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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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ZTO Express Cayman
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11 Jan 2021 09:39
How Chinese Authorities Measure the Development of the Express Sector, & Why It Matters to Investors
Understanding how Chinese authorities measure the development of China's express industry can help investors better evaluate the segment and the...
Tracking Traffic
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bullish
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Air China Ltd (H)
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07 Jan 2021 09:30
TRACKING TRAFFIC/Pair Trades Update: 'Want to See a Dead Body?' (January 7 2021)
One month in, our three suggested pair trades have generated returns ranging from "meh" to "You're fired!" In this note we take a look at what went...
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378 Views
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bearish
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Alibaba Group Holding
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01 Jan 2021 05:20
Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
Douglas Kim
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bearish
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ZTO Express Cayman
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28 Dec 2020 10:17
Alibaba Anti-Trust Probe Could Slow Growth of Chinese Express Companies, Add to M&A Pressures
New scrutiny from regulators on Alibaba could result in increased financial pressures on the logistics firms linked to the eCommerce giant.
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390 Views
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bearish
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Kerry Express Thailand
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25 Dec 2020 08:48
Kerry Express Thailand: Just One Day Into Public Life, KEX Suddenly Looks Expensive
After it jumped by 83% to 51.25 baht per share in its trading debut, it's suddenly much tougher to argue that KEX is attractively priced versus peers.
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