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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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27 Feb 2020 07:45
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...
Daniel Hellberg
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377 Views
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bullish
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S.F. Holding
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20 Jan 2020 08:46
TRACKING TRAFFIC/Chinese Express: December & Q4 Numbers Confirm Sharp Shift in Express Market Share
Headline express parcel delivery volume increased by 24.3% YoY in December, and average pricing increased by 1.9% YoY. In the main inter-city...
Daniel Hellberg
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308 Views
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bullish
•
S.F. Holding
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13 Jan 2020 07:01
SF Holding Rapidly Gaining Share in China's Domestic Express Market
Leading Chinese express parcels player S.F. Holding (002352 CH) has increased its share of China's domestic express parcels market since launching...
Daniel Hellberg
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296 Views
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bullish
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MSCI Emerging Markets Index
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21 Dec 2019 06:18
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
Vermilion Research
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757 Views
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bearish
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ZTO Express Cayman
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09 Dec 2019 03:33
ZTO Express 3Q19: Slowing Growth and a Struggle to 'convert'
Rising volume share and an increase in non-core and non-operating income helped ZTO Express (ZTO US) beat consensus earnings estimates for 3Q19....
Daniel Hellberg
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272 Views
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