Full Truck Alliance Q223 Earnings: Strong Top-Line | Sharp Margin Expansion | Shares Inexpensive
Full Truck Alliance is transforming its revenue profile as it continues to grow. The transformation is resulting in sustainably lower costs,...
460 Views
Weekly Deals Digest (10 Sep) - JMDC, Intage, Mason, Liontown, Newcrest, ARM, Integral, Doosan, VNG
Last week, notable developments occurred in Event-Driven (JMDC, Intage, Mason, Liontown, Newcrest, OreCorp, United Malt, MPI) and ECM (Doosan...
418 Views
Weekly Deals Digest (03 Sep) - JSR, Seiko PMC, Eoflow, ENM, Doosan Robotics, ARM, Integral Corp
Last week, notable developments occurred in Event-Driven (JSR, Seiko PMC, Eoflow, ENM, Shougang Fushan, Costa, Symbio, Musgrave) and ECM (Doosan...
369 Views
ZTO Express Q2 Results: Strong on Volume | Weak on Price | Margins Up in Q2, But H2 Much Tougher
ZTO gained volume share in Q2, which allowed it to beat down unit costs and expand margins. Given recent price erosion, we think ZTO is unlikely to...
426 Views
SF Holding HK IPO = A Drive to 'Internationalize' | Exposure Update | Recent Deals | New Comp Group
Internationalization is what SF Holding is aiming for as it seeks to sell shares in HK. This insight covers three facets of SF's...
443 Views