The market's valuation of the stock contrasts with the company's improving EPS. The discrepancy between EPS growth and share price growth suggests other metrics may be needed to understand changing market sentiment. The five-year annualised TSR loss of 2% per year raises concerns compared to recent share price performance.
Justified low P/E ratio expected due to slower growth than broader market. Low P/E reflects investor unease; forecasted earnings improvement needed for share price growth.
Market expectation of growth might have been overly optimistic three years ago. No clear correlation can be discerned from the observation of fundamental business metrics and the share price, implying the stock might have been overrated.
On August 19, Vipshop released its financial report. In the second quarter, the company realized a net revenue of 24.5 billion yuan, which was better than the market expectation; Non-Gaap's net profit was 1.6 billion yuan, with a year-on-year increase of 8.4%. Both the profit level and the overall profit margin achieved a year-on-year increase; Its user data is also a bright spot. In the second quarter, the...
Guotai Junanに関するコメント
alphaedgeinvest...
$国泰君安(02611.HK)$ $Guotai Junan(601211.SH)$
DBS: China Brokers - Alpha Edge Investing
$GF securities(000776.SZ)$ $廣發証券(01776.HK)$ $国泰君安(02611.HK)$ $中金公司(03908.HK)$ $CITIC(600030.SH)$ $Haitong(600837.SH)$ $Guotai Junan(601211.SH)$ $Huatai(601688.SH)$ $中信証券(06030.HK)$ $海通証券(06837.HK)$ $HTSC(06886.HK)$ $フートゥー・ホールディングス(FUTU.US)$ $アップ・フィンテック・ホールディング(TIGR.US)$
DBS: China brokerage sector: Fee cut at public funds a short-term drag, but +ve in long-term - Alpha Edge Investing
$GF securities(000776.SZ)$ $廣發証券(01776.HK)$ $国泰君安(02611.HK)$ $中金公司(03908.HK)$ $CITIC(600030.SH)$ $中信証券(06030.HK)$ $海通証券(06837.HK)$ $HTSC(06886.HK)$ $フートゥー・ホールディングス(FUTU.US)$ $アップ・フィンテック・ホールディング(TIGR.US)$
$海通国际(00665.HK)$│121.726 billion│-1.7%
China Securities│120.106 billion│-3%
$申万宏源(06806.HK)$│119.692 billion│-3.3%
$DBSグループ(D05.SG)$ │119.592 billion│-3.4%
GF Securities│118.841 billion│-4%
$国泰君安(02611.HK)$│117.641 billion│-5%
$瑞士信贷(CS.US)$ │117.449 billion│-5.1%
$中金公司(03908.HK)$ │116.778 billion│-5.7%
$HSBC(00005.HK)$│116.553 billion│-5.8%
$中国民生銀行(01988.HK)$│116....
$GF securities(000776.SZ)$ $廣發証券(01776.HK)$ $国泰君安(02611.HK)$ $中金公司(03908.HK)$ $CITIC(600030.SH)$ $Haitong(600837.SH)$ $Guotai Junan(601211.SH)$ $Huatai(601688.SH)$ $中信証券(06030.HK)$ $海通証券(06837.HK)$ $HTSC(06886.HK)$
$廣發証券(01776.HK)$ $国泰君安(02611.HK)$ $中金公司(03908.HK)$ $中信証券(06030.HK)$ $海通証券(06837.HK)$ $HTSC(06886.HK)$
まだコメントはありません