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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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ZTO Express Cayman
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24 Apr 2023 08:58
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
In March, Chinese express industry volume was up 22.7% Y/Y against easy comps, but ASPs declined the most since February 2022. We still believe ZTO...
Tracking Traffic
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370 Views
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bullish
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Thematic (Sector/Industry)
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24 Apr 2023 08:00
Baba/Pdd/Jd/Vips/BILI/700 HK/JDL: China TMT Update(Apr.24) - Taobao Cancels Fees for Promotion Event
BILI/700HK: April domestic game codes published by NPPA;JD/PDD/BABA/JDL: JD commits to maintain its low-price strategy; Taobao cancels fees for...
Blue Lotus Research Institute
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295 Views
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bullish
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iMotion Automotive Technology
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20 Apr 2023 09:30
IMotion Automotive Technology Pre-IPO - The Positives - Strong Growth Ahead with Some Big Names
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the positive...
Ethan Aw
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386 Views
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bearish
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Lalatech Holdings Co Ltd
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19 Apr 2023 09:53
Lalatech Holdings Limited Pre-IPO - The Negatives - Has Raised a Lot of Money, so Has the Founder
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
Sumeet Singh
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386 Views
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bearish
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Softbank Group
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19 Apr 2023 02:48
Softbank (9984 JP) – Focus on the SVFs, Are the Private Companies Appropriately Marked?
The NAV could be 10%-15% lower than stated now at the mid-May results release, due to a further squeeze in private company valuations; this would...
Victor Galliano
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436 Views
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