J&T Global Express IPO Lock-Up Expiry - Tiny Float with 87%+ Stake Lockup Release Worth >US$8.8bn
J&T Global Express' IPO linked lockup expired over the weeked. The stock has been correcting over the past few weeks, especially with the CCASS...
689 Views
SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
In the run up to SF Holding's secondary listing in Hong Kong, we're "boomerang"-ing some recent Smartkarma insights covering the company and...
542 Views
CrossASEAN Ground Zero - Shopee's Live Streaming Push, GoTo's Multi-Pronged Initiatives, and BliBli
This week we look at Shopee's ongoing efforts to turn up the dial on live streaming as TikTok restructures Tokopedia and we look at the product...
237 Views
J&T Global Express IPO Trading - Tepid Demand Despite the Team Effort
J&T Global Express (1519 HK), a global logistics service provider, raised around US$500m in its Hong Kong IPO. In this note, we talk about the...
349 Views
J&T Global Express IPO - Team Effort for Some Heavy Lifting
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its Hong Kong IPO. In this note, we talk about its...
399 Views