Best Inc Q417 Results: Losses Reduced, But Further Progress More Challenging As Growth Slows
BEST Inc (BSTI US) reported its Q417 results on Thursday morning in New York, and the company managed to show significantly smaller EBITDA,...
162 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
191 Views
BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels
Early Thursday morning in New York, Alibaba Group Holding Ltd (BABA US) reported FYQ3 (December) results that showed a sharp deceleration of growth...
149 Views
U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
350 Views
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
219 Views