NYSE:YMMTransportation
Is JPMorgan's Underweight Call on Full Truck Alliance (YMM) Questioning Its Governance-Led Growth Strategy?
In recent days, JPMorgan cut its rating on Full Truck Alliance to Underweight, pointing to limited near-term catalysts after recent governance and international expansion efforts.
The bank’s view that tighter platform controls and overseas initiatives have yet to translate into sustainable growth or margin gains has sharpened investor focus on the company’s next earnings update.
We’ll now examine how JPMorgan’s concerns about limited near-term catalysts may affect Full Truck Alliance’s...