bearish
2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
260 Views07 Jan 2018 10:11
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
- BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels02 Feb 2018
- TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December25 Jan 2018
- 2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains08 Jan 2018
- 2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD07 Jan 2018
- Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse18 Dec 2017
- Alibaba Takes CaiNiao Stake Up To 51%, CaiNiao Now Valued at US$20bn+; What's New, What's Not26 Sep 2017
- Chinese Logistics: Resist the Temptation to View Investment by Alibaba as a 'Stamp of Approval'20 Dec 2016
x