T.H. Capital - Baozun Inc Sponsored ADR Class A (BZUN) BZUN: Strong Huawei Store Sales Drive GMV Growth In 2Q19; Expect Better 2Q19 Revenue

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T.H. Capital

Tian Hou

EUR 214.35 For Business Accounts Only

BZUN: Strong Huawei Store Sales Drive GMV Growth In 2Q19; Expect Better 2Q19 Revenue

BZUN will report 2Q19 results on August 21^st before the markets open with an 8:30am EST conference call. We are positive on BZUN into 2Q19 earnings. BZUN’s GMV grew faster in 2Q19 than that in 1Q19 driven by the sales hike of Huawei flagship store. Huawei is under the non-distribution model; therefore, we do not expect the take rate for non-distribution model to improve in 2Q19.

15/08/2019 1 EN

Underlying

Baozun Inc Sponsored ADR Class A

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US06684L1035 NASDAQ Stock Market Cayman Islands

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T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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BZUN: Strong Huawei Store Sales Drive GMV Growth In 2Q19; Expect Better 2Q19 Revenue

BZUN: Neutral On 2Q23 Performance On Less Brands And Weak Consumer Electronics

Baozun Announces First Quarter 2023 Unaudited Financial Results

Baozun Schedules Annual General Meeting of Shareholders

TCOM: TCOM’s Potential Better 4Q2024 Performance and Better Long-Term Growth Outlook

BILI: Cautious On Long-Term Outlook Due To Competition And Market Saturation

BIDU: Expect In Line 2Q24 Results; Monetization In AI Is Taking Time To Drive Overall Growth

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