JD Logistics IPO: Thoughts on First Day Trading
By pricing JD Logistics' shares close to the lower end of the IPO price range, we believe the company is offering enough room for shares to rise...
JD Logistics IPO Valuation: Implied Offer Multiples Are Not Cheap but Justifiable
JDL’s valuation multiples are not exceedingly cheap but for a company that is the market leader and growing at higher rates than peers, we believe...
JD Logistics IPO: Financial Forecasts and Initial Thoughts on Rumoured US$40.0bn Valuation
JDL’s higher revenue growth, market share and its improving margins are already priced into the rumoured US$40.0bn valuation and it is unlikely...
Shanghai/Shenzhen Connect Ideas: MSCI August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
Shanghai/Shenzhen Connect Ideas: Ping An, Han's Laser, Hikvision, East Money (2019-07-19)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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