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Daniel Hellberg

Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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bullishS.F. Holding
23 Dec 2024 07:28

Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)

Year-over-year parcel volume growth and price declines both moderated somewhat in November. We believe most Chinese express companies are...

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22 Dec 2024 09:28

Monthly Container Shipping Tracker: November Pricing Weaker | January ILA Strike? (December 2024)

Container rates continued to soften in November, and 2024's Q4 seasonal decline from the Summer peak has been the second-steepest in the past 12...

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17 Dec 2024 07:36

Monthly Chinese Tourism Tracker | Five Easy Charts Showing China's Tourism Recovery To Date

In this insight we illustrate the trajectory of China's ongoing recovery in outbound and domestic travel activity in five easy charts.

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bullishS.F. Holding
15 Dec 2024 09:56

SF Holding Pre-IPO: Head-To-Head Comparison of SF Holding & JD Logistics

We offer a head-to-head comparison of SF Holding and JD Logistics, direct competitors in Chinese e-comm fulfillment that are now both listed in...

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bearishSHEIN
02 Dec 2024 08:08

SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform

Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...

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