ECM Weekly (16th May 2021) - JD Logistics, New Hope Svc, Ximalaya, Soulgate
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
327 Views
JD Logistics: Margins Sink as JDL Prioritises Market Share but Peer Margins Shrink Too in 1Q21
JDL's GPM for 1Q2021 was 1% compared to 6.2% for 1Q2020 and drop in peer GPM in implies that the logistics industry as a whole was affected during...
440 Views
JD Logistics (京东物流) Pre-IPO - Quick Note - New PHIP with 1Q21 Results Changes Narrative
JD Logistics (JDL HK) is looking to raise US$4bn in its upcoming Hong Kong IPO. JD Logistics (JDL) was the leading supply chain solutions and...
511 Views
ECM Weekly (9th May 2021) - JD Logistics, Anjuke, Waterdrop, Ximalaya, Qiniu, Monde Nissin
Aequitas Research publishes weekly updates on the deals that have been covered by the team recently along with updates for upcoming IPOs in the...
349 Views
JD Logistics IPO: Financial Forecasts and Initial Thoughts on Rumoured US$40.0bn Valuation
JDL’s higher revenue growth, market share and its improving margins are already priced into the rumoured US$40.0bn valuation and it is unlikely...
355 Views