Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

SF Intra (9699 HK) FY and H2 Results | Revenue Growth Slowed | Margins Got Thinner | AV Expansion?

J&T Global Express Q126 Parcel Volumes | Strong Growth, but Only Outside of China

Monthly Chinese Express Tracker | April Volume Growth Just 2-3% Vs 7% in March/Q126 | EComm Softer?

Alibaba's CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?

Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?

ZTO Express Q225 Results: No 'Good', Just the 'Bad' and the 'Ugly'

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

Zelos Technology / Equity Capital Markets

<ul>
<li>Late last week multiple media outlets reported Zelos Tech will seek an IPO in HK soon</li>
<li>In January this year Zelos took an investment from Alibaba's logistics subsidiary, CaiNiao</li>
<li>Zelos seems well-positioned to retain its lead in China's growing commercial AV segment</li>
</ul>


Late last week multiple media outlets reported Zelos Tech will seek an IPO in HK soon
In January this year Zelos took an investment from Alibaba's logistics subsidiary, CaiNiao
Zelos seems well-positioned to retain its lead in China's growing commercial AV segment


Hangzhou SF Intra-city Industrial (9699 HK)

Cainiao Smart Logistics Network (1437124D HK)

Media Reports: Alibaba-Backed Chinese 'Robovan' Maker Zelos Tech to Seek HK IPO, Could Raise US$600M