Lalatech IPO: New Filing's H123 P&L Shows Impressive Growth, Unanswered Questions
For us, the most urgent questions for Lalatech still revolve around its "incredible" progress on cost control and how the company will successfully...
1.1k Views
ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti Hexacom, ChaPanda
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
415 Views
Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
370 Views
The Three Biggest Surprises in J&T Global Express' Maiden Earnings Report
Stronger-than-expected China revenue, worsening performance of 'Other', and declining SE Asian margins are the three biggest surprises we see in...
503 Views
ZTO Express Q423 Results & Guidance in One Simple Table | +32% Volume --> +2% EPS?! | AVOID
ZTO managed to convert +32% volume growth in Q423 into just +2% EPS growth. Looking at 2024, management expects volume growth to slow dramatically.
374 Views