Alibaba's Logistics Arm CaiNiao Expands Its Role, Sidelining Express Companies in the Process
After closely tracking the growth of Alibaba's domestic retail platform and Chinese express deliveries, CaiNiao Network's revenue growth in the...
TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
JD.com (JD): Our 4Q2020 Expectation Quite Different from Consensus
JD will release its 4Q2019 result on March 2. We believe EPS will be positive for 4Q2020 versus a negative number from the market consensus. We...
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