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Full Truck Alliance (YMM US)
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Analysis
Industrials
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China
Full Truck Alliance Co. Ltd. operates as a software company. The Company develops digital freight and logistics platform.
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bullish
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Lalatech Holdings Co Ltd
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16 May 2024 09:44
Lalatech Holdings Limited Pre-IPO - Refiling Updates - Continues to Improve, Valuation Gap Narrowing
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we look at the updates from its most recent refiling.
Sumeet Singh
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538 Views
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bearish
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Lalatech Holdings Co Ltd
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06 May 2024 10:18
Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021 and 2023
We doubt Lalatech will be able to repeat anything like the dramatic improvements in CoR and OpEx the company showed between 2021 and 2023.
Tracking Traffic
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874 Views
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bearish
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Lalatech Holdings Co Ltd
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07 Apr 2024 11:13
Lalatech IPO: New Filing's H123 P&L Shows Impressive Growth, Unanswered Questions
For us, the most urgent questions for Lalatech still revolve around its "incredible" progress on cost control and how the company will successfully...
Tracking Traffic
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1.1k Views
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bearish
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Lalatech Holdings Co Ltd
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07 Apr 2024 11:11
TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition
Chinese intra-city freight platform Lalatech has once again filed to list its shares in Hong Kong, after an earlier filing from September 2023...
Tracking Traffic
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751 Views
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bullish
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Alibaba Group Holding
•
17 Jan 2024 09:52
Aequitas 2024 Asia IPO Pipeline - US ADRs
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with US ADRs, after having looked at HK, India, Japan and Korea...
Sumeet Singh
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397 Views
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