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Asian Equities Analyst, Logistics & Transport
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Recent
bullish
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DiDi Global
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16 Jul 2024 08:38
Remember DiDi Global? We Check in on China's Dominant Rideshare Company and Review Recent Results
In this insight we review Didi Global's recent history dating back to its US IPO, analyze financial results from FY20 through Q124, and try to...
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291 Views
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bullish
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T.S. Lines
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15 Jul 2024 07:36
TS Lines Pre-IPO: Should We Expect TS Lines to Match Wan Hai's Strength in YTD 2024?
Given changes in its market exposure over the past 12-18 months, investors shouldn't expect TS Lines to match Wan Hai's strong YTD performance in...
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220 Views
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bullish
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T.S. Lines
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10 Jul 2024 10:54
TS Lines Pre-IPO | Slimming Down Fleet | Intra-Asia Market Update | Latest From Key Comp Wan Hai
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023...
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889 Views
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bearish
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T.S. Lines
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10 Jul 2024 10:44
TS Lines Pre-IPO | Like Wan Hai Lines, but Smaller | Intra-Asia Update | Approaches to Valuation
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023...
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678 Views
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bearish
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J&T Global Express
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09 Jul 2024 09:33
J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID
Y/Y parcel volume growth at J&T Global Express in Q224 fell sharply compared to Q124's rate of growth, and the slowdown hit all three of the...
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