ESR Cayman Pre-IPO - Updates from PHIP - Growth Remains on Track
ESR Cayman (ESR HK) aims to raise up to US$1.5bn in its planned Hong Kong listing, as per media reports. The company is backed by Warburg Pincus...
914 Views
2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
748 Views
ZTO Q318 Results: Momentum, Margins, & Quality of Earnings All Took a Dive in Q318 (Plus: A Buyback)
Although ZTO Express (ZTO US) managed to slightly beat the consensus estimate for "Adjusted EPS" in Q318 (1.34 RMB actual vs. consensus 1.32 RMB...
1.5k Views
TRACKING TRAFFIC/Chinese Express & Logistics: September Express Pricing & Growth Weakest On Record
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
654 Views
TRACKING TRAFFIC/Chinese Express & Logistics: July Express Prices All Over the Map, Market Unstable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
455 Views