Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
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First Take on ZTO Q4 Results: Growth Stalling, Margins Shrinking, & It's Going to Get Worse
On Monday after the US exchanges closed, ZTO Express (ZTO US) reported Q4 results, its second set of results since the company's October 2016 IPO....
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Where Is The Value in Chinese Express? We Compare ZTO, YTO, SF Express, & Preview Best Logistics IPO
Several weeks after its October IPO (and a fortnight after its maiden set of results) shares of Chinese express parcel carrier ZTO Express (ZTO US)...
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