WSJ article predicts MSCI inclusion of China Tech ADRs will boost the prices
Add to that 11.11 + ER ... Things are looking up for VIPS - let's run to new highs -
Give VIPS sometime - it will prove to be better than AMZN - profitable - huge market - great management - no TJX/ROST offline there - great mobile / impulse flash strategy ... tons of growth ahead
add in cross border growth as well
VIPS is well positioned for investors with patience IMO
This company has large moat, TAM and leadership
Growth + profits and expanding brand eCommerce leader ..
If the company executes well, BZUN is an easy 10x bagger
And they got back with a vengeance today .. what's your point?
Can you look past a few days and see where we will be in a few months, years out?
no - they don't announce unless it is a major brand or chain with 1000s of stores across the country / world ..
they have NKE Phillips and several other marquee brands
BABA is leading the share price - soon JD and VIPS will catch up
also BABA ER will be on 10.27 and should provide some clarity on the eCommerce in China
Like FB AMZN GOOGL NFLX etc. - VIPS is a growth stock which is growing 3x that of a typical FANG stock.
Don't expect dividends from VIPS or any growth stock like FANG
yes, if you're looking for dividend stocks, you're in the wrong place.
Like FANG stocks FB AMZN NFLX GOOGL - VIPS is a growth stock and none of the FANG stocks pay dividends even though they are much larger to VIPS as well as their growth rates are half that of VIPS
Next major catalysts IMO
a) China Plenary Session - Expect measures to boost consumer spending like recent AUTO TAX 50% CUTS
b) 11.11 - A major sentiment driver for eCommerce
c) Stellar Q3 earnings per Summit Research Analyst
d) Upbeat Q4 guidance possible per the Summit Research Analyst
e) Group Buy transition acting as tail wind from Q3/Q4 onwards
f) Cross border sales momentum (apparently picking up)
g) VIPS expanded warehouse capacity paying off with improved margins / scale effect
h) VIPS proving to be the best of eCommerce holds in the soft China Macro due to DISCOUNT retailer nature (like TJX / ROST)
Headwinds / risks -
a) Overall China Macro (hedge with FXI or ASHR)
b) Overall Market sentiment
c) Any unforeseen surprises
I think this will pay dividends when VIPS becomes the size of BABA or AMZN - right now it is focused on growth which has been fantastic by the way despite the issues in CHINA MACRO!
Next leg is 200 DMA -
And soon after ahead or soon after Q3 stellar results (VIPS is a beneficiary of slowdown in China as a discount retailer), VIPS should reach new highs.
Recent commentary from Summit Research analyst affirmed that Q3 was on track and Q4 should be better than expected PER the analyst after call with the management!!
Summit Research analyst Henry Guo views the recent weakness in shares of Vipshop as a buying opportunity. Vipshop is the dominant player in the China discount retailing market, Guo tells investors in a research note. The stock offers a way to gain exposure to China's eCommerce growth in the longer term, the analyst contends. He reiterates a Buy rating on the name with a $31 price target. :the