Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Rising
Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
•
Tracking Traffic
Message
Follow
Location:
United States
Joined:
13 May 2016
652
Insights
326.2k
Views
581
Followers
Industrials
•
Thematic (Sector/Industry)
•
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
PDD Holdings
•
11 Jun 2025 07:16
PDD's Q125 Profit Decline Occurred Before US Squeeze | April-May US Sales Far Weaker for Temu, SHEIN
Pinduoduo's shock decline in profitability in Q125 came before US tariff and de minimis changes. Recent April-May data out of the US suggests...
Tracking Traffic
394 Views
Share
bearish
•
Trip.com
•
09 Jun 2025 22:38
Weak Spending over China's Dragon Boat Festival Holiday Period Suggests Tourists Remain Frugal
Headline travel activity numbers from China's recent Dragon Boat Festival suggest modest demand growth and a Chinese consumer keeping a tight grip...
Tracking Traffic
265 Views
Share
bullish
•
DiDi Global
•
08 Jun 2025 08:38
Didi Global Q125 Results | Company Should Move to List Shares While Earnings & Conditions Favorable
Didi Global reported another set of strong earnings results last week. We believe the company should move forward with plans to re-list shares...
Tracking Traffic
593 Views
Share
bearish
•
China Airlines
•
01 Jun 2025 06:56
Monthly Air Cargo Tracker | April Data Shows Slowing Demand, Low (And Falling) Capacity Utilization
April data from Asian carriers and a range of air cargo gateways on both sides of the Pacific suggest moderating demand growth and low carrier...
Tracking Traffic
288 Views
Share
bullish
•
Air China Ltd (H)
•
28 May 2025 07:18
Monthly Chinese Tourism Tracker | Domestic Activity Firmed in April | Airlines > TCOM (May 2025)
The growth of Chinese domestic air travel activity in April accelerated to almost 8% after slumping to < 1% in Q125. High domestic passenger load...
Tracking Traffic
172 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.5
x