China's Export Outlook 2023: How Port, Shipping and Logistics Fare?
We are cautious on China's export outlook in 2023, and operating environment of port, container shipping and logistics sectors will be challenging....
810 Views
GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
467 Views
JD Logistics (2618 HK): 3Q22 High Growth, Not Just Acquired But Organic, 29% Upside
The growth rate of total revenue accelerated in 3Q22. We believe the organic growth was also strong besides the acquisition of Deppon. We set an...
393 Views
2023 High Conviction: JD.com to Benefit from Discretionary Spend Recovery, Margin Progress on Track
As our 2023 High Conviction call, in this insight, we take a deep-dive analysis into JD.com’s key investment controversies: Revenue growth recovery...
714 Views
China Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent, Meituan, Tencent Music, JD Logistics
The authorization contracts between Blizzard and NetEase will terminate. Tencent plans to distribute Meituan shares as dividend. JD Logistics...
518 Views