ECM Weekly (20th Jan 2025) - Guming, LG India, Schloss (Leela), Freetech, Chongqing Terminus, Murata
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
754 Views
Monthly Chinese Express Tracker: Fight For Parcel Volume Share Heated Up in Q424 (January 2025)
Although Chinese domestic express pricing has moderated in recent months, the main players in this sector continue to battle one another for...
766 Views
CX Daily: China Clears More Obstacles for Robotaxis
Robotaxis / In Depth: China clears more obstacles for robotaxis Green lights are turning on for China’s driverless taxi companies. On Dec. 30,...
325 Views
Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
885 Views
ZTO FY24 & J&T Global Q424 Volume Growth Rates Suggest Painful Price-Volume Tradeoffs Continue
Early Q424 reports from J&T Global and ZTO Express suggest that the former company is still using price to take volume share. Meanwhile, ZTO's sub...
525 Views