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ZTO Express Cayman (2057 HK)
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89
Analysis
Industrials
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China
ZTO Express (Cayman) Inc. operates as an express delivery company. The Company provides express delivery service through their nationwide network, as well as other value-added logistics services. ZTO Express serves customers globally.
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bearish
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J&T Global Express
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11 Oct 2023 09:45
J&T Global Express Pre-IPO - Peer Comparison
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...
Sumeet Singh
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324 Views
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bearish
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J&T Global Express
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04 Oct 2023 09:50
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...
Sumeet Singh
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375 Views
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bullish
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Cainiao Smart Logistics Network
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02 Oct 2023 09:49
Cainiao Pre-IPO: An on the Ground Introduction
We believe Cainiao has the ambition to take the whole logistics chain from retailers’ doors to shoppers’ doors by taking competitors' client lists...
Ming Lu
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480 Views
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bearish
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Quantitative Analysis
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01 Oct 2023 10:05
HK Short Interest Weekly: Tencent, Baba, CCB, China Mobile, AIA, Innovent Bio, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Sep 22nd and highlight short interest changes in Tencent, Baba, CCB, China...
Ke Yan, CFA, FRM
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493 Views
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bullish
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J&T Global Express
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29 Sep 2023 08:03
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.
Sumeet Singh
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683 Views
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