Dang Dang - chin. Amazon
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Eröffnet am: | 05.03.13 17:54 | von: Alibabagold | Anzahl Beiträge: | 872 |
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As of June 30, 2014, Dangdang had cash and cash equivalents, restricted cash, short-term time deposits, available for sale investments and held-to-maturity investments of RMB1,630.3 million ($262.8 million), as compared to RMB1,213.5 million as of December 31, 2013. As of June 30, 2014, Dangdang had no bank loans.
übrigens hab ich gesehen, dass du zum großen teil den wikifolio von katjuscha kopierst (über die haelfte der werte)...hat das einen hintergrund?
http://www.ariva.de/forum/Dang-Dang-chin-Amazon-478373?page=26
posting 667
mittlerweile sind es erst ca. 30 % miese, aber bis zu den nächsten zahlen ist es ja noch etwas hin...
VIPS hat eine Marktkap. mittlerweile von 13 Mrd. Dollar.
Dang steht heute bei 1 Mrd Dollar und würde bei einem Kurs von 100 Dollar
auch erst grad mal 8 Mrd Dollar wert sein.
Was meint ihr zu dieser Rechnung ??
dennoch ist eine market-cap von 3,5 - 4 mrd. bei weiter beschleunigten wachstum m.m. n. realistisch!!
Hatte eigentlich den 17.11. auf dem Zettel, und bekomme gerade ne Mail das Dang am 25.11. Zahlen veroeffentlicht ??
Ja wenn DangDang profitabl wird, sicherlich bei 1 Mrd Marketkap interessant, gerade im Vergleich zu VIPS oder JD und auch mögliches Übernahmeziel. Hier noch eine Analyse zu DangDang: http://www.investresearch.net/dangdang-china-e-commerce-aktie/
irre diese chinesen......!!
Dangdang is a speculative investment versus Alibaba, but it has higher upside.
Analysts are expecting earnings of $0.06 per share on revenues of $323.4 million.
Dangdang last reported earnings on August 18th when it beat both top and bottom line expectations, but apparently missed market expectations, sending its stock down 11%.
Below are some things to look for during Dangdang earnings:
Things to look for:
According to the Q2 conference call, management expects net revenue of $320 million for Q3, or a 30% year-over-year increase. Management also expects GMV to increase 80% year-over-year to $280 million.
Given Alibaba's Q3 topline beat, Dangdang should beat management's expectations as well, although it is uncertain whether Dangdang will beat the market's expectations......
Conclusion
Dangdang is China's largest bookstore by selection and revenues.
The company has in recent years attempted to expand to adjacent categories such as apparel and baby/maternity products in an attempt to grow revenues and profits.
So far these attempts to expand into other categories have been met with limited success. Book and media revenue still made up 64% of revenue for 2013, compared to 62.6% in 2012.
Dangdang revenues are growing at a rapid pace, and its margins now make it profitable, but it remains to be seen whether Dangdang can do well outside of its book niche.
In the first quarter, Dangdang only had a 2% market share of the Chinese E-commerce market, behind JD's (NASDAQ:JD) 23% and Alibaba's (NYSE:BABA) 70%.
http://seekingalpha.com/article/2670015-dangdang-earnings-preview
Summary
E-commerce China Dangdang Inc. (NYSE:DANG) reported Q3 results with $0.05 EPS and revenue of $326.3M, or 0.9% higher than the Consensus forecast.
GMV of its marketplace drives growth, up 79.9% from the same quarter a year earlier.
With 0.2% of mobile shopping shares, the company has the lowest mobile penetration in comparison with industry peers.
.......
Although the company delivered positive results over the past quarters, I still put concerns on the long-term prospects of the company given its lower-than-peers growth. Ecommerce market in China continues to grow, but Dangdang will not be able to seize the opportunity if it cannot position itself in an appropriate way. So I prefer to hold my current position until the release of its new fiscal year strategy.
http://seekingalpha.com/article/...ing-concerns-on-profitable-results
minus 8% !
das liest sich doch gut.......dang ist einfach viel zu billig
irgendwann verlieren die short seller den spass.......