- 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.
SHU Portfolio: Baozun Sells At A Ridiculous Discount
March 24th, 2019 · No Comments