ENTITY
Baozun Inc.

Baozun Inc. (BZUN US)

76
Analysis
Information Technology • United States
Baozun Inc. provides e-commerce solutions. The Company's services include website design, development and hosting, information technology infrastructure, customer service, warehousing, and logistics services, as well as digital marketing. Baozun serves customers in China.
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•30 Nov 2018 05:53

G20 Game of Roulette:  Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts

From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...

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bearish•Baozun Inc.
•23 Nov 2018 18:51

Baozun Inc. (NASDAQ: BZUN)C3Q18 Review: Want Profitability or Cash Flow?

â—Ź BZUN reported C3Q18 GMV, net revenue, non-GAAP operating profit and GAAP net income (5.3)%, (4.3)%, (16)% and (34)% below our estimate. C4Q18...

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bearish•Baozun Inc.
•20 Nov 2018 00:02

Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL

We cut Q4 2018 GMV from 50% to 35% YoY, given Baozun Inc. (BZUN US) catastrophic miss last weekend during the 11.11 holiday sales.  We estimate...

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•12 Nov 2018 02:51

2018 China’s Singles’ Day GMV Review - First Cut

The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...

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bearish•Alibaba
•05 Nov 2018 07:37

What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)

As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...

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