2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
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TRACKING TRAFFIC/Chinese Express & Logistics: Parcel Pricing Weak, Again | Transport Activity Solid
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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TRACKING TRAFFIC/Chinese Express & Logistics: Record-Low Pricing in October | Parcel Volume Vs GMV
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
362 Views
ZTO Q318 Results: Momentum, Margins, & Quality of Earnings All Took a Dive in Q318 (Plus: A Buyback)
Although ZTO Express (ZTO US) managed to slightly beat the consensus estimate for "Adjusted EPS" in Q318 (1.34 RMB actual vs. consensus 1.32 RMB...
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Morningstar Management Behind the Moat 2018: Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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