BAOZUN SP.ADR A 3 DL-0001 WKN: A14S55 ISIN: US06684L1035 Kürzel: BZUN Forum: Aktien Thema: Hauptdiskussion

If you're looking for stocks that could deliver multibagger performance, starting with companies that have small market capitalizations, meaningful competitive advantages, and operate in industries that position them to benefit from market trends is a smart strategy to employ.  Baozun ticks all these boxes, and with shares trading down roughly 45% from their lifetime highs, growth-focused investors have an opportunity to establish a position in a potentially explosive company at an opportune price. Baozun's core business revolves around providing website creation tools, order fulfillment, and customer management services for Western brands that want access to China's online retail market. China is the world's largest e-commerce market, accounting for over 50% of global spending, and online retail sales in the country are still growing at a faster clip than those in the U.S. Major U.S. brands including Nike, Starbucks, and Microsoft do business in China through Baozun's online retail channels, and the company has lots of room to run if it can continue adding new brand partners to its platform.  The company's stock has been depressed lately due to Chinese hardware giant Huawei leaving its platform, and sales and earnings growth coming in slower than investors expected, but there's a good chance that Baozun will bounce back from its recent slumps and deliver big returns for patient investors.  Baozun has a market capitalization of roughly $2.2 billion, and it's already solidly profitable -- with the company value at roughly 23 times this year's expected earnings. There's still big room for the business to continue expanding, as e-commerce continues to account for a greater portion of China's retail market and the country's middle class continues to expand and enjoy increased per-capita purchasing power.

Yes

Gasma bist du hier drin?

https://finance.yahoo.com/news/baozuns-nasdaq-bzun-earnings-warrant-111638543.html

Das durchschnittliche 12 Monatskursziel liegt dann also 53% über dem aktuellen Kurs. Hat aber durchschnittlich nur eine Halteempfehlung. Macht ja sehr viel Sinn 😂 Die Analysten haben genauso wenig Ahnung wie wir!

Baozun Inc (NASDAQ:BZUN) has earned an average recommendation of “Hold” from the nine research firms that are currently covering the company, Marketbeatreports. Two research analysts have rated the stock with a sell recommendation, three have issued a hold recommendation and four have issued a buy recommendation on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $51.95.

https://seekingalpha.com/article/4314207-baozun-be-nearing-short-term-bottom

Danke für die Einschätzung.

Denke dass hier einfach zu hohe Erwartungen geschürt wurden. Das Geschäftsmodell ist super. Allerdings werden die größten Kunden immer irgendwann aus Kostengründen Ihre eigene Lösung entwickeln. Jetzt ist der Ausstieg von Huawei im Preis schon drin und man kann entweder jetzt billig verkaufen oder das Ding einfach liegen lassen bis wieder bessere Zeiten kommen

Wie seht ihr bzun. Ist die Aktie noch kaufbar. Wieviel Umsatz fällt durch Huawei weg?

Now I understand why we do not see a fast recovery

https://www.barchart.com/story/news/pr-newswire/4112466/berger-montague-investigates-securities-fraud-class-action-claims-against-baozun-inc-nasdaq-bzun

Bin gespannt, ob Alibaba nochmal ihre Beteiligung demnächst erhöhen wird. Aktuell haben die schon 15% der Anteile.

Das letztjährige Bärentief Ende 18/Anfang 19

@Bärliner, ich sehe keine große Unterstützung bei 30 Euro. Jedoch bei 30 Dollar. Meintest du die?