In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied valuation of CaiNiao vs rival J&T Global.
What is covered in the Full Insight:
Cancelling of CaiNiao IPO
Potential impact on China's express sector
CaiNiao's re-focus on profitability
Comparison of CaiNiao's and J&T's valuations
Alibaba's future plans for CaiNiao
SUMMARY
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