Chinese Express Consolidation? Lesser Players Battered for Years, But Still No Knockout Punch
Margins in China's express sector have been falling for years. However, there are few signs of consolidation: companies remain profitable, and...
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CX Daily: Four Things to Know About How China’s PE Funds Are Helping Revive Real Estate
Four things to know about how China’s PE funds are helping revive real estate. Beijing reaffirms Taiwan could adopt own social system after...
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Didi Q126 Results: International Segment Still a Headache, Especially Food Delivery
A new year for Didi, but last year's main trends remain intact: improved performance in the core China segment, and worsening losses outside of its...
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Aequitas 2026 Asia IPO Pipeline - Hong Kong
In this note, we will take a look at the Asia Pacific IPO pipeline for 2026, starting with Hong Kong before covering other regions in subsequent...
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JD Industrials IPO Trading - Decent Pricing but Weakish Demand
JD Industrials (7618 HK) raised around US$383m, after pricing in its Hong Kong IPO at the mid-point. Demand overall was weakish.
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