2024 Greater China Logistics & Transport ECM Review & A Look at Potential 2025 Deals
After 2024 began with raised expectations, actual ECM activity in the Greater China logistics & transportation space disappointed. But there are a...
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2025 ("Year of the Snake") IPOs Pipeline in Asia
In this insight, we provide a list of 70 prominent companies in Asia that could complete their IPOs in Asia next year. Major countries featured...
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Chinese Express Firms All Saw H1 OPM% Fall -- Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
SF Holding's unique position within China's eComm fulfillment space allowed it to successfully defend against the margin pressures that afflicted...
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CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude...
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Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff
In this insight, we introduce readers to the US "dollar" store concept, then compare our experiences shopping for cheap stuff at Dollar Tree and...
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