CaiNiao Q2FY: Pressure on Profitability Has Intensified | X-Border Competition the Likely Culprit
Alibaba's September financial report showed weak results from its logistics affiliate CaiNiao. What insights into Chinese X-border retail can we...
533 Views
ZTO Express Q324 Results: Shift in Strategy Leads to Lower Core Margins & FY24 Guidance Cut | AVOID
ZTO's focus on price over volume share gains simply hasn't worked so far in 2024. Until management developts a path towards a return to profitable...
717 Views
[Blue Lotus Daily]:300750 CH/1211 HK/JKS US/601012 CH/688599 CH/002459CH/1810HK/LI/NIO/XPEV/BEKE/ZTO
China cancels export tax rebate, Geely Group to merge electric brands, home transaction growth strong in first-tier cities.
194 Views
SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
492 Views
SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise ~US$800 Mn, Less Than Anticipated
SF Holding's long-anticipated secondary offering in Hong Kong has gone live. This quick update provides basic information about the offering....
795 Views