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Cainiao Smart Logistics Network (1437124D HK)
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111
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Hong Kong
Cainiao Smart Logistics Network Ltd. operates as an investment company. The Company provides equity investments, investment management, and other services. Cainiao Smart Logistics Network is located in Hong Kong.
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bearish
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Cainiao Smart Logistics Network
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01 Jun 2024 00:18
CaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell | Retention Payments, or Something Else?
Alibaba's logistics subsidiary CaiNiao reported an EBITA loss in its Q4 results, the first in FY24. Was it the result of retention payments after...
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bullish
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Cainiao Smart Logistics Network
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17 Apr 2024 07:58
Cancelling CaiNiao's IPO: What It Means for China's Express Sector (+Comment on Implied Valuation)
In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied...
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bullish
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Cainiao Smart Logistics Network
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01 Nov 2023 09:15
Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
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bullish
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Cainiao Smart Logistics Network
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08 Feb 2024 07:18
CaiNiao's FYQ3: Solid Revenue Growth & EBITA Margin Improvement Distinguish It From Express Peers
CaiNiao results from FYQ3 were impressive, with revenue and EBITA margin both up sharply compared to the same period in the previous fiscal year.
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bearish
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ZTO Express Cayman
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24 May 2023 10:14
Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
In April, express volume shot up 36% against easy Y/Y comps, but ASPs deepened their recent decline. We believe pricing will continue to...
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