Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
241 Views
SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary...
775 Views
Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN
Shifting SHEIN's IPO from New York to London would not mitigate the risk of US de minimis reforms; plus, new EU rules for large e-comm and social...
556 Views
Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail
Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...
522 Views
CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
577 Views