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Baozun Inc. (BZUN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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19.71+0.82 (+4.34%)
At close: 4:00PM EDT
19.79 +0.08 (+0.41%)
After hours: 07:58PM EDT
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  • B
    BIDU_2500
    ICLK which BZUN has a 10% share ownership had another unsolicitated buyout offer at a 15% premium to the share price. Obviously most of China is underpriced, but BZUN is probably the most underpriced stock in China.. Between its cash, partnerships, and subsidiaries it should easily be 5 to 10X higher. I own a lot of BIDU and BABA too, but BZUN has the most upside from here.
  • I
    InvestmentFreak
    Baozun’s subsidiary to receive ~$218 million strategic investment from Cainiao Network

    Per the terms, Cainiao Network will buy a 30% equity investment in Baozun’s (NASDAQ:BZUN) subsidiary, Baotong, for $217.9M. The deal is subject to customary closing conditions.
    The Company believes Cainiao Network’s Investment in Baotong will enable Baotong to leverage Cainiao Network’s nationwide resources to capture opportunities in China’s e-commerce industry.
    Concurrently, Baozun, Baotong, and Cainiao Network enter into the Business Cooperation Agreement, under which the parties will collaborate to develop solutions in customized, high-value, and digitalized logistics services.
    Bullish
  • P
    Pia
    This comes off as a good long term investment to me at this price.
  • Z
    Zev
    This could double from here and it would still be undervalued. Just hold long term and don't look at daily price.
    Bullish
  • C
    Chris
    I had invested in Chinese stocks for 15 years up until last year when I sold everything. I wont invest any more in Chinese stocks .CCP is playing hardball and investors are paying the price.
  • j
    joel
    My biggest holding so far
    Bullish
  • I
    InvestmentFreak
    So, since Cainiao Network pays $217.9m for 30% of Baotong, Baozun’s warehouse subsidiary alone is valued at $726.3m?!
    The whole company currently has market cap of just about $1.35bn, which IMO suggests the stock appears to be heavily undervalued.
    Bullish
  • B
    BIDU_2500
    This subsidiary investment highlights how insane this valuation on BZUN is... BZUN received 218 million (almost 20% of its current market cap) for a 30% portion of one of its smaller subsidiaries. That values this subsidary at almost a billion and BZUN still has 4 other subsidiaries. Just selling itself off Bzun is worth more than 6 billion (over 400% gain).
  • M
    Michael
    According to Reuters, the world's largest asset manager BlackRock has said it is dipping its toes back into Chinese equity markets following their heavy falls this year and on bets that Beijing will soon start providing stimulus again.
    Bullish
  • B
    BIDU_2500
    Time to put the share buy back into action!! They can retire 12% of the float with the 150 million dollar buyback program.
  • B
    BIDU_2500
    Trading below Revenue (Price/Sales less than 1.) and Forward PE of 13. Analysts are projecting 25% sales growth for the next few years (and it's likely going to be even higher). 150 Million dollar buy back in place and likely will be raised to 300 million next earnings. This seems like one of the best deals on the planet, China or no China.
  • P
    Pia
    This stock could have a rough year or two who knows but as a ten+ year investment its looking pretty damn solid
  • M
    Monkey
    For a better understanding what happend the last 5-7 trading days. Options expiring tomorrow. Chinese stocks has tanked, coincidence? Not really!
    Strike puts baozun: $20
    Strike puts dada: $21
    Strike puts JD: $75
    Strike puts Bili: $70
    Strike puts baidu: $160
    And so on …imho I would not sell my shares ;) …could bounce even harder. It costs a lot to drive down those shares from their intermediate highs.
    #jd #bili #dada #bzun #bidu

    If you do not believe me, no worries, convince yourself and look up the option chains on bigcharts ie. there more websites where you can check strike prices of expiring options

    Be patient and peace
    Bullish
  • B
    BIDU_2500
    Float is 58 million shares
    Institutions hold 70% of those shares
    That means only 17 million shares are retail traded
    Share buy back is 125 million USD equals 6.25 million shares at current prices

    This would mean only 10 million shares will be remaining to trade between retail investors. This is going to skyrocket eventually.
  • J
    Jimmy Ning
    It is flying
    Bullish
  • J
    Jimmy Ning
    This should be $40
  • Z
    Zev
    At this point BZUN's subsidiaries are worth almost more than BZUN which obviously doesn't make sense. People are waiting to see if World War 3 breaks out with the Chinese. If it doesn't, this stock should triple within a year.
  • M
    Michael
    If the tide turns on BZUN it will go up dramatically. Just look at the chart.
  • T
    TheNewBuffett
    Just bought a boatload of BZUN stock. Let's go!
    Bullish
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