SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
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[Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK
China's Cyberspace Administration tackles algorithm issues, Alibaba consolidates e-commerce business, and China extends visa-free entry for...
343 Views
JST Group Pre-IPO: Growing Rapidly but with Some Accounting Red Flags
JST Group (JST) is looking to raise up to US$100m in its upcoming Hong Kong IPO. It is China’s largest and most popular e-commerce SaaS ERP provider.
708 Views
Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
October parcel volume growth improved, but price data was mixed. The biggest news in the sector came from ZTO (weak Q3 numbers) and SF Holding (HK...
616 Views
ECM Weekly (25th Nov 2024) - SF, Kioxia Digico, Pony, Finetoday, Saint Bella, Zinka, Keppel DC
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.
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