Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

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Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>Didi reported solid top-line growth, improving core margins (and OpCF) in Q125</li>
<li>Drivers of Q125 top-line growth were broad-based, but note F/X impact on International</li>
<li>We believe Didi should move to re-list shares while earnings &amp; conditions are supportive</li>
</ul>


Didi reported solid top-line growth, improving core margins (and OpCF) in Q125
Drivers of Q125 top-line growth were broad-based, but note F/X impact on International
We believe Didi should move to re-list shares while earnings &amp; conditions are supportive


Contemporary Amperex Technology (CATL) (3750 HK)

Didi Global Q125 Results | Company Should Move to List Shares While Earnings & Conditions Favorable

DiDi Global

Didi Global Q125 Results | Company Should Move to List Shares While Earnings & Conditions Favorable