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...
351 Views
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...
376 Views
JD.com (JD): Our 4Q2020 Expectation Quite Different from Consensus
JD will release its 4Q2019 result on March 2. We believe EPS will be positive for 4Q2020 versus a negative number from the market consensus. We...
395 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
884 Views
China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
301 Views