Cainiao: Highlights of IPO prospectus

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Cainiao Smart Logistics Network, the logistics arm of Alibaba Group, filed its IPO prospectus to Hong Kong Stock Exchange on 26 September 2023.

The Application Proof, as the substantially complete draft IPO prospectus is called, gives a good glimpse into Cainiao’s business operations, financials, competitive standing and shareholders. The company subsequently needs to pass the hearing by HKEX and go through a period of marketing, before the stock can start trading. This will usually take a few months.

In this document, we highlight a few key areas of the prospectus which we think are relevant to stakeholders within the ecommerce and logistics ecosystem.

Table of contents:

  1. Businesses
  2. History
  3. Supply chain service process in China
  4. Extensive logistics network
  5. Revenue growth, 2020 – 2022
  6. Profitability, 2020 – 2022
  7. Revenue contribution by region, 2020 – 2022
  8. Parcel and order fulfilment by region, 2020 – 2022
  9. Market share, 2022
  10. Key shareholders
  11. Board of Directors
  12. Employee count, 2020 – 2023
  13. Employee distribution by function and region, 2023