Monthly Chinese Express Tracker | March ASPs Fell, Again | Volumes Moderated, Including X-Border
Domestic parcel volume slowed in March, and unit pricing remains under pressure. In addition, it appears the previously strong growth of Chinese X...
518 Views
Cancelling CaiNiao's IPO: What It Means for China's Express Sector (+Comment on Implied Valuation)
In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied...
444 Views
Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at a Whopping US$158 Mn!
A defendant in a China-US postage fraud case pled guilty, accepted US$150+ mn in asset forfeitures & restitution, and will help authorities expand...
592 Views
Lalatech IPO: New Filing's H123 P&L Shows Impressive Growth, Unanswered Questions
For us, the most urgent questions for Lalatech still revolve around its "incredible" progress on cost control and how the company will successfully...
1.2k Views
ECM Weekly (1st Apr 2024) - Shinhan, GlobalWafers, Mankind, Hyundai Marine, Bharti Hexacom, ChaPanda
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
606 Views