Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>The effects of SHEIN's and Temu's growth on US retail are already well known</li>
<li>But recent data points show the companies impacting other industries, too</li>
<li>Through their dramatic growth the two companies are gaining influence in US </li>
</ul>


The effects of SHEIN's and Temu's growth on US retail are already well known
But recent data points show the companies impacting other industries, too
Through their dramatic growth the two companies are gaining influence in US 


Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<ul>
<li>This is our 5th annual edition of the <strong><em>IPOs Pipeline Worldwide (Top 100 Companies)</em></strong> report.</li>
<li>After weak global IPO markets in 2022 and 2023, the near term trend for global IPOs continues to remain lackluster.</li>
<li>For those investors that closely monitor the global IPO opportunities, this is a good reference insight to check out the largest potential IPOs that could get completed next year.</li>
</ul>


This is our 5th annual edition of the IPOs Pipeline Worldwide (Top 100 Companies) report.
After weak global IPO markets in 2022 and 2023, the near term trend for global IPOs continues to remain lackluster.
For those investors that closely monitor the global IPO opportunities, this is a good reference insight to check out the largest potential IPOs that could get completed next year.


2024 IPOs Pipeline Worldwide (Top 100 Companies)

<ul>
<li>Since SEC operates in US executive branch, Congress lacks power to stop IPOs</li>
<li>But by passing new laws, Congress could potentially undermine SHEIN's IPO</li>
<li>Given current political climate in the US, SHEIN IPO faces real political risks</li>
</ul>


Since SEC operates in US executive branch, Congress lacks power to stop IPOs
But by passing new laws, Congress could potentially undermine SHEIN's IPO
Given current political climate in the US, SHEIN IPO faces real political risks


Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

<ul>
<li>We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN</li>
<li>Selecting comparable items, we looked at landed costs, transit times, returns</li>
<li>SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?</li>
</ul>


We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN
Selecting comparable items, we looked at landed costs, transit times, returns
SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?


SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

Equity Bottom-Up

Cainiao Smart Logistics Network / Equity Bottom-Up

<ul>
<li>Alibaba logistics arm CaiNiao's revenue growth slowed in the June quarter</li>
<li>Our main takeaway is that Chinese X-border eComm continues to slow</li>
<li>We believe all of the large X-border eComm platforms may be affected</li>
</ul>


Alibaba logistics arm CaiNiao's revenue growth slowed in the June quarter
Our main takeaway is that Chinese X-border eComm continues to slow
We believe all of the large X-border eComm platforms may be affected


CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity

Hong Kong

Zoetop Business Co., Limited, doing business as SHEIN, operates as a fashion e-commerce platform. The Company focuses on women's wear, men's apparel, children's clothes, accessories, shoes, bags, and other fashion items. SHEIN serves clients worldwide.

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SHEIN (1895674D HK)

Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail

Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...

Tracking Traffic

2024 IPOs Pipeline Worldwide (Top 100 Companies)

For those investors that closely monitor the global IPO opportunities, this is a good reference insight to check out the largest potential IPOs...

Douglas Kim

Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

US lawmakers are making noise about "blocking" SHEIN's expected US IPO. Though they do not have a formal role in the IPO process, lawmakers could...

Tracking Traffic

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...

Tracking Traffic

CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity

Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude...

Tracking Traffic

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