Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

TRACKING TRAFFIC/Logistics Capital Markets Monitor | IPOs | M&A | Pre-IPO Profile: Hive-Box Holdings

TRACKING TRAFFIC/Containers & Air Cargo: Volumes, Rates & Bunker All Firmer | Valuations Get Weird

TRACKING TRAFFIC/Chinese Tourism: Macau's Slog | Golden Week Fails to Shine | LNY 2021 At Risk?

TRACKING TRAFFIC/Chinese Express: Volume Growth Moderates | Pricing Stays Depressed

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

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

Alibaba Group Holding  / Equity Capital Markets

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<p>In the first section of this note we review key themes of the last year within our regular coverage, which includes regional Logistics, Transportation, and Travel. We also measure year to date performance of some of the individual stocks we've closely tracked in 2020. </p>
<p>The second section of this note is a list of themes and ideas we expect to drive share price performance in Asian Logistics, Transportation, and Travel over the next 12 months. It concludes with some suggested 2021 Long / Short pair trade ideas in each of these three segments. </p>
<p>The third and final section of this note highlights several potential high-profile IPOs in the broader Asian Logistics space. Most of these potential deals are linked to large, well-known Chinese eCommerce fulfillment and "mobility" companies. </p>




In the first section of this note we review key themes of the last year within our regular coverage, which includes regional Logistics, Transportation, and Travel. We also measure year to date performance of some of the individual stocks we've closely tracked in 2020. 
The second section of this note is a list of themes and ideas we expect to drive share price performance in Asian Logistics, Transportation, and Travel over the next 12 months. It concludes with some suggested 2021 Long / Short pair trade ideas in each of these three segments. 
The third and final section of this note highlights several potential high-profile IPOs in the broader Asian Logistics space. Most of these potential deals are linked to large, well-known Chinese eCommerce fulfillment and "mobility" companies. 

TRACKING TRAFFIC/ 2020 Review | 2021 Preview | Potential IPOs in Logistics, Transportation & Travel