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ZTO Express Cayman (ZTO US)
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481
Analysis
Industrials
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China
ZTO Express (Cayman) Inc. operates as an express delivery company. The Company provides express delivery service through their nationwide network, as well as other value-added logistics services. ZTO Express serves customers globally.
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bearish
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Lalatech Holdings Co Ltd
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07 Apr 2024 11:11
TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition
Chinese intra-city freight platform Lalatech has once again filed to list its shares in Hong Kong, after an earlier filing from September 2023...
Tracking Traffic
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733 Views
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bullish
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S.F. Holding
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26 Mar 2024 08:06
Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
Tracking Traffic
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359 Views
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bearish
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J&T Global Express
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24 Mar 2024 10:58
The Three Biggest Surprises in J&T Global Express' Maiden Earnings Report
Stronger-than-expected China revenue, worsening performance of 'Other', and declining SE Asian margins are the three biggest surprises we see in...
Tracking Traffic
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493 Views
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bullish
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Thematic (Sector/Industry)
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20 Mar 2024 16:33
[Blue Lotus Daily - TMT Update]:NTES/ZTO/1519 HK/BABA/PDD/3690 HK/SHEIN
has reached a new high in download rankings, ZTO/1519 HK/BABA/PDD saw a 21% yoy growth in parcel volume, and AliExpress is offering subsidies to...
Blue Lotus Research Institute
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210 Views
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bullish
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JD Logistics
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13 Mar 2024 07:58
Analyzing the Roles Parent JD.com & Subsidiary Deppon Played in JD Logistics' Q423 Results
JD Logistics reported +10% top-line growth in Q423, and strong improvements in margins. In this insight we look at the dynamics between JD...
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595 Views
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