Hong Kong Connect Flows (Mar 17th): Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi.
266 Views
JD Logistics (2618 HK): 4Q22, Outside Customer Revenue Continued Surging, Buy
Revenue from external customers increased by 69% YoY in 4Q22. We believe total revenue will grow by 26% in 2023. We also believe the stock has an...
335 Views
[JD Logistics(2618 HK) DG to SELL]: JD’s Low-Price Strategy Hurts JD Logistics
JD has adopted the low-price strategy, which hinders the growth of JDL. The price competition in eCommerce negatively affects JDL but benefits ZTO....
453 Views
Hong Kong Connect Flows (Mar 1st): Tencent, Great Wall Motor, CCB, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Great Wall Motor, CCB, Hong Kong Exchanges And...
351 Views
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
445 Views