Primer: Cainiao Smart Logistics Network (1437124D HK) - May 2026
Cainiao is a global leader in e-commerce logistics, originally established as the logistics arm of Alibaba Group. It has since evolved into a...
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JD Logistics H1/Q2 Results | Momentum, Profitability Show Mixed Signals | Shares Drained Of Optimism
Shares have "round tripped" since March 2026 and at HK$10 there appears to be lots of negativity baked into the price. At just 8x consensus 2026F...
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SHEIN H1/Q2 Results | Slow Top-Line Growth, More Margin Compression | Fulfilment Costs Up Sharply
SHEIN disclosed H126 financial results, which show few surprises: revenue growth is still depressed, and margins continue to shrink due to high...
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Monthly Chinese Express Tracker | August Growth Slowed Vs July, Q2 | Suggests Softer Online Retail
Chinese domestic express parcel volume growth slowed in August (vs July and Q2), suggesting softer online retail activity. For stronger growth in...
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SHEIN IPO in Hong Kong: Latest Developments Affecting SHEIN, Temu, and AliExpress
In this insight we bring to readers' attention important developments affecting the Chinese direct-to-consumer retail platforms SHEIN, Temu, and...
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