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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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13 May 2016
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bearish
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Cainiao Smart Logistics Network
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01 Jun 2024 00:18
CaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell | Retention Payments, or Something Else?
Alibaba's logistics subsidiary CaiNiao reported an EBITA loss in its Q4 results, the first in FY24. Was it the result of retention payments after...
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193 Views
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bullish
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Trip.com
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30 May 2024 07:38
Monthly Chinese Tourism Tracker | Outbound Grinds Forward | Domestic Weakness Not New | (May 2024)
Outbound Chinese travel demand continued its recovery in April. Chinese travel-linked shares have pulled back over concerns about hotel and air...
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421 Views
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bullish
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Lalatech Holdings Co Ltd
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28 May 2024 07:58
Lalatech Compared to Full Truck Alliance, SF Intra-City, and GOGOX in Eleven Easy Charts
In this insight we compare Lalatech to listed peers Full Truck Alliance, SF Intra-city, and GOGOX on a range of factors, including scale, growth,...
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251 Views
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bullish
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AP Moeller - Maersk A/S
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27 May 2024 07:56
Monthly Container Shipping Tracker | Pricing Still Firm | Share Prices Converging | (May 2024)
Average deep-sea rates and traffic remained firm in April. The L/S pair trades we suggested back in mid-March? One of them has worked out quite well.
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199 Views
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bullish
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Full Truck Alliance
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23 May 2024 11:03
Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD
Full Truck Alliance posted great Q1 numbers: revenue growth accelerated, margins expanded, and mix improved. But its shares have rallied and the...
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