ZTO Q218 Results: The Numbers Just Don't Add Up!
Last week ZTO Express (ZTO US) reported Q2 earnings that appeared to slightly exceed investors' expectations. In response, ZTO's shares rose and as...
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Repurposing Old Industrial Real Estate for Last Mile Logistics: Now Happening at a Location Near You
The Drivers Behind the Change We expect the Last Mile Industrial segment of the Real Estate sector to outperform the broader Real Estate sector for...
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Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money
After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...
481 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
860 Views
TRACKING TRAFFIC/Chinese Express & Logistics: May ASPs Down | Last-Mile CapEx Plan | ZTO Shenanigans
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
174 Views