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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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J&T Global Express
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09 Jul 2024 09:33
J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID
Y/Y parcel volume growth at J&T Global Express in Q224 fell sharply compared to Q124's rate of growth, and the slowdown hit all three of the...
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bullish
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S.F. Holding
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08 Jul 2024 09:58
SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
In this insight we compare SF Holding's core EBITDA margins and EV / EBITDA valuation to peers in the Chinese and US express delivery segments.
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300 Views
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bullish
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SHEIN
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07 Jul 2024 10:58
SHEIN/Temu/AliExpress: As US Mulls Reforming "De Minimis" Rules, EU Could Take Similar Action
It appears the EU has joined the US in preparing reforms to the "de minimis" rules that aid SHEIN and its peers by keeping direct-to-consumer...
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1.7k Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2024 18:09
[Blue Lotus Daily]:1810HK/1211HK/LI/NIO /XPEV/ATAT/2352CH/BEKE/2618HK/2352SZ/ZTO/1519HK/981HK/9699HK
EV sales surge in 25th week of 2024, Atour Hotel 4.0 opens in Xi'an, China raises tax-free allowance for resident travelers from Hong Kong and Macao.
Blue Lotus Research Institute
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bullish
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S.F. Holding
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30 Jun 2024 09:56
SF Holding Pre-IPO: Dominance in Domestic Time-Definite (Air) Express Is a Durable Differentiator
SF Holding's exposure to China's domestic time-definite (air) express services segment is a positive differentiator that sets it apart from all of...
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614 Views
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