TRACKING TRAFFIC/Chinese Express & Logistics: May ASPs Down | Last-Mile CapEx Plan | ZTO Shenanigans
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Xiaomi Corporation: Updated Prospectus Supports Our $28 Billion or $2.66/Share Equity Value Estimate
We have previously discussed our view of Xiaomi Corporation’s valuation on a sum of the parts basis using appropriate global benchmarks in Xiaomi...
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Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?
To match service levels offered by JD.com Inc (ADR) (JD US) and leading express carrier S.F. Holding Co Ltd (002352 CH), Alibaba Group Holding Ltd...
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Last Week in Event SPACE: FamilyMart, CDRs, SK Telecom, APN, Gateway, Rusal
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) will be squeezy until something changes with the index construction Where...
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Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued
We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to de-risk its business by divesting the financial services segment, and via a...
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