ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles
ZTO guides strong volume growth and potentially better unit economics in '23, but we expect price pressure to return, and the company needs to rein...
461 Views
China TMT Update(Mar.16): BABA/JD/PDD/VIPS/TikTok - PDD Reveals Ambitious Goal in Temu Conference
PDD: Temu announced ambitious goal in an open conference; BABA/JD/PDD/VIPS/3690.HK: Positive rebound in January/February retail data, increased...
302 Views
HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007); Div Impact
China Shenhua could replace Country Garden in the HSCEI in June. Shenhua has been moving higher, COGARD lower. Shorts are much higher on COGARD...
648 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
325 Views
China Internet Weekly (13Mar2023): ZTO, Meituan, Alibaba, Trip.com, Dada, JD.com
Grizzly Research LLC publishes a short selling report on ZTO. Meituan plans to give up on direct sales of car hailing. Dada, which was acquired...
358 Views