T. H. Data Flash – Baozun – 4Q17: Expect 4Q17 Revenue to Be Better than Consensus; 1Q18 Consensus Expectation Conservative
BZUN continues to benefit from the increase in Tmall's international brands. As a brand operator, it has better capabilities than its peers. The market is becoming more concentrated as several operators’ domestic IPOs were denied by the government.
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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