TRACKING TRAFFIC/Chinese Express & Logistics: Regulators Act to Maintain Order
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
410 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
453 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Mixed Messages in April
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
590 Views
ZTO Express: 1Q19 GAAP EPS Missed on Margins, Retain Sell Rating & US$13.31 Price Target
Despite beating revenue expectations by over 5% and recording a +100 mn RMB YoY increase in net non-operating income, ZTO missed consensus 1Q19...
428 Views
Quick Update on ZTO Express: Results OK, but Guidance Unimpressive
After reviewing 4Q18 results and guidance for 2019, we retain our negative view of ZTO. For 2019 and 2020, we continue to expect slower top-line...
498 Views