Baozun HK Secondary Listing - Large Dilution Needs a Large Correction
Zai Lab Ltd (ZLAB US) plans to raise around US$1bn in its secondary listing in Hong Kong. We have covered the company's listing and some of its...
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ECM Weekly (4 July 2020) - Smoore, Ocumension, Zhenro Services, Archosaur Games
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. It...
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Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
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2019 Alibaba’s Singles’ Day: Live Streaming, Brands Pivoting to WeChat Mini-Program and Fake Orders
Key takeaways from interviews with merchandisers who participated in this year’s Double 11 Festival, on live streaming, brand merchandisers’...
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Baozun (NEGATIVE) Competition from Belle’s TopSports; Q2 Margin Miss; CFO’s Broken Record
Q2 earnings combined with our ongoing checks into merchandisers lead us to believe that Baozun Inc. (BZUN US) is using its balance sheet to finance...
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