Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

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

SHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis" Rules, EU Could Take Similar Action

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

Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN

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

Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at a Whopping US$158 Mn!

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Which Hong Kong E-Comm Logistics IPO Is Right for You? We Compare SF Holding, J&T, and CaiNiao

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Bottom-Up

<ul>
<li>Several US customs brokers have been suspended under new, tighter rules</li>
<li>The new rules could make 'de minimis' imports slightly more difficult</li>
<li>Whether it lists in London or NYC, additional rule changes could threaten SHEIN</li>
</ul>


Several US customs brokers have been suspended under new, tighter rules
The new rules could make 'de minimis' imports slightly more difficult
Whether it lists in London or NYC, additional rule changes could threaten SHEIN


Cainiao Smart Logistics Network (1437124D HK)

SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules