ENTITY
YTO Express

YTO Express (600233 CH)

301
Analysis
Industrials • China
YTO Express Group Co., Ltd. provides global express services. The Company also provides general cargo warehousing, domestic air transport agency, car rental, supply chain management, and other related services throughout China..
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bearish•J&T Global Express
•04 Oct 2023 09:50

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...

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bearish•J&T Global Express
•04 Oct 2023 09:41

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,...

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•03 Oct 2023 08:08

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...

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•02 Oct 2023 09:49

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...

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Ming Lu
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bullish•J&T Global Express
•29 Sep 2023 08:03

J&T Global Express Pre-IPO - The Positives - Growing Fast, Expanding Geographically

J&T Global Express won listing approval yesterday. The company is due to file its updated PHIP and will begin marketing in the coming week.

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