J&T Global Express H224 Results: Levers That Drove Earlier Improvement Are Losing Power
J&T Global's H224 earnings appear solid on the surface, but a closer look reveals that drivers of the company's improved profitability in recent...
355 Views
CaoCao Pre-IPO: Scaling up but a Cash Infusion Is Required
CaoCao (CC) is looking to raise up to US$300m in its upcoming Hong Kong IPO. It is a ride hailing platform in China. In this note, we look at the...
548 Views
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...
1.6k Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
411 Views
Grab Holdings (GRAB US) - Harvest Time
Grab Holdings has expressed excitement for 2025, as it harvests the investments it has made in its laddered approach to new product offerings from...
721 Views