ZTO Beats Revenue Expectations, Gains 1% Market Share, but Gives Away Core Margin in the Process
ZTO Express (ZTO US) reported Q1 17 results after the close on Wednesday afternoon in New York. ZTO managed to beat management's revenue guidance...
1.4k Views
ZTO Preview: Q1 Results from China-Listed Express Companies Show Slower Sales Growth, Lower Margins
ZTO Express (ZTO US) will report its Q1 (March) results on Wednesday, May 17th after the close in New York. Although ZTO's ADSs have rallied...
1.3k Views
Weak Express Growth, Rising Fuel Costs: Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
190 Views
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...
326 Views
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...
225 Views