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...
99 Views
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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Chinese Couriers Ride the E-Commerce Boom for Middle East Expansion
As Chinese e-commerce companies expand into global markets, China-backed logistics providers are following suit, with the Middle East emerging as...
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