JD Logistics: Investment for Growth to Hurt Margins in the Medium-Term but Key to Long-Term Profits
This insight focuses on the new data points from the PHIP of JD Logistics who has filed for an IPO to raise about US$3-4bn.
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JD Logistics IPO - Looking to Raise $4 Billion but Valuation Pulled Down by SF Holding
Our base case valuation of JD Logistics is implied market cap of $48.6 billion which represents a 21% higher level than the recent valuation of $40...
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JD Logistics IPO: Prioritizing Market Share Gains over Margins
JD Logistics has won approval for an HKEx IPO to raise $3-4 bn. JD Logistics has the right ingredients to ride out the industry’s price-competitive...
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ECM Weekly (2nd May 2021) - JD Logistics, Powergrid InvIT, Shanghai Hanyu, Monde Nissin, Hello Inc
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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JD Logistics (京东物流) Pre-IPO - Thoughts on Valuation
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...
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