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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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13 May 2016
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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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196 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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273 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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344 Views
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bearish
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Lalatech Holdings Co Ltd
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07 Apr 2024 11:13
Lalatech IPO: New Filing's H123 P&L Shows Impressive Growth, Unanswered Questions
For us, the most urgent questions for Lalatech still revolve around its "incredible" progress on cost control and how the company will successfully...
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909 Views
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bearish
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Lalatech Holdings Co Ltd
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07 Apr 2024 11:11
TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition
Chinese intra-city freight platform Lalatech has once again filed to list its shares in Hong Kong, after an earlier filing from September 2023...
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618 Views
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