Upgrading Best Inc To Speculative BUY on Expectation of Express Sector Consolidation
What is rationale? What are catalysts? Why Best and not other potential targets? Price target?
486 Views
The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
535 Views
TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
277 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...
370 Views
TRACKING TRAFFIC/Chinese Express: December & Q4 Numbers Confirm Sharp Shift in Express Market Share
Headline express parcel delivery volume increased by 24.3% YoY in December, and average pricing increased by 1.9% YoY. In the main inter-city...
306 Views