Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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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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Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao, US$10bn+
Alibaba has confirmed that Cainiao will the first mini-Baba to list on its own. Baba in its filing stated that it obtained HKEX approval for the...
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Quiddity HK Connect SOUTHBOUND Flows (Week to 22Sep23) : China Mobile, Meituan, Xpeng, Banks!
Quiddity HK Connect SOUTHBOUND Monitor, offering data on liquid names, interactive tables, and charts. Ten straight weeks of net inflows into Hong...
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Quiddity A/H Premium Weekly (To 22Sep23): Financials & Communications Dominate Flows
Quiddity A-H Premia Monitor with interactive tables/charts, and trade recos. Net portfolio performance has been positive every week since re...
543 Views