Seeking Alpha

www2280

www2280
Send Message
View as an RSS Feed
View www2280's Comments BY TICKER:
Latest  |  Highest rated
  • Alibaba Versus JD: The Illustrative Debate Ensues [View article]
    From short view, JD does more, loses even more.

    From long view, shares of JMEI, VIPS are now so cheap and potential with unique models.
    Sep 2 02:26 PM | Likes Like |Link to Comment
  • Update: Jumei Q2 Earnings [View article]
    JMEI share has been punished. Hope it is not due to what I posted above.
    As an American, I feel obligated to inform about such an alien culture. Now I feel guilty many might have suffered. Here is my personal take on those news as a VC.

    China TV first reported in March 20, 2014, the starting of Q2, severe headwind. It turns out JMEI Q2 income has not been affected that much, reflecting real strong consumer need and JMEI management's effort.

    JMEI does not compete with other e-firms on the same platform. JMEI itself is a brand to attract billions of mostly reached potential clients.

    If the firm can keep controlling to build its reputation and learn from VIPS, JMEI would be very potential as one of the best long term. Such beauty biz has firmer long term base than those mobile app or mobile security symbols.
    Aug 20 01:19 PM | Likes Like |Link to Comment
  • Update: Jumei Q2 Earnings [View article]

    China central TV (economy half hour) said JMEI and DANG have 90% fake items

    http://bit.ly/1oNhOwO
    http://bit.ly/1oNhRc8

    http://bit.ly/1oNhOwU
    http://bit.ly/1oNhOwW
    Aug 19 09:05 AM | 1 Like Like |Link to Comment
  • Is Jumei The Next Vipshop? [View article]
    JMEI has net margin 9.9% while VIPS 3.2%
    JMEI net growth 40% while VIPS 192.1%
    I see LeFeng of VIPS is going to eat JMEI's lunch because of JMEI's high margin and fake reputation.
    Aug 18 04:31 PM | Likes Like |Link to Comment
  • JD Q2 2014: The E-Commerce Engine Keeps Hummin' [View article]
    JD net margin -3%, VIP 3.2%, DANG 0.7%
    Aug 18 09:51 AM | Likes Like |Link to Comment
  • Is Jumei The Next Vipshop? [View article]
    Here is the rust, AMZN, JMEI, DANG are among the highest fake percentage on a China survey, reported this morning (8/15/14).
    Aug 15 03:54 PM | Likes Like |Link to Comment
  • Investors Yawn On China Tech Super Thursday [View article]
    CFO of VIPS informed that Q2 of VIPS could be even better if VIPS did not merge LeFeng that was in loss. However, VIPS is now remodeling LeFeng using VIPS strict model to suppress Jumei (NYSE:JMEI).

    Strict model of VIPS has been proved fast earning and least fake items.

    This week's quality survey showed Amazon China, JMEI, DANG have much higher percentage of fake items, which would hurt their reputation and growth.

    LeFeng and JMEI were like twins funded by same VC.
    Aug 15 02:16 PM | 1 Like Like |Link to Comment
  • Is Jumei The Next Vipshop? [View article]
    Alibaba is a train, DANG is a cheap trailer, JMEI is like ice cream van, and VIPS is a luxury bus. JD is old style store, losing more and more.
    Aug 15 10:23 AM | Likes Like |Link to Comment
  • Vipshop Smashes Expectations Yet Again, But Stock Gets Punished [View article]
    Alibaba and VIPS are totally different model.
    Alibaba is mostly C2C, involving more but harder to control.
    VIPS is membership for growing middle class and richer, strictly controlled.
    Alibaba is a train, DANG is a cheap trailer, JMEI is like special cake maker, and VIPS is a luxury bus. What I like most is VIPS executes very well. JD is old style store, losing more and more.
    Entry to flash sale is getting higher. DANG tried two years and never can get going.
    Aug 15 10:11 AM | 1 Like Like |Link to Comment
  • Investors Yawn On China Tech Super Thursday [View article]
    VIPS biz is hotter than reported. I guess the reason VIPS gave a conservative outlook is to leave room for its new cross-ocean expansion to Silicon Valley to reach U.S market. Personally approve such aggressive jump to directly compete with global leaders. Expect constant beat and some cost.
    Aug 15 09:03 AM | Likes Like |Link to Comment
  • Vipshop Crushes 2014 Q2 Earnings: Raised Guidance Makes Shares A Strong Buy [View article]
    Agree. VIPS is very potential as a long run horse.
    Lefeng is like Jumei. Lefeng joined VIPS while Jumei went to U.S. list. Lefeng expanded VIPS product lines.
    At this time, VIPS is hiring best coders from U.S. to upgrade its platform.
    Chinese all like best brands.
    Over one year ago, DANG tried to imitate VIPS, but DANG could not get started.
    VIPS is in unique position to do brand name flash sale.
    Aug 14 11:03 AM | Likes Like |Link to Comment
  • Update: YY Inc. Q2 Earnings [View article]
    Some China firms such as YY are very popular only in China.
    As I keep telling, the founder of most popular China smart phone (mi.com) is also the co-founder of YY, who is respected like Steve Jobs, so more and more Xiao Mi buyers are joining social YY, having enough paying rich users.

    Mi smart phone has started expanding to Taiwan and Southeast Asia, and YY is also contracting gaming there, making YY (NASDAQ:YY) a long run black horse.
    Aug 7 11:11 AM | Likes Like |Link to Comment
  • Fake Goods Sellers Take Polish Off Jumei [View article]
    One thing few know is the launching of JD's new Hatching Platform since this July.
    JD is going to assist new entrepreneurs with all sorts of resources including investment bidding thru its network.
    Aug 1 09:54 AM | Likes Like |Link to Comment
  • Fake Goods Sellers Take Polish Off Jumei [View article]
    You forgot to mention the later part of that Chinese article, which says they did quickly purge the fake seller.

    I singled out DANG as Danger.
    As China's largest direct sale platform, JD just added a C2C from Tencent. This small C2C is growing extremely fast after re-launching, and is being strictly controlled, so fake seller was quickly purged.

    I used to like DANG's effort. DANG's market share is small and hard to expand, always having internal issues. Real problem is DANG even sells fake from its direct sale platform from time to time.

    Largest C2C Alibaba's is combined with weak social Sina Weibo.
    Largest B2C JD has recently combined with strong social Tencent WeChat, which at this moment is spreading like fire around the world.
    Jul 30 02:56 PM | 1 Like Like |Link to Comment
  • Sales, Earnings, Or Growth: What's Cheapest In Chinese E-Commerce [View article]
    Good info. I used to favor DANG. Your info here convinced me JD will work best for me as long term. Thanks.
    Jul 28 08:24 AM | Likes Like |Link to Comment
COMMENTS STATS
507 Comments
287 Likes