5 Takeaways from ZTO's Q1 Results & Call: Revenue Growth Beats, But Margins, ASPs, Cash Flow Suffer
ZTO Express (ZTO US), one of China's leading express parcel delivery companies, reported mixed results on Wednesday evening after the US market...
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A Visit to Alibaba’s “New Retail” – Physical Store Hema
We visited one of Alibaba’s Hema stores (photo 1~17). We conclude that Hema does not have any exclusive advantage over other physical stores. We...
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Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
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Alibaba's FYQ4 Result & What It Says About Chinese Express & Logistics; An IPO for CaiNiao Network?
Plowing through Alibaba Group Holding Ltd (BABA US)'s lengthy and detailed FYQ4 financial release to learn about the performance of its logistics...
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Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
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