Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
524 Views
Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao, US$10bn+
Alibaba has confirmed that Cainiao will the first mini-Baba to list on its own. Baba in its filing stated that it obtained HKEX approval for the...
793 Views
SF Holdings A/H Listing - Recent Filing and Other Updates
SF Holding, China’s largest express delivery company, aims to raise around US$2-3bn in its H-share listing. In this note, we look at the recent...
411 Views
SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1
In this insight we review SF Holding's H1 earnings in detail, refine our view of the company's "internationalization" initiative, and test our...
512 Views
SF Holding HK IPO = A Drive to 'Internationalize' | Exposure Update | Recent Deals | New Comp Group
Internationalization is what SF Holding is aiming for as it seeks to sell shares in HK. This insight covers three facets of SF's...
410 Views