CaiNiao Smart Logistics Pre-IPO Part 1 | Business Model | Key Relationships | Differentiators
In this insight we look at CaiNiao's busines model, its relationships with Alibaba and the express companies, and the ways in which it...
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Alibaba Cloud IPO: Regulatory Optimism Amidst Stability Challenges
China's proposal to relax regulations on sensitive data transfer could benefit Alibaba's Cloud business, but concerns about stability, leadership,...
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Cainiao Pre-IPO: An on the Ground Introduction
We believe Cainiao has the ambition to take the whole logistics chain from retailers’ doors to shoppers’ doors by taking competitors' client lists...
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HK Short Interest Weekly: Tencent, Baba, CCB, China Mobile, AIA, Innovent Bio, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Sep 22nd and highlight short interest changes in Tencent, Baba, CCB, China...
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ECM Weekly (1st Oct 2023) - Cainiao, J&T, Kokusai, Seoul Guarantee, Ecopro, Leapmotor, Bajaj Finance
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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