Q2 Top Long and Short Ideas: GOOS, BZUN, Macau Gaming, JD, and MOMO
Top Long - Canada Goose Holdings Inc (GOOS US):  Long thesis is GOOS’ global under-penetration and margin expansion as the business goes from...
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Baozun - Best Chinese E-Commerce Long; Buy After Correction
Baozun Inc. (BZUN US) is down 10% over the past few trading days on pre-earnings concern of rising spending. BZUN is to report Q1 earnings on May...
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Baozun: Top Long Idea on Chinese Consumers' Premiumization
Baozun Inc. (BZUN US) is a B2C e-commerce solutions provider in China mostly to multinational retailers of apparel and consumer electronics...
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