It's Been a Tough Two+ Years for SHEIN & Its Investors, & Things Don't Get Easier From Here
Over the past two+ years, SHEIN has faced a deluge of developments that threaten its future growth and profitability, especially in the US.
567 Views
JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
675 Views
Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
494 Views
What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
372 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
508 Views