Vipshop Holdings Ltd ADR
WKN: A1JVJQ / ISIN: US92763W1036Vipshop Q1 Shows Triple-Digit Growth
05.03.15 16:45
#126
Kicky
VIPS das Geschenk das gibt
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.
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.
11.03.15 19:27
#128
Kicky
VIPS beliebt bei Hedgefonds von Milliardären
Vipshop Holdings Ltd – ADR (NYSE:VIPS) was also quite popular among billionaire hedge funds, with a total of seven major institutional investors holding $829 worth of stock as of last quarter. Among the funds betting on this stock is Chase Coleman’s Tiger Global Management LLC, which owns 17.25 million shares, valued at $337.06 million, and representing almost 4% of its equity portfolio. Stephen Mandel’s Lone Pine Capital is also bullish regarding Vipshop Holdings Ltd – ADR (NYSE:VIPS), as it initiated a position with 13.94 million shares last quarter, which had a market value of $272.30 million. The company has been demonstrating a very solid performance and has seen its share price soar 132.07% in 2014. Year-to-date the stock has already gained more than 31%, reaching a 52-week high of $26.20 per share. Last quarter, the stock beat the consensus earnings estimate of $0.09 per share by 33.3%, reporting an EPS of $0.12 per share.
http://www.insidermonkey.com/blog/...ailers-billionaires-love-340251/
Read more at http://www.insidermonkey.com/blog/...ve-340251/2/#IIpBFuiqwkVjucDQ.99
http://www.insidermonkey.com/blog/...ailers-billionaires-love-340251/
Read more at http://www.insidermonkey.com/blog/...ve-340251/2/#IIpBFuiqwkVjucDQ.99
12.03.15 20:31
#129
Kicky
CNBC Allens 3 Top Picks :u.a.VIPS
Ken Allen, T. Rowe Price, discusses what's going to drive Amazon, Salesforce.com and Vipshop, going forward.
http://finance.yahoo.com/video/...ro-says-164000792.html?soc_src=copy
läuft langsam heiss heute +3,7%
http://finance.yahoo.com/video/...ro-says-164000792.html?soc_src=copy
läuft langsam heiss heute +3,7%
14.03.15 08:49
#130
Kicky
Alibaba who? VIPS better
Vipshop Is No Flash In The Pan
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
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
19.03.15 18:07
#131
Kicky
VipShop Holdings Aktienanalyse
http://www.investresearch.net/vipshop-holdings-aktienanalyse/
26.03.15 18:37
#132
Kicky
Why I Am Finally Selling Vipshop Holdings Stock
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
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
31.03.15 18:22
#133
MoneyPennie
Warum verkaufen? The Chart is your Friend
das Vips-Teil läuft fantastisch, während Alibaba Probleme hat. Facebook rennt dagegen. Warum verkaufen? Stop-loss setzen und weiter zuschauen.
08.04.15 16:43
#134
Kicky
Top Fundamentals auch zu VIPS
http://news.investors.com/...utohome-better-than-alibaba-bitauto.htm? Video
09.04.15 10:38
#135
Kicky
VIPS Stock Hits 52-Week High street.com BUY
move higher
- 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
- 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
10.04.15 18:59
#137
Kicky
Cramer on mad money zu VIPS
Vipshop Holdings (NYSE:VIPS): "Vipshop is one of the few Chinese stocks that I'm really thinking has actually done great. I am not going to tell you to sell this one. It's going to keep hitting 52-week highs. The Chinese market is very hot by the way."
http://seekingalpha.com/article/...ing-cramers-lightning-round-4-8-15
http://seekingalpha.com/article/...ing-cramers-lightning-round-4-8-15
13.04.15 14:10
#138
Kicky
Vicepresident Rücktritt
Vipshop Holdings Ltd – ADR (NYSE:VIPS) reported that Mr. Alex Jing Jiang has tendered his resignation as senior vice president of business intelligence and customer relationship management of the Company, effective March 31, 2015, due to his desire to pursue his personal interests and further education. Mr. Jiang will continue to serve the Company as a senior corporate advisor.
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/
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/
14.04.15 19:45
#139
Kicky
Joho Capital raus aus Vipshop
Joho Capital, founded by Robert Karr in 1996, is a hedge fund that has generated returns of around 20% per year since its inception. In 2013, the fund reported returns of around 30%,...... the number of positions declined to 11 from 13 as the fund closed its stakes in 58.com Inc (ADR) (NYSE:WUBA) and Vipshop Holdings Ltd – ADR (NYSE:VIPS).....
Joho Capital’s largest stake is represented by Baidu Inc
Read more at http://www.insidermonkey.com/blog/...g-q1-342792/#4B2BPsu87TLOuPdr.99
Joho Capital’s largest stake is represented by Baidu Inc
Read more at http://www.insidermonkey.com/blog/...g-q1-342792/#4B2BPsu87TLOuPdr.99
05.05.15 17:23
#140
Kicky
Why I Am Still Bullish On Vipshop
Summary
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
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
08.05.15 08:07
#142
Kicky
Coatue Management Exits It Position in Vipshop
http://marketrealist.com/2015/04/...n-vipshop-holdings/?source=nasdaq
Coatue sold 3,163,580 shares of Vipshop Holdings. It represented 0.61% of the fund’s 3Q14 portfolio.
Coatue sold 3,163,580 shares of Vipshop Holdings. It represented 0.61% of the fund’s 3Q14 portfolio.
08.05.15 18:52
#143
Kicky
Report am 13,Mai nach Börsenschluss
Vipshop today announced that it plans to release its first quarter 2015 financial results on Wednesday, May 13, 2015 after market close. The Company will hold a conference call on Thursday, May 14, 2015 at 8:00 am Eastern Time or 8:00 pm Beijing Time to discuss the financial results
http://www.prnewswire.com/news-releases/...ial-results-300079492.html
http://www.prnewswire.com/news-releases/...ial-results-300079492.html
13.05.15 13:16
#144
carlos1k
Rakete kaputt?
Dann mal hoffen das wir heute über beim ER über 0.10 kommen...
13.05.15 16:13
#145
carlos1k
Ok, Rakete nicht kaputt
Hoffe ihr habt nicht in den letzten Std. verkauft...
http://www.prnewswire.com/news-releases/...allegations-300082581.html
http://www.prnewswire.com/news-releases/...allegations-300082581.html
13.05.15 20:07
#146
Kicky
Shortseller Mithra Forensic streute Gerüchte
VIPS today issued the following statement in response to recent allegations made by a few short sellers. Vipshop believes these allegations are unfounded and contain numerous errors, unsupported speculation, and a general misunderstanding of the Company's business model....... Link s.#145
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
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
18.05.15 16:43
#148
03kurt06
Vipshop hat sich seit Okt.2013 ver50igfacht!
So stark kann keine realistische Wertsteigerung fundamental begründet sein. Siehe auch jüngste Beschuldigungen von diversen Shortsellern. Irgendwann kommt immer ein Gegenwind.
19.05.15 06:21
#149
Kicky
VIPS wehrt Shortattacke ab
http://seekingalpha.com/article/...nder-attack-iqiyi-in-merger-denial
...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
...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
19.05.15 06:23
#150
Kicky
Vipshop: Less Is More
http://seekingalpha.com/article/3190176-vipshop-less-is-more
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.
........
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.
........

