Vipshop Q1 Shows Triple-Digit Growth
Summary
Vipshop doesn’t seem to be affected by the slumping Chinese economy and continues to deliver solid growth.
Increased strategic use of Vipshop’s assets have allowed greater gross profits.
As the growth story remains intact, Vipshop holds strong potential for future growth by utilizing the mobile market.
Vipshop Holdings (NYSE:VIPS) is an online discount retailer tending to consumers in China through flash sales of high-quality branded products.....
Wrap-Up
Although consumer demand and growth may seem to be slumping in China, Vipshop's unique business model allows the company to grow without many external factors. The company has managed to maintain impressive growth over many quarters, and doesn't appear to be slowing down anytime soon. Compared to various other e-commerce companies in China like the slumping Alibaba, which is now under massive scrutiny, Vipshop continues impress with an increase in orders and a sound mobile story. Even though the stock has been on an absolute tear since its IPO, it shows no signs of slowing down and presents an incredible investment opportunity.
http://www.insidermonkey.com/blog/...ailers-billionaires-love-340251/
Read more at http://www.insidermonkey.com/blog/...ve-340251/2/#IIpBFuiqwkVjucDQ.99
http://finance.yahoo.com/video/...ro-says-164000792.html?soc_src=copy
läuft langsam heiss heute +3,7%
Vipshop Holdings (NYSE:VIPS) is the smallest of the four stocks covered here, but it does boast a $14 billion market cap. Vipshop specializes in flash sales. It's delivered several straight quarters of triple-digit earnings and revenue growth.
Vipshop stock shot up 15% on Feb. 17, breaking out of a base, on its latest earnings report. Since then, Vipshop has generally moved sideways.
Read More At Investor's Business Daily: http://news.investors.com/technology/...ibaba-stock.htm#ixzz3ULMelNuF
chinesische Aktien fallen wegen chinesischer Wirtschaftslage nur noch +4% GDP und autoritärem Stil von Li Xinpeng und dem Kampf gegen Korruption und die Verschuldung der Kommunen http://www.zerohedge.com/news/2015-02-06/...-will-rock-global-economy
Summary
Late last year I said to sell BABA and buy VIPS.
The trade worked out well, with BABA falling 25% and VIPS gaining as much.
However, I recently bought BABA, and am now selling VIPS.
The reasons are rather obvious, or at least for why I am selling VIPS.
I did recently buy Alibaba shares at $80 and change, supporting my belief that analysis on a company should change with the price of its stock. It's because of this notion that I am now taking profits off the table, in Vipshop........
http://seekingalpha.com/article/...p-holdings-stock-at-all-time-highs
- Shares of Chinese online discount retailer Vipshop Holdings climbed more than 4% to a 52-week high of $30.10 on Wednesday as Asian stocks climbed across the board.
China's Shanghai Composite index, in particular, closed up 0.9% to new seven-year highs. Asian markets rose after the Bank of Japan kept its sizable monetary stimulus intact, as many analysts and investors had expected. The central bank also said that the world's third-biggest economy is recovering moderately.
Chinese investors also used up the entire 10.5 billion yuan, or $1.69 billion, daily investment quota for the first time, according to Reuters. This boosted China's Hang Seng index. The daily quota permits mainland traders to purchase Hong Kong stocks under the Shanghai-Hong Kong stock connection launched last November.
More than 6.9 million shares of Vipshop had changed hands as of 2:30 p.m., compared to the daily average volume of 5,632,080.
Separately, TheStreet Ratings team rates VIPSHOP HOLDINGS LTD -ADR as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:
"We rate VIPSHOP HOLDINGS LTD -ADR (VIPS) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its robust revenue growth, notable return on equity, impressive record of earnings per share growth, compelling growth in net income and solid stock price performance. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."
Highlights from the analysis by TheStreet Ratings Team goes as follows:
VIPS's very impressive revenue growth greatly exceeded the industry average of 1.8%. Since the same quarter one year prior, revenues leaped by 108.8%. This growth in revenue appears to have trickled down to the company's bottom line, improving the earnings per share.
VIPSHOP HOLDINGS LTD -ADR reported significant earnings per share improvement in the most recent quarter compared to the same quarter a year ago. The company has demonstrated a pattern of positive earnings per share growth over the past two years. We feel that this trend should continue. During the past fiscal year, VIPSHOP HOLDINGS LTD -ADR increased its bottom line by earning $0.23 versus $0.09 in the prior year. This year, the market expects an improvement in earnings ($0.53 versus $0.23).
The net income growth from the same quarter one year ago has significantly exceeded that of the S&P 500 and the Internet & Catalog Retail industry. The net income increased by 122.8% when compared to the same quarter one year prior, rising from $25.40 million to $56.58 million.
The company's current return on equity greatly increased when compared to its ROE from the same quarter one year prior. This is a signal of significant strength within the corporation. Compared to other companies in the Internet & Catalog Retail industry and the overall market, VIPSHOP HOLDINGS LTD -ADR's return on equity significantly exceeds that of both the industry average and the S&P 500.
Powered by its strong earnings growth of 109.30% and other important driving factors, this stock has surged by 83.53% over the past year, outperforming the rise in the S&P 500 Index during the same period. Looking ahead, the stock's sharp rise over the last year has already helped drive it to a level which is relatively expensive compared to the rest of its industry. We feel, however, that other strengths this company displays justify these higher price levels.
http://www.thestreet.com/story/13105749/1/...-stocks-move-higher.html
http://seekingalpha.com/article/...ing-cramers-lightning-round-4-8-15
Vipshop Holdings Ltd – ADR (NYSE:VIPS) rose 0.77% and closed at $30. The 52-week range for the stock is $12.71 and $30.17 Its introductory price for the day was $29.81, with the overall traded volume of 3.06 million shares.
http://www.techsonian.com/...ms-companies-wmb-exelixis-exel/12456115/
Joho Capital’s largest stake is represented by Baidu Inc
Read more at http://www.insidermonkey.com/blog/...g-q1-342792/#4B2BPsu87TLOuPdr.99
Vipshop should continue to deliver strong top and bottom line growth in the coming years.
The company is making significant investments to increase customer satisfaction and retention.
Continued margin expansion not likely in 2015 but has potential to expand in 2016 and beyond.
Conservative guidance should lead to Q1 beat and higher growth expectations in the following quarters. .....
man sollte sich selber eine Meinung bilden. Ich bin mir nicht sicher,ob China weiter so gut performt
Coatue sold 3,163,580 shares of Vipshop Holdings. It represented 0.61% of the fund’s 3Q14 portfolio.
http://www.prnewswire.com/news-releases/...ial-results-300079492.html
http://www.prnewswire.com/news-releases/...allegations-300082581.html
Vipshop responds to critical SA column; shares +3.7% ahead of earnings
A day after SA author Mithra Forensic Research asserted Vipshop (NYSE:VIPS) "has manipulated sales, receivables, profit and other asset accounts" (among other things), the Chinese online retailer has responded (in a statement that echoes responses from other firms facing similar accusations) by declaring it believes the allegations "are unfounded and contain numerous errors, unsupported speculation, and a general misunderstanding of the Company's business model."
Among Mithra's accusations: 1) Vipshop's inventory figures suggest the company improperly accounts for consignment goods (boosting gross margin). 2) Revenue is reported on a gross basis in spite of consignment arrangements. 3) The company "may have grown its 2014 gross profit by $573M by possibly diverting funds to related parties to be used to transact fake sales." 4) Op. cash flow growth is driven "not by earnings, but by significant growth in both accounts payables and accrued expenses as a result of not paying its bills."
Vipshop argues its gross revenue accounting is proper, that it uses an "appropriate" weighted-average-cost method to account for inventory held on consignment, and that its receivables growth isn't due to related-party transactions, but higher deposits and VAT receivables.
Shares are rallying ahead of this afternoon's Q1 report. They sold off yesterday following Mithra's report; several other Chinese Internet names were also lower
http://seekingalpha.com/news/...es-plus-3_7-percent-ahead-of-earnings
...let's look at Vipshop, which has been a Wall Street superstar since its listing in 2012. Its shares have risen more than 60-fold at one point when they reached an all-time high last month. Yet despite its huge surge, which has given it a market value of $15 billion, the company is still far less known than bigger rivals like Alibaba (NYSE:BABA), JD.com (NASDAQ:JD) or even Suning.
Short sellers have probably been eying Vipshop's meteoric stock rise for quite a while now, and a couple chose last week to make their move by issuing reports questioning its accounting. The allegations center on Vipshop's method for tallying its revenue, which they claim overstate the actual numbers. A key element of the allegations lies in discrepancies between revenue that Vipshop reports to shareholders and figures it reports to China's commerce regulator.
Vipshop says there's nothing wrong with its accounting and invites shareholders to do their own research based on publicly available information (company announcement). Vipshop's revenue has risen at triple-digit rates for most of its life as a publicly traded company, including a 100 percent increase in its latest report. All that said, its stock still trades at a relatively reasonable valuation and its revenue looks quite reasonable for a company of its size, prompting me to guess the short-seller attack will probably be short-lived and the company's stock won't suffer much long-term effect.
+1,4% gestern in schwierigem Umfeld
Summary
VIPS beat on 1Q15 but guided Q2 below consensus on group-buy exit.
Increasing customer quality ensures average transaction value. Mobile and operating metrics remain stable.
VIPS is well-positioned for share gains and cross-border ecommerce.
I remain bullish on the stock and see the soft Q2 to be a good adjustment period for both the user experience and some business operations. The company's investment in big data to power its mobile shopping platform is paying off as mobile represents over 70% of VIPS' total GMV. Cross-border ecommerce is another area where the company executed, growing the business by +360%. More important, repeat customers growth of +89% highlights VIPS' sticky platform and they account for over 90% of VIPS' total orders. In short, the company seems to be on the right path in executing on the key metrics, and I remain bullish on the stock.
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