Best Inc's Q120 Results Are Sector-Worst, No Guidance for Q2 and Beyond
On Wednesday after the close in the US, BEST Inc (BEST US) reported what look like the sector's worst Q120 earnings results. Given Covid-19 impacts...
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Setting up Reference Points for Dada Nexus' 'Dada Now' Local Delivery Business
In this note we seek to provide context so investors can better understand the business model, scale, and growth of Dada Now (DDN), the local...
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Dada Nexus IPO: All That Glitters Is Not Gold
Dada Nexus Limited, a Chinese on-demand retail and delivery platform has filed for an IPO in the US. The company has not yet issued details of the...
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Dada Nexus (达达集团) Pre-IPO - JDDJ App Review and a Look at Competitors
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. The company is a fast-growing local on-demand retail and...
384 Views
ZTO Q120 Results Show Weak Cash Flow, Guidance Suggests Poor 'Conversion' Rest of 2020
On May 20, ZTO Express (ZTO US) reported a set of weak Q120 results after the US close; this was unsurprising given the dramatic impacts Covid-19...
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