Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
319 Views
Vipshop (VIPS): Growth Up, Margin Up, and Stock Price Up 27% After Closing Out Logistics
VIPS closed out its logistics subsidiary, Pinjun Express, in November 2019. The operating margin climbed up to 10.4% in 4Q2019 versus 3.8% in...
348 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
309 Views
Alibaba's Logistics Arm CaiNiao Expands Its Role, Sidelining Express Companies in the Process
After closely tracking the growth of Alibaba's domestic retail platform and Chinese express deliveries, CaiNiao Network's revenue growth in the...
368 Views
TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
384 Views