Primer: BEST (BEST US) - Aug 2026
BEST Inc. is undergoing a significant strategic transformation, divesting its capital-intensive Express and Freight businesses to focus on an...
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Hive Box Holdings Pre-IPO, Part 1: What They Do, History, Relationships, & What's Next
Chinese smart locker operator Hive Box has filed to go public in Hong Kong. In this insight we offer an overview of its business, a corporate...
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J&T Global Express H124 Results: A Dramatic Turnaround? But Something Doesn't Make Sense
The Chinese domestic express segment reportedly drove a strong Y/Y improvement in adjusted EBITDA at J&T Global Express. But some of the drivers of...
552 Views
Which Hong Kong E-Comm Logistics IPO Is Right for You? We Compare SF Holding, J&T, and CaiNiao
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary...
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Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
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