Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
Combined January-February parcel volume growth moderated, but it's too early to say this is a departure from trend. We're now more concerned about...
300 Views
J&T Global Express H224 Results: Levers That Drove Earlier Improvement Are Losing Power
J&T Global's H224 earnings appear solid on the surface, but a closer look reveals that drivers of the company's improved profitability in recent...
343 Views
JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
337 Views
Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
445 Views
Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
Our review of Asian air cargo data aims to uncover investment ideas and potentially provide "read-throughs" to adjacent segments. In the November...
672 Views