MS analyst by passes the MITHRA MUD while driving and visiting VIPS warehouses and management. He is clean and impressed after the visit on 5/30. New price target of 33 - the analyst is conservative based on past ratings.
Let VIPS fly to 35 this week and put Mithra and Co in the coffin where they belong!
Yep - Yep - Yep - Let the trapped shorts be squeezed!
Morgan Stanley means business!! Tomorrow will be very interesting!!!
VIPS and QUNR have same growth rates except eCommerce opportunity in China is much larger (good for VIPS)
QUNR has 1/15th the sales of VIPS and no profits. VIPS is 15 times bigger and profitable. VIPS if valued like QUNR shall be at $120
I have contacted Silver Lake, to ask them to look at VIPS for investment!
He is from India with an MBA degree from no-name road side colleges. The quality of these MBAs are worse than that of a failed high school student in the US
First ER on Monday .. expect good results given recent trends and bidders bidding up the company!
Second we should know more details or a firm concluded offer hopefully
If the management has received multiple offers other than "Vast Profit (which is out the window now?)" then BoD should be able to choose the best offer fairly easily and announce the outcome!
In comparison to QUNR, VIPS is at least 5x cheaper. Going by QUNR valuations, VIPS should trade at $150 per ADS. I'm sure some smart money like SILVER LAKE is looking at them. Or even Tencent, Baidu, etc. can't be ruled out!!
Shorts are WARNED!!
And short squeeze ... If QUNR got 500M PE and CTRP bid - just imagine how many suitors could be at door for VIPS - the best eCommerce stock in the fastest eCommerce market in the world
Put Mithra Anne and Filthy Corn of Dialectic also in that! They deserve it.
Whether you put them or not, that's their fate as they continue to short VIPS. Their faces will be ripped apart soon for their flat lies and scare mongering.
Let VIPS management be not distracted by the stup*d shorts and stay focused on great execution. It won't surprise if VIPS will attract bidders like QUNR (which rejected an offer from CTRP)
Read Geo report and the comments section under MIthra report to educate yourself
Not one "sane" mind believes Mithra report. He is going insane for sure. He will soon be declared BK along with Dialectic
mrsean - the reports are fabricated - check the Geo report - it has pictures and statements showing how they replaced "," with "." and truncated relevant info. It was all done with "ulterior motives" - don't you see it with clear eyes? then have your "eyes" checked up!
Fair value based on forward PEG of 1 is 29% growth x 0.41 EPS estimated = $11.89 ... Typically one needs to add at least 30% premium to fair value for control of the company (full acquisition) leading me to believe $15.45 is the price at which acquisition makes most sense.
I am holding all my shares until the buyout is completed. They cannot complete it under current market prices. It has to be above so the risk of holding is low where as potential gains could be 30 to 70% from here.