Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure
Over the last six months, each of China's five largest express parcel delivery firms has completed a public listing: ZTO Express (ZTO US) listed in...
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NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
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First Take on ZTO Q4 Results: Growth Stalling, Margins Shrinking, & It's Going to Get Worse
On Monday after the US exchanges closed, ZTO Express (ZTO US) reported Q4 results, its second set of results since the company's October 2016 IPO....
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