TRACKING TRAFFIC/Chinese Express: Pricing Still Weak | STO Q3 Profit Warning | ZTO HK IPO Update
Although volumes bounced back in September, pricing remains weak. We retain our BUY ratings on SF Holding and Best Inc, while ZTO Express remains a...
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As Profits Turn to Losses, STO Express Retreats from Growth Strategy. Is M&A Next?
STO Express recently warned investors it would report a loss in Q3 2020. The company seems to be rethinking its aggressive pursuit of volume share,...
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GDS Holdings Hong Kong Secondary - Hot Sector, Needs the Money
Gds Holdings (Adr) (GDS US) plans to raise around US$1bn in its secondary listing in Hong Kong. Media reports indicate that the deal could be...
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Kerry Express & Best Inc: Two Approaches to ECommerce Logistics Growth in SE Asia
Define market opportunity: domestic Thailand (KEX
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ECM Weekly (4 October 2020) - JD Health, MINISO, Everest Med, Weihai Comm Bank, JD Digits
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming...
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