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ZTO Express Cayman (ZTO US)
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481
Analysis
Industrials
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China
ZTO Express (Cayman) Inc. operates as an express delivery company. The Company provides express delivery service through their nationwide network, as well as other value-added logistics services. ZTO Express serves customers globally.
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bearish
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Cainiao Smart Logistics Network
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29 Oct 2023 21:17
Cainiao Smart Logistics IPO: The Bear Case
The bear case rests on declining global cross-border market share, China logistics decelerating growth, high related-party transactions, and FCF burn.
Arun George
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500 Views
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bearish
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J&T Global Express
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26 Oct 2023 19:10
J&T Global Express IPO: Trading Debut
The market sentiment on the sector continues to weaken. The de-rating of peers lowers our SoTP valuation to HK$10.01 per share, 16.5% below the IPO...
Arun George
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1.3k Views
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bearish
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J&T Global Express
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26 Oct 2023 09:41
J&T Global Express IPO Trading - Tepid Demand Despite the Team Effort
J&T Global Express (1519 HK), a global logistics service provider, raised around US$500m in its Hong Kong IPO. In this note, we talk about the...
Sumeet Singh
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341 Views
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bullish
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Cainiao Smart Logistics Network
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22 Oct 2023 10:50
CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable
In this insight we present an approach to valuing CaiNiao, including which comps and multiples make the most sense. We believe a valuation of up to...
Tracking Traffic
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643 Views
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bullish
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Cainiao Smart Logistics Network
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18 Oct 2023 09:59
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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596 Views
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