bullish

SHEIN

Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

244 Views16 Jun 2024 10:18
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+ of the air tons entering the US from China/HK/TW.
What is covered in the Full Insight:
  • Rising Cargo Revenue, Yield, Load Factor
  • Increase in Air Cargo Volume in the US and Asia
  • Influence of SHEIN, Temu on Asia-US Air Cargo
  • Potential Impact on SHEIN, Temu's Profitability due to Air Cargo Pricing
  • Significant Role of SHEIN, Temu in Air Cargo Industry
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Asian Equities Analyst, Logistics & Transport
China & TaiwanIndustrialsEquity Bottom-UpThematic (Sector/Industry)
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