Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Smart Logistics IPO: The Bull Case
The bull case rests on market share gains in China, improving performance of the largest business (international logistics), and rising gross and...
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Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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J&T Global Express IPO - Team Effort for Some Heavy Lifting
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its Hong Kong IPO. In this note, we talk about its...
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Alibaba (9988 HK): A Visit to Premier - Freshippo Begins to Try New Style Again
Freshippo opened its first high-end supermarket, Premier, in Shanghai. We believe it is a good idea to take business from independent stores and...
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