Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao, US$10bn+
Alibaba has confirmed that Cainiao will the first mini-Baba to list on its own. Baba in its filing stated that it obtained HKEX approval for the...
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Monthly Chinese Express Tracker | August ASPs Plunge | Long SF / Short 'Ground'? | (September 2023)
Pricing continued to weaken for domestic "ground" parcels in August, adding to pressure on margins in Q3. However, we believe SF Holding is mostly...
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ZTO Express (2057 HK/ZTO US): Rock Solid Competitive Position
Market share expansion, cost management, volume growth, new initiatives, and solid net cash contribute to ZTO's outlook. Its leadership position...
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SF Holdings A/H Listing - Recent Filing and Other Updates
SF Holding, China’s largest express delivery company, aims to raise around US$2-3bn in its H-share listing. In this note, we look at the recent...
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