wilco99
- 12 Sep 2003 15:52
ASOS have dropped quite significantly in the past week for no particular reason and I view this as the perfect opportunity to invest as I can see them bouncing right back up to the 5.50p mark in the next 2-3 weeks. STRONG BUY!!
tomasz
- 07 Mar 2013 11:15
- 4301 of 5941
this thing is right on the roof to me so just unloaded November stock. 850 pts run...
WOODIE
- 08 Mar 2013 09:41
- 4302 of 5941
this could be the reason for the rise over the last few days.
British fast fashion e-commerce retailer ASOS is reportedly exploring the Chinese market with the help of YOHO! (yohobuy.com), a leading Chinese online fashion retailer.
It was reported by chinabyte.com that the senior managers of ASOS have shown up in Beijing and Shanghai to communicate with Chinese local e-commerce companies.
In fact, ASOS has issued a recruitment advertisement for a general manager position in China last December and listed China as its fifth largest international strategic market in 2011. However, ASOS has not entered the Chinese market so far, but only serves Chinese consumers with free global shipping.
Nevertheless, the difficulties of foreign e-commerce companies stepping into the Chinese market troubles ASOS as well, including the high acquisition costs and pressure imposed by local e-commerce companies who have reached certain advantages of scale.
Consequently, it seems better for ASOS to team up with a reliable partner instead of operating independently.
For instance, ASOS would likely not prefer to settle on Tmall or Taobao due to the failure of Japan’s largest fashion e-commerce company ZOZOTOWN.
At the same time, the apparel business of comprehensive B2C (business-to-consumer) platforms is relative weak, which cannot be counted on as a base for ASOS to develop.
According to one venture capital insider, the Chinese fashion e-commerce company YOHO! is very attractive in the capital market now that each time when staff of ASOS or ZOZOTOWN came to visit mainland China, YOHO! is always actively arranging with them.
YOHO! is quickly developing with the “e-commerce plus media” model to attract fans with the publication of a fashion magazine and YOHO.cn, a fashion BBS (bulletin board system), which helps to save a great deal on marketing costs.
http://www.morningwhistle.com/html/2013/commerce_0306/217436.html
tomasz
- 08 Mar 2013 12:14
- 4303 of 5941
yes , could be too, but there are few things working as usual.first its run up to quarter statement 20th after 50ma touch. then you've got better Christmas wich will put quarter numbers higher the estimate. now higher numbers here means probable higher end of FY EPS and higher price room to trade.nothing unusual I see here apart from the fact that I quit spread too early..ughh...could be mega sweet...:)
tomasz
- 12 Mar 2013 14:28
- 4304 of 5941
3200! and without me ! come on , enough , stop ! lol
skinny
- 20 Mar 2013 07:05
- 4305 of 5941
Trading Statement
Q2 Highlights
· Retail sales +37% year on year (UK +28%, International +45%)
· International sales 59% of total (57% last year)
· Retail gross margin down c.50bps on prior year (+350bps in Q2 2011/12)
· 6 million active customers* at 28 February 2013 (+40% year on year)
*Defined as having shopped in the last 12 months
H1 Highlights
· Retail sales +34% year on year (UK +26%, International +39%)
· International sales mix 61% of total (59% last year)
· Retail gross margin down c.60bps on prior year (+400bps in H1 2011/12)
tomasz
- 20 Mar 2013 07:52
- 4306 of 5941
Unbelievable numbers,no wonder insiders rided price that much.so, as i did most of this ride too i'll be sitting on cash and watch.i can see both sides steaming ready before open.going to be crazy again
skinny
- 20 Mar 2013 08:52
- 4307 of 5941
Canaccord Genuity Buy 3,192.00 3,111.00 2,600.00 3,400.00 Upgrades
N+1 Singer Hold 3,192.00 3,111.00 - 2,600.00 Reiterates
Cantor Fitzgerald (formerly Seymour Pierce) Hold 3,192.00 3,111.00 2,500.00 2,900.00 Retains
Oriel Securities Buy 3,192.00 3,111.00 3,000.00 3,000.00 Reiterates
tomasz
- 20 Mar 2013 09:43
- 4308 of 5941
sure skinny , there are bunch of "experts" with different targets, but current market's "reality" is 3360 and right thing to do was being long up to this point- as for now...any decision different to this and any "experts" target price suggesting something different was simply wrong.no matter how serious expert's name is or how cleverly is putting in words...:)
tomasz
- 20 Mar 2013 09:48
- 4309 of 5941
200k buy at almost highest.. I would be happy if this was ending up order as this could be good to short exuberance..
tomasz
- 20 Mar 2013 10:25
- 4310 of 5941
3400 ! got to be kidding me! this looks so good that is start to be bad.
cynic
- 20 Mar 2013 11:07
- 4311 of 5941
happy to admit that the gibbering czech/hungarian (english!) was right and i was wrong! ...... however, i still wouldn't go near this one, as i think it's now even more hopelessly over-valued!!!
tomasz
- 20 Mar 2013 11:59
- 4312 of 5941
you didn't call the right one but don't be surprised...as you born and bred here you'll be representation of archetype-prototype and with all prototype's shortcomings you have to expect modern english models being more effective.lol
cynic
- 20 Mar 2013 12:10
- 4313 of 5941
now i know why i ignore you and this thread 99% of the time .... you're still and no doubt will remain a gibbering flake
tomasz
- 20 Mar 2013 12:56
- 4314 of 5941
that 1% remaining time just means that most of the time you trying really very hard to eclipse the truth that you're mistaken.denial in your case is working for your self esteem to keeps you nice and worm.. and away from painful truth..nothing unusual, not young anymore man...lol
Seymour Clearly
- 20 Mar 2013 13:09
- 4315 of 5941
Tomasz, Cynic paid you a compliment (4312), you chose to respond with a (mild) insult - at least that's what I think it was. No wonder he then responded with 4313. An apology would be a nice gesture.
cynic
- 20 Mar 2013 13:30
- 4316 of 5941
i think i can live very happily without an apology - not that i sought one :-)
tomasz
- 20 Mar 2013 15:59
- 4317 of 5941
SC don't be naïve, 4311 is been classified as fraudulent appearance.i took short on that post.:)
skinny
- 20 Mar 2013 16:23
- 4318 of 5941
erm.
tomasz
- 20 Mar 2013 16:34
- 4319 of 5941
dmc.
tomasz
- 20 Mar 2013 16:42
- 4320 of 5941
last minute..3375 looks so good that it could be bad also so I'm short.