TRACKING TRAFFIC/Chinese Express & Logistics: Parcel Pricing Weak, Again | Transport Activity Solid
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
911 Views
UXIN: Unusual Trading Activities Before IPO Lockup Presents SHORT Opportunity
On December 6th, Uxin Ltd (UXIN US) released a press release about a non-binding, non-exclusive partnership with Alibaba Group Holding (BABA US)...
1k Views
SoftBank Group (9984 JP): SoftBank Corp IPO Has Failed to Meaningfully Narrow the Holdco Discount
Softbank Group (9984 JP)’s market cap has consistently traded below its NAV. A popular expectation was that the Softbank Corp (9434 JP) IPO should...
815 Views
SoftBank Corp IPO Valuation: Bull/Bear Case DCF Scenarios
Softbank Group (9984 JP) is set to raise JPY2.65 trillion ($23.5 billion) through the Softbank Corp (9434 JP) IPO, Japan's biggest-ever IPO....
529 Views
Starbucks (SBUX): China Strategy Reaped by Luckin’s Parasitical Tactic, a Visit and Case Study
We believe Luckin copies SBUX’s site selection, but chooses low rental places close to Starbucks shops. Starbucks plans to add delivery business...
1k Views