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Stock impact report

Full Truck Alliance Co. Ltd. (YMM): A Bull Case Theory [Yahoo! Finance]

Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares) (YMM) 
Company Research Source: Yahoo! Finance
Full Truck Alliance Co. Ltd.'s share was trading at $10.09 as of January 13th. YMM's trailing and forward P/E were 18.52 and 19.49, respectively according to Yahoo Finance. Pixabay/Public Domain Full Truck Alliance (FTA) is China's dominant digital freight platform, controlling roughly 70% of the online truck freight market in a sector that remains structurally underpenetrated, with online adoption below 10% of an estimated RMB 5.5 trillion addressable spot and contracted road freight market. Built to disrupt an archaic, inefficient offline system, FTA offers a markedly superior value proposition through transparent pricing, faster matching, reduced empty miles, and access to over 4 million active truckers nationwide, enabling shippers to cut freight costs by 10–15% while dramatically shortening fulfillment times. Its scale and dense nationwide network, spanning 300+ cities and over 100,000 routes, create powerful network effects that competitors have struggled to replicate. F Show less Read more
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