Lalatech IPO: Using YMM:US as Main Comp, Equity Valuation of US$11-12 Bn (Or More) Justifiable
What are the best comps for Lalatech, which valuation multiples should we focus on, and does the company deserve a premium valuation relative to...
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Lalatech Compared to Full Truck Alliance, SF Intra-City, and GOGOX in Eleven Easy Charts
In this insight we compare Lalatech to listed peers Full Truck Alliance, SF Intra-city, and GOGOX on a range of factors, including scale, growth,...
677 Views
Full Truck Alliance Q124 Results: Strong Financials Match Recent Strong Share Performance - HOLD
Full Truck Alliance posted great Q1 numbers: revenue growth accelerated, margins expanded, and mix improved. But its shares have rallied and the...
583 Views
SF Intra (9699 HK) FY and H2 Results | Revenue Growth Slowed | Margins Got Thinner | AV Expansion?
The latest results from intra-city delivery specialist SF Intra show strong top-line growth, but thin margins. High labor costs are spurring the...
149 Views
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...
101 Views