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Cainiao Smart Logistics Network (1437124D HK)
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115
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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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16 Aug 2024 11:06
CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude...
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bearish
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Cainiao Smart Logistics Network
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01 Jun 2024 00:18
CaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell | Retention Payments, or Something Else?
Alibaba's logistics subsidiary CaiNiao reported an EBITA loss in its Q4 results, the first in FY24. Was it the result of retention payments after...
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bullish
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SHEIN
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01 Sep 2024 00:08
SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project?
In this roundup of news related to China's direct-to-consumer retail platforms we cover: a new de minimis reform bill in the US, Q2's X-border...
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bullish
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Cainiao Smart Logistics Network
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01 Nov 2023 09:15
Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
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bullish
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Cainiao Smart Logistics Network
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17 Apr 2024 07:58
Cancelling CaiNiao's IPO: What It Means for China's Express Sector (+Comment on Implied Valuation)
In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied...
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