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$騰訊控股(00700.HK)$, NetEase$網易(NTES.US)$, 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.
唯品會股票討論區
2.98B Net Profit in 2023. 2024Q1 waiting the earning report should be providing soon.
and forecast says due to poor macro economics, business outlook no good
2012年上市的中國公司,主要做品牌零售業務,單一中國市場,當前價格16.88。
5年來營收前4年增長,2022年萎縮11.9%,平均增速7.2%,營業利潤波動中增長,平均增速18%,其中2022年增長10.9%,淨利潤受其他收入影響在2020和2022年均大幅高於營業利潤,5年平均增速27.2%。近幾年都有高額利息收入,沒有利息負擔。毛利率近5年基本在20%上下波動,淨資產收益率有兩年高於20%,3年低於20%。
2023前3季度營收增長9.5%,營業利潤受毛利率提升影響大幅增長47.4%,淨利潤增長28.2%。
5年來資產負債率從60.5%降到了48%,目前43.6%。 應收和存貨的比例和增速都正常,商譽及其他無形資產逐年增長,目前109.62億,佔351.29億淨資產的31.2%,沒有長期借款。庫存股36.01億,股本近3季度有所下滑。
目前現金192.92億,流動性充裕。
5年來現金流經營淨額大幅高於投資淨額,產生了大比例的股東盈餘。
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 $騰訊控股(00700.HK)$ , NetEase$網易(NTES.US)$ , Pinduoduo $拼多多(PDD.US)$ and $快手-W(01024.HK)$, as it ex...
bullish
looks great
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