JD Logistics(2618.HK) 4Q22 Preview: Topline Reacceleration Supported by Retail Recovery
Increasing scale and improving operating efficiency in warehousing and transportation willcontribute to JDL’s margin expansion. We upgrade JDL to...
425 Views
Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150, CSI300, SENSEX, LQ45, PSEi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
687 Views
China's Export Outlook 2023: How Port, Shipping and Logistics Fare?
We are cautious on China's export outlook in 2023, and operating environment of port, container shipping and logistics sectors will be challenging....
650 Views
GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
374 Views
JD Logistics (2618 HK): 3Q22 High Growth, Not Just Acquired But Organic, 29% Upside
The growth rate of total revenue accelerated in 3Q22. We believe the organic growth was also strong besides the acquisition of Deppon. We set an...
332 Views