Nissin Corp (9066 JP): A Rumoured Bain-Sponsored MBO?
While the rumoured offer represents an all-time high share price, it is light compared to precedent and peer multiples. A long-dated offer makes it...
840 Views
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
547 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...
498 Views
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...
457 Views
Capping Ratio of Fast Retailing in Nikkei 225
On January 31st, Nikkei released a note “Regarding the Capping Ratio of Fast Retailing in Nikkei 225” about the change in capping ratio of Fast...
629 Views