Why baozun over alibaba?

2021-05-17

Stock Market Crash: 3 Companies to Buy and Hold for the Long Term

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DesmondChin
2021-05-17
DesmondChin
包准 is better than “软”粑粑
- bzlimReplyDesmondChin:
  Haha no problem. I am genuinely interested. Not too familiar with e-commerce in China. But I think baba weakness at this moment could present opportunities to enter if it can survive this.
- DesmondChinReplybzlim:
  haha, I'm just being sarcastic bro.. I'm not sure about baozun but Baba is a no-no in short term due to regulatory and Chinese theme stocks
- bzlim:
  Got any reason?

Leave a comment

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Recent volatility has pulled down prices on some promising stocks, and it's possible that additional turbulence will bring prices on great equities even lower.&nbsp;Big valuation pullbacks almost certainly add to the total amount of stress in the world, but they can also be great opportunities.</p><p>With that in mind, we assembled a team of Motley Fool contributors and asked each member to profile a stock that they believe is primed to go the distance and deliver great returns. Read on to see why they think that investors will be rewarded for building positions in these three companies.</p><h2><b>Baozun</b></h2><p><b>Keith Noonan (Baozun): </b>Growth-dependent technology stocks have been hit hard amid recent market volatility, and <b>Baozun</b>'s (NASDAQ:BZUN) valuation has slid far from its recent highs. The China-based e-commerce stock already looks like a good buy after the recent sell-off, and it's possible that risk-tolerant investors could secure even better long-term returns if a deeper market crash drives the company's share price lower.</p><p>Baozun is sometimes compared to <b>Shopify</b> because both companies provide e-commerce website creation and management services, but its business model is distinct enough to render the comparison somewhat misleading. So, while you might hear Baozun described as \"the Shopify of China,\" it's best to evaluate the company based on its own merits.</p><p>Baozun's core business revolves around providing a suite of online retail management tools and support services to large Western brands that are looking to tap into China's massive and fast-growing online retail market. While management has indicated that it's looking to move away from warehousing and order fulfillment services and focus on software services that deliver better margins, product storage and shipping still accounts for a substantial portion of the company's business. Like Shopify, Baozun also provides services that are tailored to small businesses, but this service is still at a relatively early growth stage.</p><p>The Chinese e-commerce services company is its own beast, and should be treated as such, but it's attractively valued and could deliver big wins for patient investors. Baozun stock trades down about 44% from its 52-week high of $57 per share and about 52% from the lifetime high that it hit in July 2018. With the company valued at $2.6 billion and trading at approximately 23 times this year's expected earnings, Baozun still has huge room for growth.</p><h2>The Trade Desk</h2><p><b>Jamal Carnette (The Trade Desk):</b> It's been a tough year for high-growth tech stocks like advertising specialist <b>The Trade Desk</b> (NASDAQ:TTD). Shares cratered after the company reported first-quarter earnings. So naturally you'd expect the company to miss analyst estimates on revenue or earnings or provide tepid guidance -- and you'd be wrong.</p><p>The Trade Desk beat analyst estimates for the top line by posting revenue growth of 37%, a growth acceleration from the 33% clip in the year-ago quarter, and blew adjusted EPS estimates of $0.77 away by reporting $1.41. Even better, the company guided for $260.5 million in revenue at the midpoint next quarter, a figure above consensus expectations and 87% higher than last year's pandemic figure.</p><p>The Trade Desk is firing on all cylinders but shares are down nearly 44% from yearly highs established in February. Like many growth stocks, the stock had gotten ahead of itself, with a 210% explosion while revenue only increased 26% (still impressive during the pandemic). However, the recent sell-off has created an opportunity for long-term investors.</p><p>The Trade Desk's long-term thesis remains intact. Advertising will continue to move away from print and traditional cable to digital outlets like mobile and connected video, while the ad buying process will continue to migrate from person-to-person to programmatic transactions. As the world's largest independent buy-side digital programmatic platform, The Trade Desk is well situated to benefit from these long-term trends</p><p>Like all stocks, The Trade Desk has risks. Last year's amazing run was partially based on its leadership around Unified ID 2.0, a transparent opt-in email tracking solution to replace third-party cookies. Publishers, marketers, and others across the advertising ecosystem rallied around UID 2.0 as <b>Apple</b> and <b>Alphabet</b> banned third-party cookies. Recent communications appear to indicate these platforms are also against Unified ID's email-based identifier to capture data.</p><p>Those fears appear to be overdone and don't apply to the high-growth advertising verticals like connected TV that led The Trade Desk's growth last quarter. Additionally, The Trade Desk is aggressively looking for new ways to expand its capabilities like its innovative deal with <b>Walmart</b> to provide insight into the retail giant's shoppers that will make it easier for advertisers locate prospective buyers.</p><h2>Amazon</h2><p><b>Joe Tenebruso</b> <b>(Amazon):</b> It might not seem like it at the time, but you can earn a fortune during a stock market crash. It's during these volatile times that the stock prices of the best businesses in the world are put on sale. Buying a high-quality, competitively advantaged company at a discounted price is an excellent recipe for wealth creation. Fortunately, we have <a href=\"https://laohu8.com/S/AONE\">one</a> such opportunity today with <b>Amazon </b>(NASDAQ:AMZN).</p><p>Amazon has grown even more dominant during the coronavirus pandemic. More people are shopping online than ever before, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> does e-commerce better than Amazon. The online retail juggernaut saw its first-quarter net sales surge 40% to $64.4 billion in North America and 60% to $30.6 billion in international markets. That's a staggering level of growth for a $1.6 trillion company.</p><p>Incredibly, Amazon has another powerful growth driver in its high-margin cloud computing business. Amazon Web Services (AWS) delivered sales growth of 32% in the first quarter, as businesses shifted their operations to the cloud during the COVID-19 crisis. Impressively, AWS produced $4.2 billion in operating profit on its $13.5 billion in revenue.</p><p>Yet despite these strong results, Amazon's share price has pulled back by about 10% from its highs of the year, along with the prices of many other growth stocks during the recent market swoon. Therein lies your opportunity.</p><p>Amazon's business is as strong as it's ever been, and its shares are now trading at a bargain price. If you buy today, you could reap the rewards.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Crash: 3 Companies to Buy and Hold for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Crash: 3 Companies to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/16/stock-market-crash-3-companies-to-buy-and-hold-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Depending on your perspective and positioning, a stock market crash can be an absolute nightmare or a blessing in disguise. Recent volatility has pulled down prices on some promising stocks, and it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/16/stock-market-crash-3-companies-to-buy-and-hold-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","BZUN":"宝尊电商","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/16/stock-market-crash-3-companies-to-buy-and-hold-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135998171","content_text":"Depending on your perspective and positioning, a stock market crash can be an absolute nightmare or a blessing in disguise. Recent volatility has pulled down prices on some promising stocks, and it's possible that additional turbulence will bring prices on great equities even lower. Big valuation pullbacks almost certainly add to the total amount of stress in the world, but they can also be great opportunities.With that in mind, we assembled a team of Motley Fool contributors and asked each member to profile a stock that they believe is primed to go the distance and deliver great returns. Read on to see why they think that investors will be rewarded for building positions in these three companies.BaozunKeith Noonan (Baozun): Growth-dependent technology stocks have been hit hard amid recent market volatility, and Baozun's (NASDAQ:BZUN) valuation has slid far from its recent highs. The China-based e-commerce stock already looks like a good buy after the recent sell-off, and it's possible that risk-tolerant investors could secure even better long-term returns if a deeper market crash drives the company's share price lower.Baozun is sometimes compared to Shopify because both companies provide e-commerce website creation and management services, but its business model is distinct enough to render the comparison somewhat misleading. So, while you might hear Baozun described as \"the Shopify of China,\" it's best to evaluate the company based on its own merits.Baozun's core business revolves around providing a suite of online retail management tools and support services to large Western brands that are looking to tap into China's massive and fast-growing online retail market. While management has indicated that it's looking to move away from warehousing and order fulfillment services and focus on software services that deliver better margins, product storage and shipping still accounts for a substantial portion of the company's business. Like Shopify, Baozun also provides services that are tailored to small businesses, but this service is still at a relatively early growth stage.The Chinese e-commerce services company is its own beast, and should be treated as such, but it's attractively valued and could deliver big wins for patient investors. Baozun stock trades down about 44% from its 52-week high of $57 per share and about 52% from the lifetime high that it hit in July 2018. With the company valued at $2.6 billion and trading at approximately 23 times this year's expected earnings, Baozun still has huge room for growth.The Trade DeskJamal Carnette (The Trade Desk): It's been a tough year for high-growth tech stocks like advertising specialist The Trade Desk (NASDAQ:TTD). Shares cratered after the company reported first-quarter earnings. So naturally you'd expect the company to miss analyst estimates on revenue or earnings or provide tepid guidance -- and you'd be wrong.The Trade Desk beat analyst estimates for the top line by posting revenue growth of 37%, a growth acceleration from the 33% clip in the year-ago quarter, and blew adjusted EPS estimates of $0.77 away by reporting $1.41. Even better, the company guided for $260.5 million in revenue at the midpoint next quarter, a figure above consensus expectations and 87% higher than last year's pandemic figure.The Trade Desk is firing on all cylinders but shares are down nearly 44% from yearly highs established in February. Like many growth stocks, the stock had gotten ahead of itself, with a 210% explosion while revenue only increased 26% (still impressive during the pandemic). However, the recent sell-off has created an opportunity for long-term investors.The Trade Desk's long-term thesis remains intact. Advertising will continue to move away from print and traditional cable to digital outlets like mobile and connected video, while the ad buying process will continue to migrate from person-to-person to programmatic transactions. As the world's largest independent buy-side digital programmatic platform, The Trade Desk is well situated to benefit from these long-term trendsLike all stocks, The Trade Desk has risks. Last year's amazing run was partially based on its leadership around Unified ID 2.0, a transparent opt-in email tracking solution to replace third-party cookies. Publishers, marketers, and others across the advertising ecosystem rallied around UID 2.0 as Apple and Alphabet banned third-party cookies. Recent communications appear to indicate these platforms are also against Unified ID's email-based identifier to capture data.Those fears appear to be overdone and don't apply to the high-growth advertising verticals like connected TV that led The Trade Desk's growth last quarter. Additionally, The Trade Desk is aggressively looking for new ways to expand its capabilities like its innovative deal with Walmart to provide insight into the retail giant's shoppers that will make it easier for advertisers locate prospective buyers.AmazonJoe Tenebruso (Amazon): It might not seem like it at the time, but you can earn a fortune during a stock market crash. It's during these volatile times that the stock prices of the best businesses in the world are put on sale. Buying a high-quality, competitively advantaged company at a discounted price is an excellent recipe for wealth creation. Fortunately, we have one such opportunity today with Amazon (NASDAQ:AMZN).Amazon has grown even more dominant during the coronavirus pandemic. More people are shopping online than ever before, and no one does e-commerce better than Amazon. The online retail juggernaut saw its first-quarter net sales surge 40% to $64.4 billion in North America and 60% to $30.6 billion in international markets. That's a staggering level of growth for a $1.6 trillion company.Incredibly, Amazon has another powerful growth driver in its high-margin cloud computing business. Amazon Web Services (AWS) delivered sales growth of 32% in the first quarter, as businesses shifted their operations to the cloud during the COVID-19 crisis. Impressively, AWS produced $4.2 billion in operating profit on its $13.5 billion in revenue.Yet despite these strong results, Amazon's share price has pulled back by about 10% from its highs of the year, along with the prices of many other growth stocks during the recent market swoon. Therein lies your opportunity.Amazon's business is as strong as it's ever been, and its shares are now trading at a bargain price. If you buy today, you could reap the rewards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4352454,"gmtCreate":1621228380523,"gmtModify":1680789235339,"authorId":3578983795474363,"author":{"id":3578983795474363,"authorId":3578983795474363,"name":"DesmondChin","avatar":"https://static.tigerbbs.com/b90cb6b6a6c328ac8d02a829e5e7c835","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":192407496,"type":1,"supId":0,"prevId":0,"content":"<p>包准 is better than “软”粑粑</p>","text":"<p>包准 is better than “软”粑粑</p>","html":"<p>包准 is better than “软”粑粑</p>","likeSize":0,"commentSize":3,"subComments":[{"id":4361551,"gmtCreate":1621301433071,"gmtModify":1680789393502,"authorId":3572436349218639,"author":{"id":3572436349218639,"authorId":3572436349218639,"name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3578983795474363,"repliedAuthor":{"id":3578983795474363,"authorId":3578983795474363,"name":"DesmondChin","avatar":"https://static.tigerbbs.com/b90cb6b6a6c328ac8d02a829e5e7c835","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":192407496,"type":1,"supId":4352454,"prevId":4354796,"content":"Haha no problem. I am genuinely interested. Not too familiar with e-commerce in China. But I think baba weakness at this moment could present opportunities to enter if it can survive this.","text":"Haha no problem. I am genuinely interested. Not too familiar with e-commerce in China. But I think baba weakness at this moment could present opportunities to enter if it can survive this.","html":"Haha no problem. I am genuinely interested. Not too familiar with e-commerce in China. But I think baba weakness at this moment could present opportunities to enter if it can survive this."},{"id":4354796,"gmtCreate":1621250655637,"gmtModify":1680789280743,"authorId":3578983795474363,"author":{"id":3578983795474363,"authorId":3578983795474363,"name":"DesmondChin","avatar":"https://static.tigerbbs.com/b90cb6b6a6c328ac8d02a829e5e7c835","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3572436349218639,"repliedAuthor":{"id":3572436349218639,"authorId":3572436349218639,"name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":192407496,"type":1,"supId":4352454,"prevId":4353011,"content":"haha, I'm just being sarcastic bro.. I'm not sure about baozun but Baba is a no-no in short term due to regulatory and Chinese theme <u>stocks</u>","text":"haha, I'm just being sarcastic bro.. I'm not sure about baozun but Baba is a no-no in short term due to regulatory and Chinese theme <u>stocks</u>","html":"haha, I'm just being sarcastic bro.. I'm not sure about baozun but Baba is a no-no in short term due to regulatory and Chinese theme <u>stocks</u>"},{"id":4353011,"gmtCreate":1621233385477,"gmtModify":1680789240461,"authorId":3572436349218639,"author":{"id":3572436349218639,"authorId":3572436349218639,"name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":192407496,"type":1,"supId":4352454,"prevId":0,"content":"Got any <u>reason?</u>","text":"Got any <u>reason?</u>","html":"Got any <u>reason?</u>"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/192407496"}