Catching Up With CJ Logistics (000120 KS): With Shares Beaten Down, Management Forced to Refocus
In this insight we check on CJ Logistics' recent financial performance. Management has de-emphasized the Global segment and put more resources into...
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Full Truck Alliance Q123 Earnings | Progress on Improving Mix | Other Changes Need More Time
Despite solid revenue growth and rising profitability in Q1, investors focused on unexciting Q2 guidance. In this note we highlight some...
492 Views
ECM Weekly (21st May 2023) - Alibaba, Cainiao, Baba Cloud, Nexus, DXN, Growatt, Rakuten, JD Ind
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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CX Daily: How Smart Cars Are Upending the Auto Supply Chain
Autos /In Depth: How smart cars are upending the auto supply chain Capsized /: 39 missing after Chinese fishing vessel capsizes in Indian...
284 Views
ZTO Express Q1 Results Surprise: Despite Lower Pricing, Margins Up Y/Y | Mgmt Raises Volume Guidance
ZTO's Q1 results showed strong volume growth, but also weaker unit pricing and a lack of control over SG&A expenses. We retain our negative view on...
432 Views