Didi Global Q324 Results & Two Key Reasons Company May Consider A New Listing in 2025
Didi Global's core profitability continued to improve in Q324. More importantly, compared to even a few months ago, we believe a 2025 IPO is...
2k Views
2024 Greater China Logistics & Transport ECM Review & A Look at Potential 2025 Deals
After 2024 began with raised expectations, actual ECM activity in the Greater China logistics & transportation space disappointed. But there are a...
977 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...
499 Views
Full Truck Alliance Q324 Results: Great Numbers, But Limited Upside Here | BUY Closer to US$8
Full Truck Alliance's shares shot up 15% on November 20 after the company reported another set of impressive results. We still like the company but...
673 Views
SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
563 Views