Youku-Taobao: Setting The Bar In China's Video E-Commerce Evolution [View article]
Jiang
Thanks for the analysis. I have been keeping track of DANG for a while. There are many voices of buying it. They bring the fact that DANG only holds not more than 5% e-commerce market share last year and has lot room to build up. The competition in e-commerce is getting crueler in China, taobao has its own troubles. YOKU on the other hand, has been doomed the youtube of China with bright outlook. Though the price movement is not so fascinating for now, I believe its a pretty long term play.
Thanks for the analysis. I don't know about CTRP, but DANG and RENN are not as good as they appear. DANG is still not making any profit, and if you look at its market share in E-commerce business is just around 4%, it may be a bid but not my type; and RENN has a nearly 50 P/E, with signs FB also aiming at entering Chinese market , its potential downside risk is considerable. For alternatives I'll call BIDU and SINA, of course Tencent will be a choice if it IPOs.
Baidu: Fundamentals And Technicals Suggest A Breakout Is Near [View article]
Good article. Do you think the FB IPO will take a positive effect on BIDU? I heard rumors that FB tried to work with BIDU to explore its market in China.
Dangdang Mobile: Leveraging Social Networking In E-Commerce [View article]
Haha same question. But yesterday's retreat is more an effect of downgrade by CS. One big issue about these chinese companies is that investors can easily get nervous. Besides all kinds of pretty speculations in the air, you never gonna know what its really value could be. For myself, I wouldn't even bother considering those with negative p/e. It is just a roulette for long term investors!
AIG Can Hit $100 By 2013/2014 [View article]
Youku-Taobao: Setting The Bar In China's Video E-Commerce Evolution [View article]
Thanks for the analysis.
I have been keeping track of DANG for a while. There are many voices of buying it. They bring the fact that DANG only holds not more than 5% e-commerce market share last year and has lot room to build up. The competition in e-commerce is getting crueler in China, taobao has its own troubles.
YOKU on the other hand, has been doomed the youtube of China with bright outlook. Though the price movement is not so fascinating for now, I believe its a pretty long term play.
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So basically you short the social media industry , and what do you think about FB?
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