Monthly Chinese Express Tracker | August Growth Slowed Vs July, Q2 | Suggests Softer Online Retail
Chinese domestic express parcel volume growth slowed in August (vs July and Q2), suggesting softer online retail activity. For stronger growth in...
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HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
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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...
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J&T Express (1519 HK) - Share Swap with SF to Help Expand New Markets
We believe it is an important strategic co-operation that allows both companies to leverage their valuable resources to achieve synergies.
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK)Â has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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