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.
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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...
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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...
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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....
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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...
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