SF Holding Rapidly Gaining Share in China's Domestic Express Market
Leading Chinese express parcels player S.F. Holding (002352 CH) has increased its share of China's domestic express parcels market since launching...
293 Views
ZTO Express: 1Q19 GAAP EPS Missed on Margins, Retain Sell Rating & US$13.31 Price Target
Despite beating revenue expectations by over 5% and recording a +100 mn RMB YoY increase in net non-operating income, ZTO missed consensus 1Q19...
428 Views
Quick Update on ZTO Express: Results OK, but Guidance Unimpressive
After reviewing 4Q18 results and guidance for 2019, we retain our negative view of ZTO. For 2019 and 2020, we continue to expect slower top-line...
498 Views
Re-Launching Coverage of ZTO Express with Sell Rating and US$13.31 Target Price
ZTO Express (ZTO US)'s earnings will fail to meet the high expectations of sell-side analysts and investors who seeit as a cheap proxy for Chinese...
959 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Inter-City Pricing -9.1% | But Freight Activity Stable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
485 Views