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J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
1.1k 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.
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