Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
353 Views
Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
581 Views
Why SHEIN and Temu Are Worried About Reform of De Minimis Imports into the US
SHEIN has indicated it wants a place at the table as US 'de minimis' import rules are updated. A tightening of these rules could severely undermine...
565 Views
[Sea (SE US, SELL, TP US$51) TP Change]: Competitive Landscape Intensifying… Cut TP to $51
We expect Shopee's competitive landscape further deteriorated in 2Q23, due to increased pressure from TikTok and Lazada in ASEAN, Coupang in...
418 Views
New Developments in Postage Fraud Case and US Congress Could Create Big Obstacles for Temu, SHEIN
We offer an update on a fascinating criminal case set to go to trial next month, plus we outline big risks posed by criticisms of Temu and SHEIN by...
468 Views