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Rising
Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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13 May 2016
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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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102 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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219 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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322 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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216 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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298 Views
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