Wednesday, February 19, 2020

Buying Baozun Inc. (BZUN) @$33.02

Baozun provides brands in China with e-commerce services . It offers end to end e-commerce solutions,including IT infrastructure setup and integration, sale of apparel, home and electronic products, online store design and setup, visual merchandising and marketing, online store operations, customer services, warehousing, and order fulfilment. 
It's a $2B Market cap.

Investing Thesis:
Quite simply this is a "Copy Shopify" play. It seems to me that China is following suite after the USA in regards to how it handles it's e-commerce market. Seeing the explosion Shopify is experiencing, I'm rolling the dice that Bauzon can follow suite.
Company is well run as far as I can tell.

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