+ Watch VIPS
on My Watchlist
China plays are coming back into "style" of late. As long as they are reputable companies and not reverse mergers, they do "play" in the largest, fastest growing economy in the world. Vipshop Holdings has been a Red thumb bruiser the past 18 months as it continues on a tear, going from solid losses to impressive gains. Still, as with most companies, with a cycle of short covering, retail traders learning a new ticker, and the missing out crowd, the recent pop on earnings was a little much. I'm expecting about a 10% retrace short term. If this call holds a quarter then we are in for another spike or a large drop. There are no ticker twitches on earnings when one gets valuations this high, this fast....This is retail, and while company growth has been spectacular, (according to reports), margins are still weak and a P/B of 38 is a lot to grow into. With QoQ Revenues up 300%, however, it's possible it could happen. Now apparently cash flow possitive the $100 Million in stock issued the last two years appear to have been put to good use.I'm not willing to give them a P/E of 100, but I wouldn't short them in RL either. Going for a short term 10% decrease.
KORS ON STEROIDS
high RS in ibd and high comp
This was one of my favorite stocks for 2013. It boosted my otherwise conservative portfolio to beat the S&P by 17% for the year. This is one of the better-run Chinese ecommerce companies that specializes in flash sales of luxury items. They are dominating this niche market, have great gross margins and are dumping profit back into the company to accelerate their growth. The NASDAQ can be down 60 points and this stock will be up 4 for the day. It does go through short periods of volatility when another Chinese E-tailer get dinged for poor performance, or some general bad news about the Chinese economy but immediately jumps back when the dust settles. Let's face it, China is poised for explosive economic growth over the next couple of years and this company is going to soar with it..
Run with the bulls.
Bullish view on VIPS and the Chinese eCommerce industry:http://nasdaqnewsreports.blogspot.com/2013/09/comparing-major-players-in-chinese-eCommerce-industry.html
One of the best growth stocks out there
too fast ....
Mecox Lane 2.0!Deutsche Bank downgrades the IPO it has just underwritten. Now all we need is Goldman Sachs to tell its clients to buy VIPS from its prop desk and its a given FAIL.$1B plus market cap on a company that loses $100M a year? Really?!? If management had offered this garbage company on the mainland exchange they all would have been sentenced to death by the China Securities Regulatory Commission along with the Goldman Sachs comics.
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