ENTITY
ZKH Group

ZKH Group (ZKH US)

8
Analysis
IndustrialsUnited States

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bearishZKH Group22 Mar 2023 15:52

ZKH Group IPO: The Bear Case

The key elements of the bear case rest on market share losses, slowing top-line growth, declining take rates and persistent cash burn.

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Arun George
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bullishZKH Group16 Mar 2023 12:59

ZKH IPO: Neither Good nor Bad

ZKH is a leading MRO procurement service platform in China offering digital and fulfilment solutions. The company has filed for an IPO in the US...

bearishZKH Group14 Mar 2023 10:42

ZKH Group Pre-IPO - If Only Its Growth Was Sustainable

ZKH Group (ZKH US) is looking to raise about US$300m in its upcoming US IPO. ZKH Group is a leading maintenance repair and operations (MRO)...

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Ethan Aw
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bullishZKH Group13 Mar 2023 16:26

ZKH Group IPO: The Bull Case

The key elements of the bull case rest on large addressable markets, solid customer loyalty, improving gross margin, lower operating losses and a...

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Arun George
305 Views
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bearishJD Industrials29 May 2023 15:57

JD Industrials IPO: The Bear Case

The key elements of the bear case rest on slowing SME growth, declining key accounts take rate and gross margin, unnecessary factoring and transfer...

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Arun George
282 Views
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