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
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
208 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...
1.3k Views
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
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
402 Views