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JD Logistics (2618 HK)
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China
JD Logistics, Inc. offers logistics services. The Company provides cargo transportation, cargo distribution, warehousing, and other services. JD Logistics is located in China.
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bullish
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Cainiao Smart Logistics Network
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01 Nov 2023 09:15
Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
Tracking Traffic
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345 Views
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bullish
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Alibaba Group Holding
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16 May 2023 08:45
Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In...
Sumeet Singh
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539 Views
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bearish
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HSBC Holdings
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25 Feb 2023 10:17
HSI Index Rebalance: No Changes & Further Delays to Reaching the 80 Member Target
In a surprise, there are no adds/deletes in March. There are some large capping changes that result in a one-way turnover of 2.6% and a one-way...
Brian Freitas
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621 Views
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bullish
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Li Auto
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05 Jan 2023 07:58
HSI Index Rebalance Preview: Better Late Than Never?
Adding 4 stocks gets us to 80 members - a target that was to be reached by mid-2022. We list 10 potential adds where passive trackers will need to...
Brian Freitas
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897 Views
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bullish
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Sinotrans
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28 Apr 2022 08:17
Sinotrans (598 HK): Another Very Promising Quarter
We consider Sinotrans' 17.7% growth in 1Q22 net profit a demonstration of the underlying strength of its operations. We think it is encouraging to...
Osbert Tang, CFA
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345 Views
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