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Hudson City Bancorp, Inc. Message Board

afewminutes21 91 posts  |  Last Activity: Oct 20, 2014 2:40 PM Member since: Oct 14, 2011
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  • Reply to

    look at the traffic !!

    by lazytrader1 Oct 7, 2014 10:45 AM
    afewminutes21 afewminutes21 Oct 20, 2014 2:40 PM Flag

    Wonder if this data means DANG is actually taking customers away from VIPS - is DANG's push into fashion sales starting to work? Are customers purchasing more non-book merchandise? Very eager to see DANG's 3Q earnings report next month, could mark a big turning point for DANG in terms of sales revenue. 2015 could see huge acceleration in DANG profits from increasing sales revenue (in part from more of China's 1.35 billion people coming online), less revenue being spent on construction as logistics projects reach completion, and revenue coming in from other e-tailers paying DANG to use their massive new logistics network.

    Sentiment: Strong Buy

  • Reply to

    Nov 14th earnings date?

    by jasonmooore Oct 18, 2014 2:12 PM
    afewminutes21 afewminutes21 Oct 18, 2014 10:40 PM Flag

    Two things are for sure - DANG beat VIPS by millions in desktop traffic July through Sept, and Li just announced that DANG's mobile traffic exceeded its desktop traffic for the first time. If traffic translates into sales, 3Q revenue should look good. As for profit though, remember DANG is still spending a large portion of its sales revenue on its logistics construction. So profit may not be all that terrific 3Q. I think the big DANG profits will start to show next year when the bulk of DANG's construction projects are wrapped up and they start seeing some revenue from their logistics business on top of sales revenue that's no longer being spent.

    Sentiment: Strong Buy

  • Great article on DANG's new logistics network - will soon be adding to the bottom line

    Sentiment: Strong Buy

  • Reply to

    look at the traffic !!

    by lazytrader1 Oct 7, 2014 10:45 AM
    afewminutes21 afewminutes21 Oct 16, 2014 1:11 PM Flag

    Hope everyone has been checking out the link in lazytrader's post above - and don't forget Li just announced that DANG's mobile traffic just exceeded desktop traffic for the first time.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Oct 16, 2014 1:05 PM Flag

    Some searches to get you started:
    Google DANGDANG GALAXY TIANJIN
    Google DANGDANG SPEED SERVICE DELIVERY
    Google DANGDANG 2014 AUTUMN FASHION CONFERENCE

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Oct 16, 2014 1:01 PM Flag

    You're the best real 1614, thank you. Book offers will draw in more traffic, hopefully those customers will buy some non-book merchandise while they're on the site.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Oct 15, 2014 3:10 PM Flag

    China invests heavily in the U.S. and U.S. companies don't issue press releases in Chinese, we issue them in English and China translates them into Chinese. So China (population 1.35 billion) logically expects the U.S. (population 0.3 billion) to translate their press releases, but we're too damn lazy, we'd rather type complaints on message boards.

    Sentiment: Strong Buy

  • Lazytrader 1 posted a link showing comparison between DANG and VIPS desktop traffic, DANG beat 'em by a lot July/Aug/Sept cumulative. AND DangDang exec just announced DANG's mobile traffic exceeded desktop for first time ever last month.

    Sentiment: Strong Buy

  • Reply to

    look at the traffic !!

    by lazytrader1 Oct 7, 2014 10:45 AM
    afewminutes21 afewminutes21 Oct 15, 2014 1:18 PM Flag

    Worth looking at the above link again - 3rd Quarter results, which is results for July, August, September, will be reported next month - notice that DANG killed VIPS in cumulative desktop traffic for those three months. Couple that with the recent announcement that DANG's mobile traffic exceeded desktop traffic for the first time last month and you are looking at some impressive improvements in visits to DANG. If that traffic translates into sales, DANG's numbers might surprise everyone next month.

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Oct 14, 2014 3:01 PM Flag

    VIPS is down over fifty bucks a share since BABA IPO and DANG is killing VIPS on desktop traffic in Q3.

    Sentiment: Strong Buy

  • Dangdang e-commerce is a Chinese company that makes over 90% of its sales within China, so it rarely sends press releases through the usual United States channels - as any rational person would expect, their press releases are in Chinese. There are websites that translate these press releases into English, but you actually have to search for them - they don't show up in Yahoo Finance like The Street's programmed computer analyses do. You might consider DANG to be a stealth stock in this regard - the average investor won't spend time or effort searching for information about a company, they wait for a major press outlet to shove it in their face. There is some very impressive recent information about DANG's new massive logistics network, their new same day customer fulfillment rates, their new push into fashion sales, the fact that they beat VIPS on cumulative desktop traffic over the last few months, their mobile traffic which exceeded desktop traffic for the first time last month - and all of it is so far missed by the average investor, the U.S. press, and by The Street's logarithms. At least The Street did correctly note that DANG has no debt. Imagine building the largest warehouse in Asia and surrounding it with 45 satellite warehouses while incurring no debt - DANG built it all with revenue from their online sales. That's one major reason they've shown nearly no profit the last few years, which in turn explains their stock price. The one thing that all the U.S. financial press outlets do report is quarterly earnings, and eventually all of DangDang's efforts, virtually unreported in the U.S., are going to result in a surprise profit. Don't be one of those people who will be saying "where did that come from?" You can search my past posts for internet searches you can perform to find details on all of this info.

    Sentiment: Strong Buy

  • Google REUTERS DANGDANG YANGTZE LOGISTICS. DangDang's logistics network is new and will be adding to their revenue. Google JACK MA DREAMING WAREHOUSES for an article on Chinese e-tailers' thirst for warehouse space. Alibaba and others are partnering up with companies that have warehouses and logistics.

    Sentiment: Strong Buy

  • Thus far, BABA has opted to partner with companies that own large warehouses (google JACK MA DREAMING WAREHOUSES for example). DANG recently opened the largest warehouse on the continent of Asia and has 45 to 100 more coming (google DANGDANG GALAXY TIANJIN and DANGDANG SPEED SERVICE DELIVERY for more info). What do you think will happen next?

    Sentiment: Strong Buy

  • Reply to

    Dangdang CEO said

    by real1614 Oct 10, 2014 8:19 AM
    afewminutes21 afewminutes21 Oct 10, 2014 1:35 PM Flag

    Well that's good news - we already know that DANG beat VIPS on PC traffic in September (Google SIMILARWEB DANG VIPS COMPARISON, choose the first result), it would be remarkable for DANG if they beat VIPS on wireless traffic too

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Oct 10, 2014 1:29 PM Flag

    Google SIMILARWEB DANG VIPS COMPARISON and click on the first search result - DANG desktop traffic exceeded VIPS by 1.3 million for the month of September, next earnings reports from both companies might be surprising.

    Sentiment: Strong Buy

  • afewminutes21 by afewminutes21 Oct 9, 2014 2:15 PM Flag

    In a previous reply to your post about November earnings I stated I wasn't expecting much, but now that I see DANG beat VIPS traffic by 1.3 Million visits in September, I'm starting to wonder. If mobile traffic stats are similar and traffic translates into sales, could be a decent quarter for DANG after all. Google SIMILARWEB DANG VIPS COMPARISON and click the first result to see the info

  • Google SIMILARWEB DANG VIPS COMPARISON and click on the first result.

    Sentiment: Strong Buy

  • Choose the first result and note that in September desktop traffic, DANG beat VIPS by over a MILLION! November earnings might be interesting after all...

    Sentiment: Strong Buy

  • Reply to

    look at the traffic !!

    by lazytrader1 Oct 7, 2014 10:45 AM
    afewminutes21 afewminutes21 Oct 8, 2014 7:15 PM Flag

    Use the link above in lazytrader's post to see that in September, DANG had 4.4 million desktop visits, VIPS only 3.1. Wonder if DANG beat 'em in mobile visits too?

    Sentiment: Strong Buy

  • afewminutes21 afewminutes21 Oct 8, 2014 3:48 PM Flag

    If you are interested in the facts, check the link posted by lazytrader1 under the title "look at that traffic!" - big reversal in traffic, DANG actually beating VIPS last couple of months. Most people won't be aware of these numbers until DANG releases earnings in November, so be one of the first to capitalize on this news.

    Sentiment: Strong Buy

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