ECM Weekly (24th Sep 2023) - Cainiao, J&T, Midea, Kokusai, Seoul Guarantee, Barito, Integral, DPC
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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SF Holdings A/H Listing - Recent Filing and Other Updates
SF Holding, China’s largest express delivery company, aims to raise around US$2-3bn in its H-share listing. In this note, we look at the recent...
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Full Truck Alliance Q223 Earnings: Strong Top-Line | Sharp Margin Expansion | Shares Inexpensive
Full Truck Alliance is transforming its revenue profile as it continues to grow. The transformation is resulting in sustainably lower costs,...
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ZTO Express Q2 Results: Strong on Volume | Weak on Price | Margins Up in Q2, But H2 Much Tougher
ZTO gained volume share in Q2, which allowed it to beat down unit costs and expand margins. Given recent price erosion, we think ZTO is unlikely to...
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SF Holdings A/H Listing - Early Look - Front Running
The company has just filed its application prood for an H-share listing. As per media reports, it could look to raise up to US$3bn in its Hong Kong...
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