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...
330 Views
CaiNiao's FYQ3: Solid Revenue Growth & EBITA Margin Improvement Distinguish It From Express Peers
CaiNiao results from FYQ3 were impressive, with revenue and EBITA margin both up sharply compared to the same period in the previous fiscal year.
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SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
264 Views
Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals
In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...
504 Views
Quick Take on J&T Global Express Q324: Volume Growth in All Segments Slowed Dramatically
Last week J&T Global Express reported a sharp slowdown in average daily parcel volume in all of its operating segments. We think the numbers...
324 Views