Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
In April, express volume shot up 36% against easy Y/Y comps, but ASPs deepened their recent decline. We believe pricing will continue to...
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SSI Weekly: WEX Tender Offer, SGRP Gains, OCI Asset Sale, CURN Strategy, and Quick Pitch Updates
WEX Inc. launched a $750m tender offer with an odd-lot provision, targeting to repurchase ~12% of shares. OCI N.V.'s Natgasoline JV dispute...
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Hive Box Holdings Pre-IPO, Part 1: What They Do, History, Relationships, & What's Next
Chinese smart locker operator Hive Box has filed to go public in Hong Kong. In this insight we offer an overview of its business, a corporate...
550 Views
J&T Global Express H124 Results: A Dramatic Turnaround? But Something Doesn't Make Sense
The Chinese domestic express segment reportedly drove a strong Y/Y improvement in adjusted EBITDA at J&T Global Express. But some of the drivers of...
355 Views
Which Hong Kong E-Comm Logistics IPO Is Right for You? We Compare SF Holding, J&T, and CaiNiao
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary...
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