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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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United States
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13 May 2016
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bullish
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S.F. Holding
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22 Apr 2024 07:16
Monthly Chinese Express Tracker | March ASPs Fell, Again | Volumes Moderated, Including X-Border
Domestic parcel volume slowed in March, and unit pricing remains under pressure. In addition, it appears the previously strong growth of Chinese X...
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217 Views
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bearish
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Evergreen Marine Corp
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21 Apr 2024 09:53
Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)
Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L...
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319 Views
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bullish
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Cainiao Smart Logistics Network
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17 Apr 2024 07:58
Cancelling CaiNiao's IPO: What It Means for China's Express Sector (+Comment on Implied Valuation)
In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied...
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213 Views
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bearish
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J&T Global Express
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15 Apr 2024 11:50
J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back
We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...
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296 Views
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bearish
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SHEIN
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14 Apr 2024 10:38
Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at a Whopping US$158 Mn!
A defendant in a China-US postage fraud case pled guilty, accepted US$150+ mn in asset forfeitures & restitution, and will help authorities expand...
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355 Views
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