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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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bullish
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S.F. Holding
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25 Sep 2023 09:08
Monthly Chinese Express Tracker | August ASPs Plunge | Long SF / Short 'Ground'? | (September 2023)
Pricing continued to weaken for domestic "ground" parcels in August, adding to pressure on margins in Q3. However, we believe SF Holding is mostly...
Tracking Traffic
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495 Views
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bullish
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Thematic (Sector/Industry)
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20 Sep 2023 08:53
China TMT Update-ZTO/002352.CH/BABA/ PDD/HK 700/NTES/3690.HK-Tencent New Game/Keeta/Parcel Volume
ZTO/002352.CH/BABA/PDD: Parcel volume data suggests continued consumption rebound (+);HK 700/NTES: Tencent Announces New Game "Yuan Meng Zhi...
Blue Lotus Research Institute
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824 Views
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bullish
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ZTO Express Cayman
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20 Sep 2023 08:00
ZTO Express (2057 HK/ZTO US): Rock Solid Competitive Position
Market share expansion, cost management, volume growth, new initiatives, and solid net cash contribute to ZTO's outlook. Its leadership position...
Osbert Tang, CFA
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423 Views
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bullish
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S.F. Holding
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13 Sep 2023 09:51
SF Holdings A/H Listing - Recent Filing and Other Updates
SF Holding, China’s largest express delivery company, aims to raise around US$2-3bn in its H-share listing. In this note, we look at the recent...
Sumeet Singh
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425 Views
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bearish
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PDD Holdings
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11 Sep 2023 16:04
Pinduoduo: Short Seller, Grizzly Research Raises Spyware Concerns About TEMU
Grizzly Research published a short-seller report on PDD, primarily accusing the shopping app “TEMU” of being malware/spyware capable of...
Oshadhi Kumarasiri
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780 Views
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