INSIGHT PROVIDER
Top Quartile
Daniel Hellberg

Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
Tracking Traffic

490
Insights
170.5k
Views
516
Followers
Industrials Thematic (Sector/Industry) Equity Bottom-Up
Refresh
05 Dec 2023 08:16

Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals

In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...

Share
bullishEva Airways
04 Dec 2023 10:18

Thanks to High Cargo Yields & Early Tourism Rebound, EVA & CAL Remain Highly Profitable in H223

Air cargo rates at EVA remain high, and a strong recovery in Taiwanese tourism demand is lifting passenger yields, too. Investors are pricing in a...

Share
bearishTrip.com
28 Nov 2023 08:08

Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)

October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...

Share
27 Nov 2023 10:58

2024 High Conviction: Full Truck Alliance | Strong Top Line, Margins in Q3 | Worth US$9.5 on 21x PER

In Q323 Full Truck Alliance reported strong revenue growth and impressive margin expansion compared to Q322. We believe the company's shares are...

Share
bullishS.F. Holding
27 Nov 2023 10:18

Monthly Chinese Express Tracker | Q3 Margins Battered By Price | More to Come in Q4 (November 2023)

Companies focused on China's domestic 'ground' express continued to experience price pressures in October. These pressures will continue in the...

Share
x