First Take on ZTO Express Q419 Results: Bottom Line Once Again Boosted by 'Other' Items
Chinese express delivery specialist ZTO Express (ZTO US) reported Q419 results after the US close on Monday, March 16th, a day on which the Dow...
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Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Alibaba's Logistics Arm CaiNiao Expands Its Role, Sidelining Express Companies in the Process
After closely tracking the growth of Alibaba's domestic retail platform and Chinese express deliveries, CaiNiao Network's revenue growth in the...
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TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
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