ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
556 Views
Monthly Chinese Express Tracker | July Growth Slows | Pricing Hits Record Low | (August 2023)
Chinese parcel volume growth remained weak in July, and pricing fell to a new all-time low. But we believe SF Holding's unique revenue mix could...
609 Views
[Alibaba (BABA US, BUY, TP US$127) TP Change]: The New Wanxiangtai Will Enhance the Take Rate
Taobao and Tmall have implemented two major reforms: 1) The launch of the Wanxiangtai Platform Unlimited Edition; 2) Changing the rules for...
1.9k Views
SF Holdings A/H Listing - Early Look - Front Running
The company has just filed its application prood for an H-share listing. As per media reports, it could look to raise up to US$3bn in its Hong Kong...
950 Views
JD Health (6618.HK) 23H1 - The Beautiful Story Is Over; It's Time to Face Reality
We had anticipated JD Health's declining growth in previous insights, but 23Q2 performance was indeed ugly. JD Health's facing dilemmas in policies...
273 Views