Short Opportunity in Vipshop

Featuring Anne Stevenson-Yang

Anne Stevenson-Yang, Research Director at J Capital Research, has a true insider’s perspective of China and in this trade idea, she outlines a short opportunity for investors in the online retail sector.

Published on
26 July, 2017
Topic
Trading, China, Micro
Duration
4 minutes
Asset class
Equities
Rating
8

Comments

  • GF

    George F.

    13 3 2018 17:10

    1       0

    It would be interesting to get her reaction to the recent run up.

  • md

    mike d.

    12 11 2017 19:22

    2       0

    Please bring ann back , Nicely done 3 minutes, to the point. I made 30% and took it off the table.

  • er

    esteban r.

    20 8 2017 19:43

    1       0

    Weekly support broken! She says this thing is a Zero? holly!

  • JH

    Jonathan H.

    10 8 2017 18:13

    1       0

    On the technical side. The daily chart looks to be breaking out to the bottom of a wedge that has been forming since 7/19, if it can hold below 11.66 until the close it may ignite a move back to 10. My stop will be close to 12

  • DR

    Daniel R.

    1 8 2017 05:42

    3       0

    thanks Anne. Please come on RV more often, you are wonderfully refreshing and acerbic. RV keep 'em comin'. Enjoyed the interview quite a bit.

  • je

    james e.

    29 7 2017 01:54

    0       0

    what is the best means for shorting? Would appreciate one more step in the thesis ... how to actually put on the short.

  • BO

    Barbaros O.

    28 7 2017 19:24

    4       0

    Anne, It would be great if you can share your research on VIPS as Jefferies and another handful of Analysts disagree.

  • AS

    Amit S.

    27 7 2017 12:52

    1       0

    To sum it up - VIPSHOP is the Alibaba of flash sale websites

  • JV

    Justin V.

    26 7 2017 22:42

    6       0

    Question is, is J Capital putting on fresh shorts at the current $12 price?
    I'm no chartist, but looking at the Weekly chart with Stochastics, since January 2016 there has been 4 times that VIPS has been oversold down to 20 on Stoch. Each time it has rallied back up to around $15.

    Happy to join your short Anne, but I'll just wait to see if it picks back up to the $14.50 area.

    I'm grateful for the trade idea, so thank you very much.

    • JV

      Justin V.

      26 7 2017 22:58

      0       0

      (This is the 4th time down to Stoch 20. I should've said 3 times before it has rallied up to around $15).

      Also, Higher High already established since last weekly high 23 June. So looks like a small rally is coming.

  • rm

    russell m.

    26 7 2017 22:30

    16       0

    Concise, pithy, pointed. Invite her back again.

  • SC

    Sajad C.

    26 7 2017 20:00

    3       0

    Dialectic Capital shorted this from 30 using options from 2014. Two reports came out in 2015 re this stock. One from J Capital i think. Two accounting systems used, Chinese and US.

  • GF

    George F.

    26 7 2017 18:10

    4       0

    First hit on google news is from today on Barron's.

    Vipshop: It's Time to Buy; Threat from Alibaba, JD.com Is Low

    • JH

      Jonathan H.

      27 7 2017 02:40

      0       0

      I just saw that, was going to post it... beat me to it

    • dj

      daniel j.

      27 7 2017 11:06

      0       0

      Saw it too - http://www.barrons.com/articles/vipshop-its-time-to-buy-threat-from-alibaba-jd-com-is-low-1501059781?mod=yahoobarrons&ru=yahoo&yptr=Yahoo

  • dj

    daniel j.

    26 7 2017 13:32

    0       0

    What else is new

  • JC

    Jordan C.

    26 7 2017 12:47

    2       0

    Estimation of Time horzion?

    • JH

      Jonathan H.

      26 7 2017 18:19

      1       0

      I don't think you really need it on this one. Look for a good entry and ride it down.

    • MD

      Matt D.

      26 7 2017 18:26

      4       1

      I'm wondering time horizon for choosing option expiration.

  • MS

    Matt S.

    26 7 2017 10:48

    9       0

    But what does she "really" think about the company? ;)