ECM Weekly (9th July 2023) - Socionext, Yongtai, Tryt, Redox, S.F. Holding, Lalatech, Fadu, Amman
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
594 Views
RoboSense Technology: A Risky IPO As LiDAR Stocks Underperformed
RoboSense Technology IPO looks risky due to the company’s high cash burn rate, fierce competition, pricing pressure and unhealthy fundamentals, in...
1.3k Views
Catching Up With CJ Logistics (000120 KS): With Shares Beaten Down, Management Forced to Refocus
In this insight we check on CJ Logistics' recent financial performance. Management has de-emphasized the Global segment and put more resources into...
622 Views
Full Truck Alliance Q123 Earnings | Progress on Improving Mix | Other Changes Need More Time
Despite solid revenue growth and rising profitability in Q1, investors focused on unexciting Q2 guidance. In this note we highlight some...
705 Views
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...
637 Views