ECM Weekly (4 July 2020) - Smoore, Ocumension, Zhenro Services, Archosaur Games
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. It...
521 Views
Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US)Ā management comments during their...
489 Views
2019 Alibabaās Singlesā Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this yearās Double 11 Festival, on live streaming, brand merchandisersā...
509 Views
Baozun (NEGATIVE) Competition from Belleās TopSports; Q2 Margin Miss; CFOās Broken Record
Q2 earnings combined with our ongoing checks into merchandisers lead us to believe that Baozun Inc. (BZUN US) is using its balance sheet to finance...
589 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the companyās declining profit margin due to eroding pricing power to key customers, and...
595 Views