Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Bottom-Up

<ul>
<li>On April 9, J&amp;T disclosed operating stats from Q124 -- a positive surprise</li>
<li>We welcome the disclosure, but J&amp;T should also explain X-border's demise</li>
<li>We believe J&amp;T's China operation remains far less profitable than its peers'</li>
</ul>


On April 9, J&amp;T disclosed operating stats from Q124 -- a positive surprise
We welcome the disclosure, but J&amp;T should also explain X-border's demise
We believe J&amp;T's China operation remains far less profitable than its peers'


J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>IPOs / In Depth: China IPO slowdown pits startups against investors</li>
<li>Pakistan /: Beijing pushes Pakistan to hunt down ‘terrorists’ after bombing kills five Chinese</li>
<li>TikTok /: Rivals vie to fill market void as U.S. business ban looms over TikTok</li>
</ul>


IPOs / In Depth: China IPO slowdown pits startups against investors
Pakistan /: Beijing pushes Pakistan to hunt down ‘terrorists’ after bombing kills five Chinese
TikTok /: Rivals vie to fill market void as U.S. business ban looms over TikTok


CX Daliy: China IPO slowdown pits startups against investors 

<ul><li>TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threat</li><li>Corruption /: Head of Chinese Football Association sentenced to life in prison</li><li>CMB /: Exclusive: China Merchants Bank punishes two private banking executives, sources say</li></ul>

TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threatCorruption /: Head of Chinese Football Association sentenced to life in prisonCMB /: Exclusive: China Merchants Bank punishes two private banking executives, sources say

CX Daily: ByteDance Holds Firm Against Selling TikTok Despite U.S. Ban Threat

<ul><li>TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill</li><li>Forum /: Premier reiterates commitment to making China a better place to do business</li><li>Ma Ying-jeou /: Former Taiwan leader to make first visit to Beijing</li></ul>

TikTok /Cover Story: The countdown begins: TikTok navigates uncertain future amid U.S. ban billForum /: Premier reiterates commitment to making China a better place to do businessMa Ying-jeou /: Former Taiwan leader to make first visit to Beijing

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill 

<ul><li>Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB</li><li>TikTok /: U.S. House passes bill that will ban TikTok if not sold</li><li>Explosion /: Death toll of North China restaurant blast rises to seven</li></ul>

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TBTikTok /: U.S. House passes bill that will ban TikTok if not soldExplosion /: Death toll of North China restaurant blast rises to seven

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back

We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...

Tracking Traffic

CX Daliy: China IPO slowdown pits startups against investors

IPOs / In Depth: China IPO slowdown pits startups against investors China’s depressed stock markets and a slowdown in IPO registration by...

Caixin Global

CX Daily: ByteDance Holds Firm Against Selling TikTok Despite U.S. Ban Threat

TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threat Corruption /: Head of Chinese Football Association sentenced to life...

Caixin Global

CX Daily: The countdown begins: TikTok navigates uncertain future amid U.S. ban bill

TikTok / Cover Story: The countdown begins: TikTok navigates uncertain future amid U. S. ban bill Just six months ago, TikTok, the short-video app...

Caixin Global

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB Wang Li used to work as a highway surveyor in Southwest China’s...

Caixin Global

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