ZTO's Q2 Operating Margin Improvement Was (Nearly) Unbelievable! Avoid ZTO Until Disclosure Improves
When it reported Q217 (June) results in late August, ZTO Express (ZTO US) managed to beat consensus estimates with the help of some non-operating,...
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Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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UPS: Upcoming Pension Scandal
UPS appears to be struggling to keep up with industry trends. Between 2011 and 2016, revenue and profit growth was inferior to its closest...
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Sinotrans - Valuable Exposure to China's ECommerce Boom and Logistics Demand
Sinotrans is China’s largest third-party logistics company and ranks eighth in the world Sinotrans is well positioned to benefit from increased...
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Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
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