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Cainiao Smart Logistics Network (1437124D HK)
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113
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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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bullish
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J&T Global Express
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04 Oct 2023 12:13
J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
We're pulling this insight out of the archives in light of J&T's updated filing and its decision to begin pushing forward with its IPO in Hong Kong...
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bullish
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Full Truck Alliance
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01 May 2023 08:58
Full Truck Alliance: Currently Less Than 'Full Loaded', but Issues Are Fully Fixable
FTA's shares are down 66% vs their IPO price, but underlying performance has been mixed. To ensure long-term growth, FTA should follow our two-part...
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bearish
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ZTO Express Cayman
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21 Aug 2024 23:20
ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
ZTO's headline Q224 numbers look OK, but they don't paint an accurate picture of what's happening in the core express segment. We suggest investors...
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211 Views
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bearish
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J&T Global Express
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09 Jul 2024 09:33
J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID
Y/Y parcel volume growth at J&T Global Express in Q224 fell sharply compared to Q124's rate of growth, and the slowdown hit all three of the...
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245 Views
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bullish
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S.F. Holding
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08 Jul 2024 09:58
SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
In this insight we compare SF Holding's core EBITDA margins and EV / EBITDA valuation to peers in the Chinese and US express delivery segments.
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323 Views
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