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...
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[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
​Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...
264 Views
SF Holding Pre-IPO: Head-To-Head Comparison of SF Holding & JD Logistics
We offer a head-to-head comparison of SF Holding and JD Logistics, direct competitors in Chinese e-comm fulfillment that are now both listed in...
682 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...
688 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...
427 Views