:09 PM Member since: Oct 14, 2011
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  • afewminutes21 by afewminutes21 Dec 14, 2014 2:09 PM Flag

    Rick, do you have a list of predictions/hopes for POW next year?

    Sentiment: Strong Buy

  • 3rd Quarter Earnings Report releases tomorrow before the market opens, so today is your last chance to make a move based on how you think things will play out - big turnaround or business as usual? Take a look at 3rd Quarter Traffic data reported on Chinainternetwatch - for the month of August (middle of 3rd Quarter) DangDang's mobile shopping app showed the Number One Largest Increase in both Frequency of Use and Time Spent on the App compared to all of their competitors in China. The increase in downloads of DANG's mobile shopping app for the month of August was third best in China. And during the third quarter, DangDang's mobile traffic exceeded their desktop/PC traffic for the first time ever. And that's not to say that there was any problem with their desktop traffic; in fact, they beat VIPS pretty significantly in desktop traffic for the 3rd Quarter. You can check all of these facts by googling 7 CHARTS ON CHINA MOBILE SHOPPING and by googling DANGDANG MOBILE TRAFFIC Q3 and for the desktop data search for a post on this board titled "look at the traffic !!" by lazytrader1 and check out the link provided. As far as guidance in tomorrow's report is concerned, maybe DangDang will talk about their brand new logistics network, the largest one in the entire country, that they built and own entirely by themselves without debt - maybe they'll state that it will provide a significant new revenue source in coming quarters. Read about what they've built and why it's significant to China e-commerce by googling DANGDANG GALAXY TIANJIN, and by googling DANGDANG SPEED SERVICE DELIVERY and then google JACK MA DREAMING WAREHOUSES. And if someone would like to bust this post up into paragraphs as they did with one of my previous manifestos, be my guest. Good luck tomorrow.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Nov 23, 2014 6:38 PM Flag

    And if you're interested in DANG's 3rd Quarter Traffic stats, which may give some hints about what earnings are going to look like on Tuesday, google 7 CHARTS ON CHINA MOBILE, click on the first result and look at the third and fourth charts - DangDang's mobile shopping app showed the largest increases, out of all of China's mobile shopping apps, in frequency of use and time spent on the app for the month of August (middle of third quarter). Second chart shows DANG had the third highest increase in downloads of their mobile shopping app out of all Chinese mobile shopping apps for the month of August. Google DANGDANG TRAFFIC FROM MOBILE Q3 and look at the chinainternetwatch article reporting that DANG's mobile traffic has exceeded their desktop traffic for the first time. And DANG's desktop traffic significantly beat VIPS desktop traffic in the third quarter - you can check out that info by searching for lazytrader1 post "look at that traffic!" on this board and clicking the link he provided.

    Sentiment: Strong Buy

  • Yes, it's DangDang. And they did it without incurring "any debt to speak of", in the words of The Street website. How did DANG manage to build the largest e-commerce logistics network in China without racking up debt? They used their sales revenue, which is why they haven't reported a decent profit in years. And without showing a profit, not too many people have been interested in buying DANG stock. Now, a couple of points to consider:
    1. The logistics network is nearly complete and presumably will begin drawing revenue from other e-tailers in need of storage and delivery solutions (google JACK MA DREAMING WAREHOUSES for an article on how important and scarce logistics are in Chinese e-commerce).
    2. As construction wraps up, sales revenue will start adding to net earnings each quarter instead of being used to build warehouses.
    3. DangDang's sales have been steadily increasing.
    Do you think DANG is ready to see a surprise turnaround in earnings next year? If you want more info on DANG's logistics, start by googling DANGDANG GALAXY TIANJIN and then google DANGDANG SPEED SERVICE DELIVERY. And remember, 3rd Quarter earnings report is on Tuesday (the 25th).

    Sentiment: Strong Buy

  • Reply to

    DANG's Mobile Shopping App - 3Q Data

    by afewminutes21 Nov 20, 2014 1:54 PM
    afewminutes21 afewminutes21 Nov 20, 2014 3:39 PM Flag

    Duly noted - thanks

    Sentiment: Strong Buy

  • Out of all Chinese mobile shopping apps, DangDang's showed the greatest increase in user frequency and in the amount of time spent on the app for the month of August (middle of 3rd Quarter). If people keep going back to DANG and are spending more time there, do you think that might mean they are making more purchases? Also, DANG's mobile shopping app showed the third greatest increase in the number of downloads for the month of August. DANG's 3rd Quarter Mobile Traffic was impressive overall; in fact, their mobile traffic exceeded their desktop traffic for the first quarter ever. And desktop traffic has been great, too - they beat VIPS' desktop traffic significantly in the 3rd Quarter. Tuesday's 3rd Quarter earnings report (Nov 25) may surprise people who have been listening to last quarter's conference call instead of searching for new data. Don't take my word for it, check out the data by googling 7 CHARTS FOR CHINA MOBILE SHOPPING, then google 60% DANGDANG'S TRAFFIC FROM MOBILE, and search this board for a post titled "look at the traffic!" by lazytrader1 and use the link in that post to see the DANG vs VIPS data.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Nov 16, 2014 6:32 PM Flag

    Meeting is 2PM Beijing time, which is 1AM Eastern Standard Time - so less than 6 hours away!

    Sentiment: Strong Buy

  • Any announcements made tomorrow that are repeated in "the press", e.g. in Yahoo Finance or The Street or you name it, are likely to affect share price. What if DangDang management says that 3Q revenue was a huge surprise (exact numbers won't be released till the 25th, but they might release strong hints tomorrow, and all data on 3Q traffic suggests sales revenue increase is likely), or what if they say that they are about to monetize the massive logistics network they built (google DANGDANG GALAXY TIANJIN and google DANGDANG SPEED SERVICE DELIVERY) by partnering with other e-tailers that need warehouses and customer fulfillment machinery? Share price might blow up and not come back to current levels. Arm yourself with knowledge, read up and act accordingly.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Nov 15, 2014 4:16 PM Flag

    They (and every other e-tailer in China) are gonna need more warehouses and customer fulfillment solutions - google JACK MA DREAMING WAREHOUSES and google DANGDANG GALAXY TIANJIN and google DANGDANG SPEED SERVICE DELIVERY. Hopefully we'll see some companies partnering up with DANG to use their logistics network

    Sentiment: Strong Buy

  • Reply to

    DANG shareholders meeting Monday 17th

    by afewminutes21 Nov 10, 2014 4:19 PM
    afewminutes21 afewminutes21 Nov 14, 2014 4:20 PM Flag

    Monday is the big day - take some time this weekend to search some info about DANG that is not widely reported and could lead to surprises that will impress analysts and bring in more investors - after doing so, if you think DANG is too cheap, well, act accordingly before the meeting. Suggested topics:
    1) 3rd Quarter Traffic increases, which, if visitors are buying, would lead to higher revenue - google DANGDANG TRAFFIC FROM MOBILE, google 7 CHARTS ON CHINA MOBILE SHOPPING, and search this board for a post by lazytrader1 titled "look at that traffic!" for a link to data showing DANG's PC (non-mobile) traffic beat VIPS traffic significantly in the 3rd quarter.
    2) DangDang's massive logistics network, which they built and own debt free, now reaching completion and ready to generate revenue from logistics-starved e-tailers - google DANGDANG GALAXY TIANJIN, google DANGDANG SPEED SERVICE DELIVERY, and google JACK MA DREAMING WAREHOUSES
    3) DangDang's commitment to increasing their fashion-seeking customer base - google DANGDANG CHINA DESIGNERS FASHION PLATFORM and DANGDANG CASHMERE

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Nov 14, 2014 12:26 AM Flag

    China Internet Watch put up an article on the 12th titled "60% of DangDang's Traffic from Mobile in Q3 2014."
    And there's an article on hihuadu titled "Lynx's enemies split the double eleven part of the order" which is evidently translated from Chinese in a manner that I can't really decipher but there's a statement in there saying Dang's "orders increased 8-fold over last year." Google the titles of the articles if you'd like to read them.

    Sentiment: Strong Buy

  • Reply to

    Predictions...

    by congoisking Nov 13, 2014 10:25 AM
    afewminutes21 afewminutes21 Nov 13, 2014 2:44 PM Flag

    Do Alexa's numbers include customer traffic via DangDang's mobile shopping app? If you google 7 CHARTS FOR CHINA MOBILE and take a look at the first search result, the second, third, and fourth charts show that for the month of August there was a giant increase in the number of times DANG's app was uploaded, in the frequency of use of the app, and in the time spent on the app. I'm hoping that will translate into some unexpected 3rd Quarter revenue. And looking ahead, I'm hoping DANG didn't build all those warehouses just to hold the stuff they're selling, but also to rent out to other e-tailers in need of logistics, which will represent a growing revenue stream for DANG in coming quarters. I'd be interested in finding out if you agree.

    Sentiment: Strong Buy

  • Reply to

    DANG shareholders meeting Monday 17th

    by afewminutes21 Nov 10, 2014 4:19 PM
    afewminutes21 afewminutes21 Nov 12, 2014 6:13 PM Flag

    Five days left - if DANG plays up their new logistics network at this meeting, which features the largest warehouse on the continent of Asia and 45 satellite warehouses (they built it and own it, debt free), and talks about monetizing it, they are going to shock a ton of analysts who currently only view DangDang as just a minor Chinese e-tailer. Barely anyone will be expecting a new revenue stream feeding into DANG's earnings - add that to the revenue they won't be spending on construction of warehouses once they're completed, plus any increase in sales revenue, which seems likely given the increase in traffic to their site and use of their mobile shopping app, and we could see some massive upgrading next week. If you agree, get in while it's cheap, might be your last chance. For supporting info to the above statements, google DANGDANG GALAXY TIANJIN, google DANGDANG SPEED SERVICE DELIVERY, google JACK MA DREAMING WAREHOUSES, and for the mobile shopping app data google 7 CHARTS ON CHINESE MOBILE, choose the first search result, and scroll down to the third and fourth charts showing DANG outperformed everyone in the increase in user frequency and time spent on their app in the middle of the 3rd Quarter (August).

  • afewminutes21 afewminutes21 Nov 12, 2014 1:19 PM Flag

    agreed

    Sentiment: Strong Buy

  • Reply to

    DANG shareholders meeting Monday 17th

    by afewminutes21 Nov 10, 2014 4:19 PM
    afewminutes21 afewminutes21 Nov 11, 2014 3:20 PM Flag

    Less than a week, if you think news from the general meeting might send the stock price higher, get it while it's cheap.

    Sentiment: Strong Buy

  • And half the population of China isn't even online yet. No shortage of products, buyers, or sellers - the limiting factor to growth of e-commerce in China is storage space (warehouses) and delivery, i.e. logistics. DangDang saw this coming years ago and has been spending its online sales revenue to build a massive logistics network featuring the largest warehouse in Asia and 45 satellite warehouses. This network is just reaching completion - expect to see e-tailers paying DANG to supply them with logistics, which will represent a significant revenue stream that many investors are not expecting. For more info, google JACK MA DREAMING WAREHOUSES, google DANGDANG GALAXY TIANJIN, and google DANGDANG SPEED DELIVERY SERVICE

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Nov 11, 2014 11:51 AM Flag

    If it was #3, I doubt they'd bother to have a shareholders' meeting on the 17th, so I would cross that one off the list.

    Sentiment: Strong Buy

  • "Open forum" for shareholders "to discuss company affairs with management." If anyone reading this is in a position to ask questions during the meeting, compliment management on building the most massive e-commerce logistics network in China, featuring the largest warehouse on the continent of Asia, while remaining nearly debt-free, and ask them about their plans to monetize this network. If we can get some quotes into the press about how they're planning to provide logistics to other e-tailers, which will provide a new revenue stream that analysts who only view DANG as another Chinese e-commerce business were not expecting, we should see some investors rush in to get the stock while it's still cheap. Google DANGDANG GALAXY TIANJIN, google DANGDANG SPEED SERVICE DELIVERY, and google JACK MA DREAMING WAREHOUSES for more info

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Nov 8, 2014 9:20 PM Flag

    DangDang's annual shareholders meeting takes place on the 17th, so they should release their 3rd Quarter Earnings Report shortly (or immediately) before that. We don't know what 3Q sales revenues will be until then, but we have lots of data about 3rd Quarter traffic that we could use to form a prediction. First, we know from data on similarweb (search lazytrader1 post on this message board titled "look at that traffic!" for the link) that DANG's PC (desktop) traffic handily beat VIPS for the quarter (July, August, and September combined). And we know that DANG's CEO Li recently announced on Weibo (China's Twitter) that DANG's mobile traffic exceeded their PC traffic for the first time in September. And we know from data on chinainternetwatch (google 7 CHARTS ON CHINA MOBILE and look at the first search result) that for the month of August, DangDang's mobile shopping app exhibited the highest percentage growth in frequency of use and time spent on the app compared to all other mobile shopping apps in China. So shoppers are going back to DANG's app more often and spending more time on it when they do. Does all this sound like it will add up to an unexpected increase in 3rd Quarter sales? If so, buy while DANG is still cheap, after the 17th you may not be able to catch it. To guess other topics that might be discussed during the annual meeting, google DANGDANG GALAXY TIANJIN and google DANGDANG SPEED SERVICE DELIVERY for info on the massive logistics network DANG has quietly been building over the past several years - any news about how DANG is planning to monetize this network might send shares flying too.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Nov 6, 2014 1:31 PM Flag

    Thanks LT1 - Combine that data with the news that in August (middle of 3rd Quarter) DANG's mobile shopping app had the highest percent growth rate in use frequency and in time spent on the app and showed the 3rd best percent growth rate in uploads out of all Chinese mobile shopping apps. And DANG CEO Li recently said that in September DANG's mobile traffic exceeded its PC traffic for the first time. Lots of PC and Mobile traffic to DangDang, if these people are making purchases, there will be a big revenue surprise when 3rd Quarter earnings are released in a couple of weeks. Might be time for shorts to cover. If you want to see those mobile app charts, google 7 CHARTS ON CHINA MOBILE and check out the first search result.

    Sentiment: Strong Buy

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