T. H. Data Flash - Vipshop Holdings (VIPS) – December & Preliminary 4Q17: Expect Faster Growth in 2018 Fueled By Traffic from JD and Tencent and Slightly Better 4Q17

  • T. H. Data Flash - Vipshop Holdings (VIPS) – December & Preliminary 4Q17: Expect Faster Growth in 2018 Fueled By Traffic from JD and Tencent and Slightly Better 4Q17

While VIPS’s 4Q17 performance may be inline, we believe its 2018 can enjoy faster growth due to the traffic help from JD (JD, $46.40, Buy) and Tencent (700.HK, HK$444.20, Not Rated). Based on our data, we believe VIPS’ revenue in 4Q17 is likely to be around RMB23,484.3M (23.7% Y/Y growth), slightly better than consensus at RMB23,311.0M (22.8% Y/Y growth) driven by higher price of SKUs sold.

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