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...
265 Views
SHEIN IPO in Hong Kong: Management Consistently Underestimated Headwinds, Harming Sales and IPO Plan
After the first market session in which SHEIN's share price didn't decline vs the previous session, we're resurfacing a few recent insights...
202 Views
J&T Global Express H126 Results: Firing on All Cylinders (But Not Cheap)
Strong growth from J&T Global in H126, with overall revenue up 40% and adj EBITDA up an impressive 68%. But shares appear to be trading on 20x FY26...
92 Views
SHEIN IPO in Hong Kong: Examining Marketing Expense Trend | Fulfilment Expense in Q226 Likely Spiked
In its first day of trading on September 1, SHEIN's shares closed down 0.1% in Hong Kong after initially falling close to 10%. We're re-surfacing a...
145 Views
SF Holding H126: Revenue up 6% Y/Y, but EBITDA Margin Down on Rising Fuel Costs, Changing Mix
SF Holding's H126 results were uninspiring, with Revenue climbing 6% but margins falling vs H125. We believe high fuel costs and changing sales mix...
104 Views