Chinese Express Volume Grew 32% in June, Pricing Still Under Pressure, ZTO Could Miss Q2 Targets
China's State Post Bureau reported June express parcel volume growth of 32.1% Y/Y. Express parcel revenues grew by 29.6%, so unit prices fell by...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Sporting and Recreational Services the Next Driver of China's Economic Growth
Euromonitor International projects that China’s sporting and recreational services industry will more than double over 2016-2025, contributing to...
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Silicon Stories #10: Thailand Taxes the Internet
The Taxman Cometh. In Meet Joe Black, Brad Pitt said you can’t run away from death and taxes. So far, lots of Internet companies in Thailand go...
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Best Inc IPO, Part 1 of 2: Operating Segments, Market Position, & Relationships with Alibaba+CaiNiao
This note is the first part of an in-depth, two-part report on the planned US IPO of Best Inc (BEST), a Chinese express parcel delivery and...
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