Monthly Chinese Express Tracker: Fight For Parcel Volume Share Heated Up in Q424 (January 2025)
Although Chinese domestic express pricing has moderated in recent months, the main players in this sector continue to battle one another for...
769 Views
CX Daily: China Clears More Obstacles for Robotaxis
Robotaxis / In Depth: China clears more obstacles for robotaxis Green lights are turning on for China’s driverless taxi companies. On Dec. 30,...
335 Views
Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
892 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...
530 Views
Aequitas 2025 Asia IPO Pipeline - Japan and South Korea
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at Japan & Korea after having looked at HK & India.
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