ZTO Express Q324 Results: Shift in Strategy Leads to Lower Core Margins & FY24 Guidance Cut | AVOID
ZTO's focus on price over volume share gains simply hasn't worked so far in 2024. Until management developts a path towards a return to profitable...
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Alibaba's Share Prices Are Lacking Further Catalysts After Jack Ma and Joe Tsai's Stock Acquisition
For Alibaba to unlock its value, China needs to provide clear and consistent support to its tech sector. At the same time, Alibaba also need to...
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ECM Weekly (21st Jan 2024) - Mixue, Amer, Medi Assist, IPO Pipeline, Yamae, Alchip, NHPC, ASMedia
Aequitas Research 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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Aequitas 2024 Asia IPO Pipeline - US ADRs
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with US ADRs, after having looked at HK, India, Japan and Korea...
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China Consumption Weekly (15 Jan 2024): Tencent, Douyin, Alibaba, JD.com, Dada, Meituan
Tencent allows Douyin to broadcast the game Honor of Kings. Dada’s stock plunged after the company released its suspicious auditing result....
352 Views