T. H. Data Flash - Baozun Inc. – March & 1Q20E: Benefiting From Urgent Trend To Go Online And To China From Brands And Merchants Globally
We are positive into BZUN’s 1Q20 performance. As offline retail activities in China are at an all-time low, brands are increasing their online efforts. Merchants and brands are using all different types of ways to increase sales online, including traditional marketing as well as live broadcasting sales. In addition, China is likely the only promising market in the world to have meaningful sales given the global impact from the COVID-19 outbreak. As a result, BZUN is benefiting from such increasing urgency from offline to online and from other places in the world to China.
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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