SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules
US Customs and Border Protection has tightened the rules under which SHEIN and Temu import cheap goods into the US. As a result, six US customs...
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Lalatech Compared to Full Truck Alliance, SF Intra-City, and GOGOX in Eleven Easy Charts
In this insight we compare Lalatech to listed peers Full Truck Alliance, SF Intra-city, and GOGOX on a range of factors, including scale, growth,...
677 Views
Giant Biogene Placement - Has Been Doing Well but Doesn’t Need the Cash
Giant Biogene (2367 HK) aims to raise up to US$205m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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J&T Global Express IPO Lock-Up Expiry - Tiny Float with 87%+ Stake Lockup Release Worth >US$8.8bn
J&T Global Express' IPO linked lockup expired over the weeked. The stock has been correcting over the past few weeks, especially with the CCASS...
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MT/ Meituan (3690 HK) Earnings Preview: Fourth Positive EPS, 99% Upside
In 4Q23, we believe total revenue will grow by 20% YoY and MT will book the fourth profitable quarter. We believe Douyin will not threat MT in the...
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