Sagging JD Logistics – how to think about its value proposition
The bull message
Type “IPO + logistics” into any search engine and the findings will be disheartening. Talk to some of the decision makers and there isn’t a pipeline that can be seriously labelled as such. Sigh.
Keeping that in mind, it doesn’t mean that from East to West, deals are not being softly prepared or discussed – on both fronts, could a bunch of logistics companies be readying to surprise us all?
Not many, in fact, but a couple spring to mind – and ...
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