Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Smart Logistics IPO: Lacks Viability as a Standalone Business
Alibaba's logistics arm, Cainiao Smart Logistics, files for IPO to raise $1-2bn, but may face challenges due to reliance on outsourced services....
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Alibaba’s Cainiao IPO: The First Look
Alibaba has submitted a listing plan to HKEx to spin-off Cainiao. After the spin-off, Alibaba will hold over 50% of outstanding shares. The share...
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Monthly Chinese Express Tracker | August ASPs Plunge | Long SF / Short 'Ground'? | (September 2023)
Pricing continued to weaken for domestic "ground" parcels in August, adding to pressure on margins in Q3. However, we believe SF Holding is mostly...
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ECM Weekly (24th Sep 2023) - Cainiao, J&T, Midea, Kokusai, Seoul Guarantee, Barito, Integral, DPC
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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