J&T Global Express IPO: Peer Comparison and Valuation
J&T's shares will commence trading at the HKEx on Friday, 27th October and the company's HK offering and international offering were only...
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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...
341 Views
Monthly Chinese Express Tracker | A New Price War Among China's 'Sort & Transport' Express Names
In this insight we discuss a developing price war among China's 'sort and transport' express names, which likely added to margin pressures on these...
445 Views
CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable
In this insight we present an approach to valuing CaiNiao, including which comps and multiples make the most sense. We believe a valuation of up to...
641 Views
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
595 Views