Best Inc IPO, Part 1 of 2: Operating Segments, Market Position, & Relationships with Alibaba+CaiNiao
This note is the first part of an in-depth, two-part report on the planned US IPO of Best Inc (BEST), a Chinese express parcel delivery and...
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First Cut: Alibaba-Backed 'Best Inc' Seeks To Raise Up To US$750 Mn in US IPO
Alibaba Group Holding Ltd (BABA US)-backed Best Incorporated (formerly known as Best Logistics Technologies) is seeking to raise around US$750 mn...
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More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
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SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
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ZTO Beats Revenue Expectations, Gains 1% Market Share, but Gives Away Core Margin in the Process
ZTO Express (ZTO US) reported Q1 17 results after the close on Wednesday afternoon in New York. ZTO managed to beat management's revenue guidance...
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