2024 Greater China Logistics & Transport ECM Review & A Look at Potential 2025 Deals
After 2024 began with raised expectations, actual ECM activity in the Greater China logistics & transportation space disappointed. But there are a...
720 Views
Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)
Year-over-year parcel volume growth and price declines both moderated somewhat in November. We believe most Chinese express companies are...
660 Views
SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform
Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...
647 Views
SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
395 Views
Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
October parcel volume growth improved, but price data was mixed. The biggest news in the sector came from ZTO (weak Q3 numbers) and SF Holding (HK...
569 Views