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SHU Portfolio: Baozun Sells At A Ridiculous Discount

March 24th, 2019 · No Comments

  • Baozun has a unique position within the Chinese e-business landscape and despite a slowing economy and trade-tensions, it keeps on growing fast.
  • The addition of new brands is accelerating and the company is embarking on getting more domestic customers with the help of its investments.
  • These investments in technology, marketing and distribution have now reached their desired level, we could see margins expanding this year.
  • The shares are simply ridiculously cheap. We have no explanation for that.

Source: SHU Portfolio: Baozun Sells At A Ridiculous Discount – Baozun Inc. (NASDAQ:BZUN) | Seeking Alpha

Tags: BZUN