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JD Logistics (2618 HK)
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315
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Industrials
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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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bearish
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TVS Supply Chain Solutions
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21 Feb 2023 10:58
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
Ethan Aw
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430 Views
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bullish
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Thematic (Sector/Industry)
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21 Feb 2023 09:20
China Logistics Sector Update & Downgrade S.F. Holding (2352.CH) To SELL: Pricing Pressure in 1H
We downgrade S.F. Holding to SELL due to Fengwang’s unpromising outlook under competitive pricing environment. Our top pick of the Logistics sector...
Blue Lotus Research Institute
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289 Views
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bearish
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Quantitative Analysis
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12 Feb 2023 11:44
Hong Kong Connect Flows (Feb 10th): Meituan, HKEx, ICBC, CCB, Kuaishou, Tencent, Li Ning
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, HKEx, ICBC, CCB, Kuaishou Technology, Tencent, Li...
Ke Yan, CFA, FRM
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337 Views
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bearish
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Quantitative Analysis
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06 Feb 2023 08:10
Hong Kong Connect Flows (Feb 3rd): Meituan, Sensetime, Tencent, CCB, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Sensetime, Tencent, China Construction Bank, Hong...
Ke Yan, CFA, FRM
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278 Views
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bullish
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Hesai Group
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02 Feb 2023 09:53
Hesai Group Pre-IPO - Peer Comparison - Not Really the Largest, Globally or Locally
Hesai Group (HSAI US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we will undertake a peer comparison.
Sumeet Singh
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366 Views
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