Ninja Van: Diversifying into B2B and Cold Chain to Prioritise Margin over Parcel Volume (Initiation)
Executive Summary Strategic Pivot to Enterprise Logistics: Ninja Van is restructuring its Southeast Asian operations to transition away from...
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Primer: Ninja Van (1331874D SP) - Aug 2026
Ninja Van is a leading technology-enabled, last-mile logistics provider in Southeast Asia, a region experiencing rapid e-commerce growth. The...
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May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
Now that fast-fashion giant SHEIN has finally filed offering documents in Hong Kong (July 27), we believe it's a good time to revisit the company's...
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After Battling J&T Global and Flash in Thailand's Express Market, KEX Shrinks, Then Delists
Under pressure on multiple fronts, Kerry Express Thailand recently delisted its shares after less than five years of life as a publicly-traded...
610 Views
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
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