On Time Logistics
Takeout at $4.0698, ~11% spreadComment in On Time's business: Thin margin business, 3% EBITDA margins on almost no net margin, never loss...
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Chinese Express Volume Grew 32% in June, Pricing Still Under Pressure, ZTO Could Miss Q2 Targets
China's State Post Bureau reported June express parcel volume growth of 32.1% Y/Y. Express parcel revenues grew by 29.6%, so unit prices fell by...
226 Views
Best Inc IPO, Part 1 of 2: Operating Segments, Market Position, & Relationships with Alibaba+CaiNiao
This note is the first part of an in-depth, two-part report on the planned US IPO of Best Inc (BEST), a Chinese express parcel delivery and...
403 Views
First Cut: Alibaba-Backed 'Best Inc' Seeks To Raise Up To US$750 Mn in US IPO
Alibaba Group Holding Ltd (BABA US)-backed Best Incorporated (formerly known as Best Logistics Technologies) is seeking to raise around US$750 mn...
203 Views
More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
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