Monthly Chinese Express Tracker | Q3 Volume Growth & Price Declines Both Moderated | (October 2024)
Parcel volume growth moderated for the express companies in Q3, but so did price declines. We expect the Chinese express companies to report...
278 Views
SHEIN and Temu: New Rule Could Crush "De Minimis" Imports | New Front In "War" Vs DTC Platforms
The Biden administration announced dramatic changes which could threaten SHEIN and Temu. Elsewhere, US & EU authorities launched efforts to test...
584 Views
Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
244 Views
SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary...
801 Views
Lalatech Holdings Limited Pre-IPO - Refiling Updates - Continues to Improve, Valuation Gap Narrowing
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we look at the updates from its most recent refiling.
537 Views