J&T Global Express Pre-IPO - PHIP Updates - Managed to Grow but Isn’t Sustainable Yet
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we talk...
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J&T Global Express Pre-IPO, Part 5 | Analysis of H123 Performance | Updated EV Estimate US$9.1 Bn
In this insight we analyze the company's H123 performance in China and SE Asia, highlight growing competition from two larger players (SF,...
500 Views
CaiNiao Smart Logistics Pre-IPO Part 1 | Business Model | Key Relationships | Differentiators
In this insight we look at CaiNiao's busines model, its relationships with Alibaba and the express companies, and the ways in which it...
669 Views
J&T Global Express Pre-IPO - The Positives - Growing Fast, Expanding Geographically
J&T Global Express won listing approval yesterday. The company is due to file its updated PHIP and will begin marketing in the coming week.
683 Views
J&T Global Express Pre-IPO - The Negatives - Adjusted Sales Growth Was Negative
J&T Global Express won listing approval yesterday. The company is due to file its updated PHIP and will begin marketing in the coming week.
764 Views