Full Truck Alliance IPO Trading - Have to Do a Bull Case to Find Some Upside
Full Truck Alliance (YMM US) (FTA), China’s largest digital freight platform by gross transaction value, raised around US$1.6bn via a US listing....
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Pre-IPO ESG Analysis of Full Truck Alliance: Strong ESG Profile... But With One Potential Landmine
There aren't many highly material ESG issues for FTA. But quantity is irrelevant when there is one big ESG issue with the potential to crush any...
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ECM Weekly (20th June 2021) - Didi, Nayuki, Soulgate, Hutchmed, Full Truck, CTOS, Cloud Village
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Full Truck Alliance IPO: Peer Comparison and Valuation
FTA's implied valuation multiples are at a lofty premium to peers even if we assume a 100% revenue CAGR between 2020-22E. FTA's growth prospects do...
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Weekly Innovation Review (WIRE) #36
Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.
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