Analysts have become more bullish on Vipshop following the latest results, upgrading their EPS estimates and raising the price target. However, they expect the company's revenue growth to lag behind its industry peers.
Vipshop Holdings' trends are reassuring, with effective capital use. The company's profitable reinvestment of capital is inspiring. A 140% total return over the last five years indicates investors' positive future expectations.
Vipshop Holdings' lower selling prices and earnings forecast divergence doesn't reflect the company's market-matching earnings outlook; indicating potential shareholder concerns about earnings instability. A comprehensive analysis could bring further clarity.
Daiwa, in its report, forecast that China's dotcom bellwethers will hail opportunities next year, with companies under the "going abroad" theme and those with solid shareholder return policies expected to outperform. The broker reiterated its bullish stance on the dotcom sector, with its top picks being$腾讯控股(00700.HK)$, NetEase$网易(NTES.US)$, Pinduoduo$拼多多(PDD.US)$and$快手-W(01024.HK)$, as it ex...
Vipshop Holdings presents promising trends, suggesting its potential as a multi-bagger. The impressive total return over the last five years signifies anticipated growth. It's advised to research further about the company.
唯品会股票讨论区
and forecast says due to poor macro economics, business outlook no good
2012年上市的中国公司,主要做品牌零售业务,单一中国市场,当前价格16.88。
5年来营收前4年增长,2022年萎缩11.9%,平均增速7.2%,营业利润波动中增长,平均增速18%,其中2022年增长10.9%,净利润受其他收入影响在2020和2022年均大幅高于营业利润,5年平均增速27.2%。近几年都有高额利息收入,没有利息负担。毛利率近5年基本在20%上下波动,净资产收益率有两年高于20%,3年低于20%。
2023前3季度营收增长9.5%,营业利润受毛利率提升影响大幅增长47.4%,净利润增长28.2%。
5年来资产负债率从60.5%降到了48%,目前43.6%。 应收和存货的比例和增速都正常,商誉及其他无形资产逐年增长,目前109.62亿,占351.29亿净资产的31.2%,没有长期借款。库存股36.01亿,股本近3季度有所下滑。
目前现金192.92亿,流动性充裕。
5年来现金流经营净额大幅高于投资净额,产生了大比例的股东盈余。
目前市盈率12.5,市盈率...
Daiwa Foresees CN Dotcom Bellwethers to Hail Opportunities Next Yr; Top Picks Tencent, NTES, PDD, Kuaishou
The broker reiterated its bullish stance on the dotcom sector, with its top picks being $腾讯控股(00700.HK)$ , NetEase$网易(NTES.US)$ , Pinduoduo $拼多多(PDD.US)$ and $快手-W(01024.HK)$, as it ex...
bullish
looks great
best purchase price 14.25
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