TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
458 Views
NetEase (NTES): Game Business Worth Upside of 28~40% and There Is E-Commerce
During the license suspension, NetEase showed the ability of developing new versions and contents based on the licensed games. The China Press...
660 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Mixed Messages in April
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
593 Views
ESR Cayman IPO Preview: A Moving Story
ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. ESR has started...
857 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
480 Views