J&T Global Express Pre-IPO, Part 1: Chinese Express Operation | 'Haven't We Met Somewhere Before?'
We're pulling this insight out of the archives in light of J&T's updated HKEX filing and its decision to begin pushing forward with its IPO this...
1k Views
J&T Global Express Pre-IPO - PHIP Updates - Managed to Grow but Isn’t Sustainable Yet
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its upcoming Hong Kong IPO. In this note, we talk...
451 Views
J&T Global Express Pre-IPO, Part 5 | Analysis of H123 Performance | Updated EV Estimate US$9.1 Bn
In this insight we analyze the company's H123 performance in China and SE Asia, highlight growing competition from two larger players (SF,...
593 Views
CaiNiao Smart Logistics Pre-IPO Part 1 | Business Model | Key Relationships | Differentiators
In this insight we look at CaiNiao's busines model, its relationships with Alibaba and the express companies, and the ways in which it...
895 Views
Cainiao Pre-IPO: An on the Ground Introduction
We believe Cainiao has the ambition to take the whole logistics chain from retailers’ doors to shoppers’ doors by taking competitors' client lists...
606 Views