BZUN Baozun

$BZUN lots of talk about the addition of another brand before end of year. With a well established supply chain the addition of another brand divides the cost and raises profit for each brand. Could it be Abercrombie? Maybe. Insiders clearly have some insight as we do more insider buying going up. Let’s see if this is the last fill before re rating. I’m sure 700 million is a conservative estimate.

$BZUN This stock has brought us far more frustration than joy, and it has been incredibly tough for many of us who stayed invested while BZUN fell relentlessly from around $60. I’ve been very critical of the company’s management, and I still believe they have made plenty of mistakes. But at the same time, I remain convinced that this company can reach a valuation of more than $3 billion by 2030.

$BZUN daily repurchases averaging 44,000 shares daily Baozun Inc. reported repurchasing 43,665 shares on September 28, 2026, for an aggregate price paid of USD 43,577.55; 43,758 shares on September 29 for USD 44,557.11; and 89,124 shares across September 30 and October 1 for USD 91,280.39. The purchases were made on Nasdaq Global Select Market, and the shares were held as treasury shares.

$BZUN weibo accounts reflecting recent changes to Abercrombie personnel that reflects a change to local management. No one knows who that is but Baozun’s ability to secure coveted storefronts in malls managed by taikoo li, mixc and wharf seen as a significant leverage opportunity. Insiders and Baozun are buying. Certainly know what’s on the table. More brands on same management and supply chain increase margins and profit.

$BZUN not really unexpected but they keep adding. Some news are harder to interpret than others - the fact that they just jeep loading is simple to understand

$BZUN I hope that soon no one will be able to move the stock price by 8% with just 100k shares traded. Blatant manipulation to keep buying back shares as cheaply as possible.

$BZUN world is moving fast. Brics summit: warming up China-India Mecca Agreement Canada moving closer to EU China reducing U.S. debt, not renewing maturity Several EU funds about to reduce exposure to U.S. drastically (eg Alecta, Border to Coast, SiSa, etc) Gold reserve rapatriated out of U.S. MSCi wealth plan to rebalance out of U.S. This will make many countries move as well, like Saudi, Mexico, etc Don’t want to work in asset management right now. Some surprises ahead. Probably very good for China undervalued plays.

$BZUN close above 3.25 could set this quickly to 5. When I say quickly, I mean 3-6 months

$BZUN They’re going to buy €10 million worth of shares, but at no more than €2.70, so don’t expect the price to move until they’re done carrying out their robbery. It makes me laugh when they talk about “creating shareholder value.” What a bunch of thieves.

$BZUN if we dont see again in this forum the JohnTills and the other usual swing trader suspects who have been here for the last three years, we will do veery well.

$BZUN It's about to bump up against a key resistance line. If it can break and hold over that (a tall order for BZUN, admittedly), it should run. If not, we're probably headed back down to $2.70 again.

$BZUN initiated a $10 million share repurchase program to buy back ADSs and Class A shares over the next 12 months.

$BZUN if any big banks/hedge funds would like to re-rate our valuations here …👌 Bzun AI 🤖 will be back!!!

$BZUN It's a safe bet that most people will wait and buy when it's over 10. So simply do what you have to do and wait. Play scrabble.

$BZUN I said to expect violence, but it has been moving like an old lady with undersized shoes. That means the violence is ahead. :)

$BZUN Dropping price, kicking sellers out, small movement on high volume ...... all unnatural "churn" action linked to accumulation. Still trying.

$BZUN I said it before, ha like 2 years ago, once we get this thing in net income territory, it will be an upward chart... looks like the company is buying back shares... Im for that before their Q3 announcement - Q2 was positive, Q3 better be great!

$BZUN Also, the next line of consistent resistance is around $3.75. If it can break that, then it should fly.

$BZUN I'll happily take this quiet grind upward if it can actually hold its gains for once.

$BZUN if anyone finds out where they keep finding those shares he or she might get a special price