Amazon investors may start to get fed up – MarketWatch First Take – MarketWatch

Still, it’s worth noting that Amazon’s shares, which were off about 1.7% in after-hours to around $297.70, are trading at a price/earning ratio of around 132 times earnings over the next 12 months. One of its e-commerce rivals, another giant, eBay Inc. EBAY -1.15%  is currently trading at 17.3 times earnings for the next 12 months. Internet ad behemoth Google Inc. GOOG -1.68%  trades around 15 times earnings.Colin Gillis, an analyst with BGC Financial, talked about Amazon’s razor thin profit margins in a recent note, in which he wrote, “The clock is ticking for Amazon to show that it can sell its goods and services while making a profit that might start to justify its $136 billion market capitalization.”After the company’s second quarter results, it’s a good point to consider.

via Amazon investors may start to get fed up – MarketWatch First Take – MarketWatch.

Mie mi se pare AMZN un candidat bun la shortare, pe termen mai lung. Nu vad sa aiba un moat indestructibil, in afara de brandul si know how-ul de executie. Deci nu vad ce i-ar opri pe altii cu brand si know how si buzunare mai largi (din profituri serioase trimestru de trimestru) sa intre pe piata B2C de indata ce piata devine atractiva, atunci cand Amazon se hotaraste sa impinga preturile in sus pentru a-si introduce o marja de profit. Ca sa nu mai vorbim de decelerarea vanzarilor care ar surveni ca urmare a elasticitatii preturilor. In online pretul e esential, comparatia e facila si clientii trec imediat mai departe in cautare de chilipir cand scumpesti. Cred ca AMZN se va prabusi de indata ce investitorii, ca gloata, se hotarasc sa ceara profituri sau sa vanda.

Lasă un răspuns

Completează mai jos detaliile despre tine sau dă clic pe un icon pentru autentificare:

Logo WordPress.com

Comentezi folosind contul tău WordPress.com. Dezautentificare / Schimbă )

Poză Twitter

Comentezi folosind contul tău Twitter. Dezautentificare / Schimbă )

Fotografie Facebook

Comentezi folosind contul tău Facebook. Dezautentificare / Schimbă )

Fotografie Google+

Comentezi folosind contul tău Google+. Dezautentificare / Schimbă )

Conectare la %s