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Cainiao Smart Logistics Network (1437124D HK)
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113
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Hong Kong
Cainiao Smart Logistics Network Ltd. operates as an investment company. The Company provides equity investments, investment management, and other services. Cainiao Smart Logistics Network is located in Hong Kong.
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bearish
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Cainiao Smart Logistics Network
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29 Oct 2023 21:17
Cainiao Smart Logistics IPO: The Bear Case
The bear case rests on declining global cross-border market share, China logistics decelerating growth, high related-party transactions, and FCF burn.
Arun George
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502 Views
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bullish
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Cainiao Smart Logistics Network
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22 Oct 2023 10:50
CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable
In this insight we present an approach to valuing CaiNiao, including which comps and multiples make the most sense. We believe a valuation of up to...
Tracking Traffic
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648 Views
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bullish
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Cainiao Smart Logistics Network
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18 Oct 2023 09:59
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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598 Views
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bullish
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Cainiao Smart Logistics Network
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17 Oct 2023 21:06
Cainiao Smart Logistics IPO: The Bull Case
The bull case rests on market share gains in China, improving performance of the largest business (international logistics), and rising gross and...
Arun George
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647 Views
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bearish
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Cainiao Smart Logistics Network
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17 Oct 2023 09:54
Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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434 Views
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