Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?
As part of its June quarter earnings release last week, Alibaba effectively "demoted" logistics arm CaiNiao by pushing it into a new "Others"...
614 Views
ZTO FY24 & J&T Global Q424 Volume Growth Rates Suggest Painful Price-Volume Tradeoffs Continue
Early Q424 reports from J&T Global and ZTO Express suggest that the former company is still using price to take volume share. Meanwhile, ZTO's sub...
592 Views
Didi Global Q324 Results & Two Key Reasons Company May Consider A New Listing in 2025
Didi Global's core profitability continued to improve in Q324. More importantly, compared to even a few months ago, we believe a 2025 IPO is...
2k Views
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...
977 Views
ECM Weekly (23rd Sep 2024) - Tokyo Metro, Midea, Intermestic, Sagility, Belstar, Kuaishou, Bajaj HF
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
627 Views