唯品会被低估了
her hidden gem in the under $10 category is Chinese e-retailer Vipshop (NASDAQ:VIPS).
10美元以下的另一个隐藏宝石是中国电子零售商vipshop(纳斯达克:vips)。
Although China’s economy is slowing, it is still growing at a robust mid single digit rate. At the same time, the digital economy remains red hot, with e-retail sales projected to rise 30% this year. Vipshop is at the heart of this robust e-retail sales growth narrative. Further, Vipshop is a discount retailer, and if the U.S. retail landscape has shown us anything, it is that off-price retail is a winning strategy. See the stocks of Ross Stores (NASDAQ:ROST), TJX (NYSE:TJX), Walmart (NYSE:WMT) and Five Below$(FIVE)$ (NASDAQ:FIVE), versus the stocks of Nordstorm (NYSE:JWN) and Macy’s (NYSE:M).
与此同时,数字经济依然火热,预计今年电子零售销售额将增长30%。唯品会是这个强劲的电子零售销售增长故事的核心。此外,唯品会是一家折扣零售商,如果美国的零售格局向我们展示了任何东西,那就是低价零售是一个成功的策略。看看罗斯商店(Nasdaq:Rost)、TJX(NYSE:TJX)、沃尔玛(NYSE:WMT)和五家低于五美元(Nasdaq:5)的股票,而不是Nordstorm(NYSE:JWN)和梅西百货(NYSE:M)的股票。
Thus, Vipshop finds itself at the convergence of two favorable trends. On one end, you have robust growth through expansion of China’s e-commerce landscape. On the other end, you have sustained popularity through an off-price retailing strategy.
因此,唯品会发现自己处于两种有利趋势的交汇点。一方面,通过扩大中国电子商务版图,您将获得强劲的增长。另一方面,你通过低价零售策略保持了受欢迎程度。
Net net, that means Vipshop projects as a sustained big grower for the foreseeable future. That sustained big growth should shoot VIPS stock materially higher from today’s sub-$10 price.
net net,这意味着在可预见的未来,唯品会作为一个持续的大种植者进行项目。这种持续的大增长应该会使VIP股票从今天的10美元以下的价格大幅上涨。
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