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Cainiao Smart Logistics Network (1437124D HK)
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103
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Hong Kong
Cainiao Smart Logistics Network Ltd. operates as an investment company. The Company provides equity investments, investment management, and other services. Cainiao Smart Logistics Network is located in Hong Kong.
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bullish
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Cainiao Smart Logistics Network
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14 Nov 2023 08:28
CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
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bullish
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Cainiao Smart Logistics Network
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07 Nov 2023 08:18
CaiNiao Smart Logistics Pre-IPO Part 4 | Acquiring BABA's Express Stakes Could Soak Up IPO Proceeds
The transfer of Alibaba's logistics investments to CaiNiao could require billions of dollars of new funds in the short- to medium-term, potentially...
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bearish
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ZTO Express Cayman
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24 May 2023 10:14
Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
In April, express volume shot up 36% against easy Y/Y comps, but ASPs deepened their recent decline. We believe pricing will continue to...
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bearish
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Cainiao Smart Logistics Network
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29 Oct 2023 21:17
Cainiao Smart Logistics IPO: The Bear Case
The bear case rests on declining global cross-border market share, China logistics decelerating growth, high related-party transactions, and FCF burn.
Arun George
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bullish
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Cainiao Smart Logistics Network
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22 Oct 2023 10:50
CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable
In this insight we present an approach to valuing CaiNiao, including which comps and multiples make the most sense. We believe a valuation of up to...
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