bullish
J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
866 Views05 Jul 2023 09:58
As the company preps for an IPO in Hong Kong, we analyze its operation in SE Asia, where it enjoys a dominant market position (and significant downward pressure on margins).
Boomeranged on Wed, 4 Oct 2023 12:13
We're pulling this insight out of the archives in light of J&T's updated filing and its decision to begin pushing forward with its IPO in Hong Kong this week. This note (the second of five) gives an overview of J&T’s SE Asian operations.
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, 11-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
- Monthly Chinese Express Tracker | July Growth Slows | Pricing Hits Record Low | (August 2023)22 Aug 2023
- A Look at How SF Holding Differs from A) Its Express Peers and B) The Pre-Covid Version of Itself09 Aug 2023
- Monthly Chinese Express Tracker | Mainstream ASPs Down 10% in June | J&T IPO Impact? | (July 2023)26 Jul 2023
- J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach05 Jul 2023
- J&T Global Express Pre-IPO, Part 1: Chinese Express Operation | 'Haven't We Met Somewhere Before?'03 Jul 2023
- Monthly Express Tracker | ASPs Down Again | Volume Growth Moderates | J&T Express IPO | (June 2023)22 Jun 2023
- TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group24 Apr 2023
x