Cainiao Smart Logistics IPO: The Bull Case
The bull case rests on market share gains in China, improving performance of the largest business (international logistics), and rising gross and...
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Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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J&T Global Express IPO - Team Effort for Some Heavy Lifting
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its Hong Kong IPO. In this note, we talk about its...
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J&T Global Express Pre-IPO, Part 6 | How We Could Potentially Get Closer To US$13 Bn Valuation
In this insight we consider the assumptions for top-line growth and margin improvement that could conceivably get us (closer) to the company's...
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HK Short Interest Weekly: Wuxi Bio, Xpeng, Mnso, Bidu, Meituan, China Mobile, Baba
We analyzed the latest HK SFC report for aggregate short position as of Sep 29th and highlight short interest changes in Wuxi Bio, Xpeng, Mnso,...
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