Sicherlich kurzfristig kein Investment, langfristig würde ich baozun nicht abschreiben. China ist weiter aufstrebend und die Situation wird sich in 1-2 Jahren beruhigen. Ich würde abwarten und bei Anzeichen einer Trendumkehr hier einsteigen.
"Ever since I founded Baozun back in 2007, our business expanded so rapidly, so that we end up being spread across multiple offices for many years until now. We call our new home, Baozun new one, symbolizing the start of a new journey and we believe being physically together will greatly enhance our people's sense of belonging, collaboration, and productivity. As many of you already know, China's e-commerce has recently experienced a variety of headwinds, including a weak macro environment, consumer sentiment drops as well as new policies and the requirements issued by the government. Despite all these short-term challenges, we were able to grow our revenues and deliver a non-GAAP operating profit of RMB 2 million after a one-off adjustment...."
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