Baozun (NASDAQ:BZUN)

CAPS Rating: 5 out of 5

Caps

How do you think BZUN will perform against the market?

Add Stock to CAPS Watchlist

All Players

240 Outperform
5 Underperform
 

All-Star Players

73 Outperform
4 Underperform
 

Wall Street

0 Outperform
1 Underperform
 

Top BZUN Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Capitalism (55.41)
Submitted June 08, 2017

From growth to value (seeking alpha) multibaggers. "Chinese shopify"

Top Bear Pitch

There are no pitches that meet the Top Bear criteria. Explain

If this upsets you, start recommending pitches below!

BZUN VS S&P 500 (SPY)

BZUN Summary

Fools bullish on BZUN are also bullish on:

Recent Community Commentary

Read the most recent pitches from players about BZUN.

Recs

0
Member Avatar future21 (58.30) Submitted: 11/12/2018 4:51:05 PM : Outperform Start Price: $31.82 BZUN Score: +2.72

This is another beaten down Chinese stock. The majority of my exposure in China is with better known blue-chips (for, I think, obvious reasons) and after today's 20% drop, I'm willing to accept the risks that come with small-cap Chinese stocks/ Chinese stocks in general. I especially like the investment from e-commerce players like JD and BABA who might otherwise compete with BZUN. I will be adding to this position over time as I heed a Foolish warning - "Don't pile into Chinese stocks." (or something along those lines). Again, valuation is not my strong point, nor are industry/geographic trends, and I take the warning to mean there is a strong likelihood of further downside. That's fine by me, as my hope is to find companies I can hold for 30+ years.

I'll consider selling if competition gains more traction or if leadership proves less capable over the next few years, but I don't believe the "trade war" or a short-term slow down in Chinese economic growth will affect my views of this company for the next 10 years.

Recs

0
Member Avatar stelb (50.69) Submitted: 10/23/2018 7:44:20 PM : Outperform Start Price: $41.06 BZUN Score: -20.22

Shopify of China - many strong partnerships

Recs

0
Member Avatar meridius91 (76.86) Submitted: 10/12/2018 10:32:55 AM : Outperform Start Price: $39.91 BZUN Score: -16.95

One of a growing number of successful "rulemaker" stocks in China that has a longterm trend and runway in front of it. Even if Shopify of China doesn't perfectly describe their business model it is close enough to raise $ eyebrows. With the recent pullback and the current trade discourse, the valuation has come down significantly. I don't expect that to last.

Leaderboard

Find the members with the highest scoring picks in BZUN.

Score Leader

Breq

Breq (62.83) Score: +401.19

The Score Leader is the player with the highest score across all their picks in BZUN.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Breq 62.83 2/26/2016 Outperform 5Y $6.06 +440.21% +39.03% +401.19 2 Comments
openhandedgrouse < 20 7/15/2015 Outperform 5Y $7.99 +309.39% +29.56% +279.83 0 Comment
BriteWorld 26.90 7/31/2015 Outperform 5Y $8.41 +288.94% +29.14% +259.81 0 Comment
Hendrickson71 < 20 11/27/2015 Outperform 5Y $9.16 +257.10% +30.36% +226.73 1 Comment
raghuraghu7 < 20 6/29/2015 Outperform 3M $10.04 +225.80% +32.60% +193.20 0 Comment
farhangp < 20 1/9/2017 Outperform 5Y $11.70 +179.57% +20.44% +159.13 0 Comment
SpaceRocksMars 54.58 5/26/2015 Outperform 5Y $11.40 +186.93% +28.54% +158.39 0 Comment
ONTrader 90.30 6/24/2015 Outperform NS $11.75 +178.38% +28.95% +149.43 0 Comment
TurbulentTime < 20 6/2/2015 Outperform 5Y $11.82 +176.73% +29.38% +147.35 1 Comment
robberto < 20 1/23/2017 Outperform 5Y $13.62 +140.16% +20.62% +119.54 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.25 9/23/2016 Underperform 3W $15.41 +112.26% +26.40% -85.86 0 Comment

Advertisement