Baozun(BZUN)
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Tiger_Contra ·02-12💰4 Charts Help You Find Undervalued Chinese Stocks & ADRs💰4 Charts Help You Find Undervalued Chinese Stocks & ADRs
I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changinjfsrevg ·2024-12-05My basket of 48 China-based tickers traded on U.S. exchangesMy basket of 48 China-based tickers traded on U.S. exchanges
My basket of 48 China-based tickers traded on U.S. exchanges. $Kingsoft Cloud Holdings Ltd(KC)$ $21vianet(VNET)$ $Daqo New(DQ)$ $ZEEKR(ZK)$ $EHang Holdings Ltd(EH)$ $Hello Group Inc(MOMO)$ $Dada Nexus Limited(DADA)$ $Bilibili Inc.(BILI)$ $XPeng Inc.(XPEV)$ $Qifu Technology(QFIN)$ $GDS Holdings Ltd(GDS)$TOPFistein: As per your watch list, Dada Nexus (DADA) is the most undervalued China-based stock, with the greatest potential for upside trend in the upcoming trillion-dollar China Bank stimulus package.TigerGPT ·2024-11-21Q: What is Baozun (BZUN) Q3 2024 Earnings Call Transcript Summary?Q: What is Baozun (BZUN) Q3 2024 Earnings Call Transcript Summary?
TigerGPT Answer: The final result you summarize based on positive and negative content needs to be objective, neutral, and dialectical. Here are the specific viewpoints from earnings call Bullish Points: - Baozun's total revenues grew by 13% year over year, reflecting the strength of their revitalized approach and consistent operational alignment. - BEC achieved a 14% revenue increase, driven by improvements in both services and product sales. - The Douyin business grew by triple digits year over year, directly resulting from strategic integration and commitment to launching innovations. - BBM has resumed growth with a 10% year-over-year increase, the first revenue expansion since the acquisition of the Gap brand in China. - Hunter has made solid proglimmero ·2024-10-01$iQiyi Inc.(IQ)$ IQ BABA $Alibaba(BABA)$ , BIDU $Baidu(BIDU)$ , BZUN $Baozun(BZUN)$ , XNET $Xunlei(XNET)$ . Thank God we had the chance to accumula...$iQiyi Inc.(IQ)$IQ BABA $Alibaba(BABA)$ , BIDU $Baidu(BIDU)$ , BZUN $Baozun(BZUN)$ , XNET $Xunlei(XNET)$ . Thank God we had the chance to accumulate a lot of shares in the past couple of years. More buyback programs for each company are coming in Q4. Hold patiently and enjoy life. Once-in-a-lifetime opportunity, in my humble opinion. TigerGPT ·2024-08-28Q: What is Baozun (BZUN) Q2 2024 Earnings Call Transcript Summary?Q: What is Baozun (BZUN) Q2 2024 Earnings Call Transcript Summary?
TigerGPT Answer: **Baozun (BZUN) Q2 2024 Earnings Call Summary** **Bullish Points:** 1. Baozun Group achieved a 3% year-over-year revenue growth in Q2 2024. 2. BEC (Baozun E-commerce) showed solid momentum with top-line returning to growth after 10 consecutive quarters of year-over-year contraction. 3. Successful integration of Location, a top Douyin partner, into Baozun's livestreaming business unit. 4. BBM (Baozun Brand Management) is narrowing its losses while accelerating store expansion and fine-tuning unit economics of new stores. 5. Baozun technology received another prestigious Gartner Award in Direct to Consumer Solutions. 6. Two logistic parks were certified as carbon neutral, and a partnership with Nike on an innovative shoe recycling progEling111 ·2024-06-08TigerGPT ·2024-05-28Q: What is Baozun (BZUN) Q1 2024 Earnings Call Transcript Summary?Q: What is Baozun (BZUN) Q1 2024 Earnings Call Transcript Summary?
TigerGPT Answer: Here are the specific viewpoints from the Baozun (BZUN) Q1 2024 earnings call: Bullish Points: 1. Baozun Group achieved a 5% year-over-year revenue growth reaching 2 billion. 2. BBM's 66% year-over-year revenue increase and better top-line momentum from BEC. 3. Operating cash flow improved by 129 million, reflecting robust business model and operational efficiency. 4. Service revenue returned to growth after six quarters of year-over-year contraction. 5. Introduction of a high-quality product sales model through exclusive distribution collaborations. 6. Solid Q1 results for BBM in both top and bottom lines, with positive market acceptance and increased growth potential. 7. Deployment of over 5,000 partner offline stores for a globalSmartkarma ·2024-03-25Baozun (BZUN US) - GAP Revitalization Making Good ProgressBaozun (BZUN US) - GAP Revitalization Making Good Progress
⬆ $Baozun Inc.(BZUN)$ - For 1Q24E, we expect a low-single-digit YoY decline in revenue, with a net loss position, for slower BEC (Baozun E-commerce) recovery with soft consumption sentiment. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/baozun-bzun-us-gap-revitalization-making-good-progress?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Baozun Inc. (BZUN):- https://www.smartkarma.com/entities/baozun-inc?utm_source=tiger_communityTigerGPT ·2024-03-21Q: What is Baozun (BZUN) Q4 2023 Earnings Call Transcript Summary?Q: What is Baozun (BZUN) Q4 2023 Earnings Call Transcript Summary?
TigerGPT Answer: Here are the specific viewpoints from Baozun (BZUN)'s earnings call: Bullish Points: 1. Baozun Group demonstrated resilience and adaptability, reinforcing its omnichannel capability and improving service quality. 2. Annual operating cash flow and free cash flow both grew by double-digit year over year, reaching record highs. 3. Total revenues of the group grew 5% year over year, with contributions from Baozun brand management. 4. Baozun brand management executed a strategy of premiumization for Gap China, achieving a 54% gross margin. 5. Acknowledged as a representative vendor in Gartner's Market Guide for Distributed Order Management System. 6. Healthy cash flow and balance sheet, positioning the company to seize new opportunities abubblyx ·2024-03-08$JD.com(JD)$ The mood of Chinese citizens is improving now. Interesting to see that 87% (top 4 countries, all in Asia) think 2024 will be better th...$JD.com(JD)$ The mood of Chinese citizens is improving now. Interesting to see that 87% (top 4 countries, all in Asia) think 2024 will be better than 2024. See slide 13 of Ipsos Survey in link. So indeed, things have started to improve from the bottom. Good. JD should benefit. All consumer cyclicals should benefit. All the more that this is part of the strategy to develop more consumption-led growth. Good for $Baozun(BZUN)$ as well as brands always shine better with optimism.Smartkarma ·2023-11-23Baozun (BZUN US) – Eye on GAP Revitalization & Livestreaming Ecommerce ExpansionBaozun (BZUN US) – Eye on GAP Revitalization & Livestreaming Ecommerce Expansion
⬆ $Baozun Inc.(BZUN)$ - Looking into 4Q23E, we expect revenue +10% YoY in 4Q23E, supported by Gap’s expansion in Shanghai to offset BEC’s slower recovery (on soft consumption sentiment). Continue reading on Smartkarma:- https://www.smartkarma.com/insights/baozun-bzun-us-eye-on-gap-revitalization-livestreaming-ecommerce-expansion?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Baozun Inc. (BZUN):- https://www.smartkarma.com/entities/baozun-inc?utm_source=tiger_communityTigerGPT ·2023-11-22Q: What is Baozun (BZUN) Q3 2023 Earnings Call Transcript Summary?Q: What is Baozun (BZUN) Q3 2023 Earnings Call Transcript Summary?
TigerGPT Answer: In the recent earnings call for Baozun (BZUN), both bullish and bearish points were discussed, reflecting the company's performance and future outlook. Here are the specific viewpoints from the earnings call: Bullish Points: 1. Total revenue grew by 5% year over year to RMB 1.8 billion. 2. 26% year-over-year increase in sportswear. 3. Improved operating cash flow. 4. BBM's gross margin of 56% outpaces initial forecast. 5. Opened five new stores with positive consumer feedback. 6. Successful consolidation of systems into retail operating platform (ROP). 7. Solid progress in business intelligence capabilities. 8. Planned 51% equity acquisition of Location, a top-tier Douyin partner. 9. Double-digit GMV growth in WeChat and Douyin. 10.snappyz ·2023-11-20Top Beaten-Down Chinese Stocks to Buy Right NowTop Beaten-Down Chinese Stocks to Buy Right Now
Top Beaten-Down Chinese Stocks to Buy Right NowReasons to buy $Alibaba(BABA)$Alibaba Group Holding Limited ( BABA ) : Leader in the Chinese e-commerce market, strong track record of innovation and growth.JD.com, Inc. ( JD ) : Well-established and profitable company with a strong market position, benefiting from the growth of the Chinese e-commerce marketBaidu, Inc.( BIDU ) : Dominant player in the Chinese search market, strong track record of innovation, expanding into new markets, such as cloud computing and artificial intelligenceBZUN X, Inc. ( BZUN ) : Rapidly growing company with a strong market position, benefiting from the growth of the Chinese fintech marketI would recommend allocating your funds as follows: Guy ·2023-09-21$Baozun(BZUN)$ Lots of upset people looking at individual stocks today but it is the China sentiment and market and often not stock specific. Every...$Baozun(BZUN)$ Lots of upset people looking at individual stocks today but it is the China sentiment and market and often not stock specific. Everything gets crushed in these types of market during September. Case in point - $JD.com(JD)$ and BZUN are mapping perfectly but with BZUN having more beta (%) up and down. Not the individual stock. Although I have played JD in the past I am banking on BZUN on this downturn starting yesterday. They are sitting now at 10% of revenues, 34% of book value, 43% of cash value and just moving into profits with the GAP turnaround new Hunter deal. Not calling for a bottom and just thinking when China sentiment does turn this will have way more % move to the upside with hopefTOPBang on anything Chinese now is banging one's head against the wall. Hope I am wrong though.... But if the antagonism betw US n China persists, there will be more blood to be shed. Only benefactor is India that will grow stronger for the upper rich crust....TigerGPT ·2023-08-28Baozun (BZUN) Q2 2023 Earnings Call Transcript SummaryBaozun (BZUN) Q2 2023 Earnings Call Transcript Summary
In the recent earnings call for Baozun (BZUN), there were several key points discussed that could impact the company's future stock price. Here is a summary of the bullish and bearish points from the call: Bullish Points: 1. Strategic partnership with Authentic Brands Group (ABG) 2. Solid growth in profits and cash flows for Baozun e-commerce 3. Improved top-line momentum as consumer sentiment gradually recovers 4. Double-digit year-over-year growth in sportswear 5. Product sales gross margin expansion 6. Effective cost optimization 7. Reduced operating loss for Gap China 8. Healthy trend in new business development with 41 new brands added 9. Record high of 46% of brands engaged on at least two channels 10. Establishment of Creative Content to Commerce (CCC) business unit Bearish Points:Smartkarma ·2023-03-24Baozun (BZUN US) – Reorganizing to capture LT opportunitiesBaozun (BZUN US) – Reorganizing to capture LT opportunities
⬆ $Baozun Inc.(BZUN)$ - Baozun delivered mixed 4Q22 results on soft electronics. It restructured into three biz lines, to capture ecommerce recovery and LT opportunities. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/baozun-bzun-us-reorganizing-to-capture-lt-opportunities?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Baozun Inc. (BZUN):- https://www.smartkarma.com/entities/baozun-inc?utm_source=tiger_communityjazzyco ·2023-03-22$Baozun(BZUN)$ why would BZUN take it private? They have both the USA and China public markets as an unlimited supply of free loans (anytime they w...$Baozun(BZUN)$ why would BZUN take it private? They have both the USA and China public markets as an unlimited supply of free loans (anytime they want to issue up new shares). But if you are a great company with free cash flow you don't need the "free loans" very often except when growing quickly, but its still a great asset to have.. Taking it private would be a horrible move.jazzyco ·2023-03-22$Baozun(BZUN)$A majority of Gap’s and Gap China’s losses in 2021 and 2022 could be attributed to supply chain issues from Covid related issues. Clo...$Baozun(BZUN)$A majority of Gap’s and Gap China’s losses in 2021 and 2022 could be attributed to supply chain issues from Covid related issues. Closure of factories in Vietnam where a majority of Gap clothing are manufactured led to low inventory, loss of sales and the high cost of re-routing and airlifting stock to destinations. Baozun says it’s eliminating such issues by moving manufacturing to China and using its strong logistics and warehousing. A turnaround to growth a profitability will most likely come earlier than expectedjfsrevg ·2023-01-12Further buying commitments, SPY and IWM reclaimed 50MAFurther buying commitments, SPY and IWM reclaimed 50MA
11/1/2023 Market Diary & Playbook- Further buying commitments, $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ reclaimed 50MA- IWM leading with +1.5% ( SPY +0.7%, QQQ +0.85%)- crypto related companies are the strongest group mover YTD, +30% to 60% in 6 sessions (ie $Riot Blockchain, Inc.(RIOT)$ $Bitfarms Ltd.(BITF)$ $Marathon Digital Holdings Inc(MARA)$ $HIVE Blockchain Technologies Ltd.(HIVE)$ $Hut 8 Mining Corp(HUT)$jfsrevg ·2023-01-05KWEB & FXI attempted breakout,GDS,BILI,DADA closed strongKWEB & FXI attempted breakout,GDS,BILI,DADA closed strong
4/1/2023 Market Diary & Playbook -SPY$SPDR S&P 500 ETF Trust(SPY)$ (-0.42%), consolidating within bear flag as declining MA approaches-KWEB$CSI China Internet ETF(KWEB)$ &FXI$iShares China Large-Cap ETF(FXI)$ attempted breakout,$GDS Holdings Ltd(GDS)$ $Bilibili Inc.(BILI)$ $Dada Nexus Limited(DADA)$ closed strong (14%++)- others squat on gap up,$Hello Group Inc(MOMO)$ $Melco Crown Entertainment(MLCO)$
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High
3.51
Open
3.50
Volume%
0.82
Low
3.40
Close
3.49
T/O Rate
0.46%
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