TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
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2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
280 Views
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
223 Views
ZTO Guides to Slower Revenue Growth in Q4, Suggesting Proposed Price Hike Failed to Stick
On Monday after the close in New York, Chinese express parcels processing company ZTO Express (ZTO US) reported Q3 results that exceeded consensus...
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Best Inc's Maiden Quarterly Result & Q4 Guidance Disappoint, Shares -7.4%; Does Data Differentiate?
Summary: Strong Sales Growth, But Still Deep Losses, and Unexciting Q4 GuidanceOn Thursday morning before the market opening in New York, BEST Inc...
167 Views