ZTO's Poor Q4 Results Mask Big Challenges: Weak Pricing, Slowing Growth, Failure to Capture Value
ZTO Express (ZTO US) reported Q417 results on Thursday afternoon in New York that relied heavily upon 'Other' items and a newly-disclosed...
1.3k Views
Best Inc Q417 Results: Losses Reduced, But Further Progress More Challenging As Growth Slows
BEST Inc (BSTI US) reported its Q417 results on Thursday morning in New York, and the company managed to show significantly smaller EBITDA,...
164 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
196 Views
BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels
Early Thursday morning in New York, Alibaba Group Holding Ltd (BABA US) reported FYQ3 (December) results that showed a sharp deceleration of growth...
150 Views
U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
351 Views