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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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Recent
bearish
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Lalatech Holdings Co Ltd
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06 May 2024 10:18
Lalatech IPO: New Filing Shows March From Losses To Profits Between 2021 and 2023
We doubt Lalatech will be able to repeat anything like the dramatic improvements in CoR and OpEx the company showed between 2021 and 2023.
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165 Views
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bullish
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Trip.com
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29 Apr 2024 10:58
Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag
The recovery in Chinese outbound tourism demand continued in March, but certain data suggest the pace of growth for some regional destinations is...
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189 Views
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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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230 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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339 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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229 Views
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