Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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ZTO Guides to Slower Revenue Growth in Q4, Suggesting Proposed Price Hike Failed to Stick
On Monday after the close in New York, Chinese express parcels processing company ZTO Express (ZTO US) reported Q3 results that exceeded consensus...
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Best Inc's Maiden Quarterly Result & Q4 Guidance Disappoint, Shares -7.4%; Does Data Differentiate?
Summary: Strong Sales Growth, But Still Deep Losses, and Unexciting Q4 GuidanceOn Thursday morning before the market opening in New York, BEST Inc...
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Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
174 Views