- AASTOCKS
《大行》野村降唯品會(VIPS.US)評級至「中性」削目標價至14美元 競爭加劇電商生態惡化
野村發表報告，降唯品會(VIPS.US)投資評級由「買入」下調至「中性」，目標價由21美元降至14美元。報告稱，在維持穩定利潤率及收入增長兩者之間，唯品會需要作出艱難抉擇。 報告稱電商巨擘競爭加劇令經營環境惡化，電商行業價格競爭從未如此激烈。由拼多多(PDD.US)最初推出低價策略，被阿里-SW(09988.HK)(BABA.US)及京東-SW(09618.HK)(JD.US)仿傚。阿里及京東等都向消費者提供優惠，包括調低免運費送貨門檻及更易退貨。 野村認為競爭加劇令電商生態惡化。電商巨擘之間對低價的重視料令較小型同業如唯品會遭殃，消費者在電商龍頭提供優惠下料粘性更高。不過，該行認為唯品會的超級VIP會員忠誠度仍強勁，該類客戶佔季度活躍客戶基礎達16%。(da/w)~ 阿思達克財經新聞 網址: www.aastocks.com
- InvestorPlace
3 Chinese Stocks to Buy Now: June 2024
Most investors oftentimes limit themselves too much when deciding what stocks to invest in next. Most times, they primarily look for American-based companies with safe, secure upsides. More specifically, investors look for reliable companies that have earnings growth potential at a fair valuation. After all, this is the crux of what many consider a good investment. But, being blind to international companies with these exact same amazing features can result in many missing out on plenty of great
- InvestorPlace
The Retirement Rainmakers: 3 Stocks Delivering Both Income and Growth
Generally speaking, retirement income stocks tend to be boring, predictable affairs for a reason. At this point, you don’t want to be rocking the boat. However, enterprises that are too boring can also be problematic because they may not be keeping pace with the times. On that note, it may be more advantageous to consider compelling enterprises that bring a healthy mixture of growth and dividends. Here’s a rethink on the familiar narrative of retirement income stocks to buy. Sysco (SYY) Source:
