Increased Investment from Alibaba a Blessing for YTO Express? Revisit STO Express & Think Again...
Alibaba Group (BABA US) and YTO Express (600233 CH) announced the former will increase its stake in the latter, from around 10.5% to 22.5%. BABA...
333 Views
TRACKING TRAFFIC/Chinese Express: July Growth Slows | Q2 Results Show Margin Vs Volume Tradeoff
Headline express parcel volume growth remained firm in July, but the pace of growth moderated compared to May-June. Flooding in some regions may...
210 Views
Second Listing or Re-Packaging Assets Won't Fix Problems Revealed by Best Inc's Weak Q2 Results
By being selective about the parcels it handled and focusing on costs, BEST Inc (BEST US) managed to lift gross margin slightly in Q2, despite...
265 Views
Despite +48% Volume Growth, ZTO's Margins & Operating Cash Flow Fell Sharply in Q2
Despite another quarter of strong parcel volume growth (+48% YoY in Q2), ZTO Express (ZTO US) showed it could not convert more parcels into...
349 Views
TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
262 Views