Posts Tagged ‘company guidance’

With the quarterly earnings season winding down, we take this opportunity to look back at how ecommerce companies performed against Wall Street’s expectations.

While the Chinese macro economy has certainly experienced the effects of the global recession, we feel that the negativism regarding Sina’s business has been overdone.

We see continued weakness in the travel sector into 2009 and only a moderate recovery in 2010.

We expect that Orbitz reliance on domestic travel could cause its performance to falter even more than its more diversified peers.

Based on our analysis, we are expecting HD to report disappointing results that fail to meet Wall Street’s consensus expectations.

Based on our analysis, we are expecting NILE to report better than expected results that beat Wall Street’s consensus expectations.

The Chinese economy is certainly feeling the effects of the global recession, although how much of an impact it will have remains to be seen.