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    Johanna Ma

    Research Analyst at CMB International

    Johanna Ma is an Analyst at CMB International, specializing in Hong Kong and China equities research, with coverage centered on sectors such as technology, financial services, and consumer discretionary. She has provided investment insights on companies including Tencent Holdings, Alibaba Group, and Meituan, and her calls are cited on investment platforms such as TipRanks. Since joining CMB International in recent years, Johanna has built a reputation for thorough equity analyses, though third-party rankings and performance metrics such as accuracy percentages or average returns are not publicly disclosed. Her professional background includes robust financial market research, though there is no public record of FINRA registration or additional securities licenses.

    Johanna Ma's questions to Baozun (BZUN) leadership

    Johanna Ma's questions to Baozun (BZUN) leadership • Q2 2024

    Question

    Johanna Ma asked for an update on BEC consumption trends and the second-half outlook, and also inquired about the loss reduction trajectory for the BBM business and its long-term investment priorities.

    Answer

    Arthur Yu, President of Baozun E-commerce, acknowledged weak overall consumption but noted that well-planned campaigns for their brands still achieve double-digit growth. Ken Huang, CFO of Baozun Brand Management, stated that Gap is well-positioned in the mass market and will continue cost optimization while improving products and investing in new stores. Vincent Qiu, Chairman and CEO, added that the long-term strategy is driven by growth in BEC, BBM, and their synergy, with a cautious but opportunistic investment approach focused on maintaining a healthy financial position.

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