Monthly Chinese Express Tracker | Prices Keep Sliding, Volume Share Keeps Shifting (December 2023)
Although domestic parcel volume has strengthened in recent months, pricing continues to weaken, and China's 'sort & transport' express companies...
447 Views
Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao
A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...
428 Views
Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals
In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...
504 Views
Monthly Chinese Express Tracker | Q3 Margins Battered By Price | More to Come in Q4 (November 2023)
Companies focused on China's domestic 'ground' express continued to experience price pressures in October. These pressures will continue in the...
377 Views
CaiNiao's FYQ2: Revenue +25% Y/Y, Led by Int'l | EBITA Margin Up, Too | Solid Showing Ahead of IPO
CaiNiao's FYQ2 revenue growth was solid, and core margins improved. The company has emerged as a vehicle for gaining access to Alibaba's...
484 Views