Repurposing Old Industrial Real Estate for Last Mile Logistics: Now Happening at a Location Near You
The Drivers Behind the Change We expect the Last Mile Industrial segment of the Real Estate sector to outperform the broader Real Estate sector for...
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Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money
After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...
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TRACKING TRAFFIC/Chinese Express & Logistics: May ASPs Down | Last-Mile CapEx Plan | ZTO Shenanigans
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
171 Views
Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?
To match service levels offered by JD.com Inc (ADR) (JD US) and leading express carrier S.F. Holding Co Ltd (002352 CH), Alibaba Group Holding Ltd...
169 Views
TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
143 Views