bearish
Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
354 Views07 Mar 2020 06:08
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
JL Warren Capital
Investment Advisors
- Zai Lab HK Trading - Interest and Behaviour in Line with Huazhu, Highest Concentration so Far25 Sep 2020
- Huazhu HK Secondary Listing Trading - Lowest Coverage, Biggest Correction, Highest Concentration21 Sep 2020
- Baozun HK Secondary Listing - Large Dilution Needs a Large Correction17 Sep 2020
- Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked07 Mar 2020
- Baozun (NEGATIVE) Competition from Belle’s TopSports; Q2 Margin Miss; CFO’s Broken Record05 Sep 2019
- BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers19 May 2019
- Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL20 Nov 2018
x