5 Takeaways from ZTO's Q1 Results & Call: Revenue Growth Beats, But Margins, ASPs, Cash Flow Suffer
ZTO Express (ZTO US), one of China's leading express parcel delivery companies, reported mixed results on Wednesday evening after the US market...
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Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
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Alibaba's FYQ4 Result & What It Says About Chinese Express & Logistics; An IPO for CaiNiao Network?
Plowing through Alibaba Group Holding Ltd (BABA US)'s lengthy and detailed FYQ4 financial release to learn about the performance of its logistics...
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What's Wrong with ZTO? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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TRACKING TRAFFIC/Chinese Express & Logistics: March Growth Slows | ASPs Dip | But Intra-City Firmer
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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