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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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Thematic (Sector/Industry)
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10 Jul 2023 10:08
New Developments in Postage Fraud Case and US Congress Could Create Big Obstacles for Temu, SHEIN
We offer an update on a fascinating criminal case set to go to trial next month, plus we outline big risks posed by criticisms of Temu and SHEIN by...
Tracking Traffic
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459 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2023 12:05
The Curious Case of $60M of Bogus US Postage or 'How Can They Can Make Money Exporting $5 Shirts?!'
Thie story of fake US postage being used to distribute Chinese goods to US consumers isn't just a fascinating story -- it could potentially have...
Tracking Traffic
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515 Views
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bullish
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Full Truck Alliance
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01 May 2023 08:58
Full Truck Alliance: Currently Less Than 'Full Loaded', but Issues Are Fully Fixable
FTA's shares are down 66% vs their IPO price, but underlying performance has been mixed. To ensure long-term growth, FTA should follow our two-part...
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422 Views
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bullish
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Thematic (Sector/Industry)
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30 Jul 2024 17:51
[Blue Lotus Daily]:LKNCY US/1519 HK/ZTO US/981 HK/1810 HK/AAPL US/NVDA US/BEKE US
Luckin Coffee is phasing out Moutai Flavored Latte, parcel volume is growing, and SMIC's new process will compete with TSMC's 5nm.
Blue Lotus Research Institute
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161 Views
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bullish
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Thematic (Sector/Industry)
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23 Jul 2024 18:18
[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US
CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.
Blue Lotus Research Institute
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244 Views
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