TRACKING TRAFFIC: Chinese Express / No Signs of a Sharp Recovery in Jan-Feb Data
So far in 2023, parcel volume has recovered only moderately. We believe the industry may again see price deterioration after a brief respite in 2022.
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HK Short Interest Weekly: Xpeng, Byd Company, Icbc, Sinopec, Meituan, Tencent, Bidu, Baba, Hsbc
We analyzed the latest HK SFC report for aggregate short position as of Mar 10th and highlight short interest changes in Xpeng, Byd Company, Icbc,...
236 Views
ECM Weekly (19th Mar 2023) - Japan Post Bank, SBI Sumishin, Harita, Trial Holding, ZKH, DPC, Kelsian
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
371 Views
DPC Dash IPO - Might Be Worth a Small Slice
DPC Dash (1405 HK) is now looking to raise up to US$90m, after having shelved its last attempt to raise around US$75m in its Hong Kong IPO in...
528 Views
ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles
ZTO guides strong volume growth and potentially better unit economics in '23, but we expect price pressure to return, and the company needs to rein...
461 Views