TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
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China Logistics Sector Update & Downgrade S.F. Holding (2352.CH) To SELL: Pricing Pressure in 1H
We downgrade S.F. Holding to SELL due to Fengwang’s unpromising outlook under competitive pricing environment. Our top pick of the Logistics sector...
293 Views
ZTO Express(ZTO.US) 4Q22 Preview: Maintain Leadership and Benefit from Industry Rebound
Based on our tracking, ZTO’s parcel volume in C4Q22 increased 4.5% YoY and 4.1% QoQ, and its market share reached 21.8%, up 1.6ppt YoY and down...
363 Views
China Couriers Hike Lunar New Year Prices as Delivery Riders Head Home
China’s major express couriers will charge more for their services over the Lunar New Year period. Express couriers, which mainly serve e-commerce...
340 Views
China ADRs Delisting - Christmas Came a Day Earlier than We Expected - No Delisting Risk for Now
Today PCAOB announced that they had secured complete access to inspect and investigate Chinese Firms for the first time in history. This removes...
592 Views