China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
295 Views
Four China-Listed Express Parcel Delivery Companies in Q120: Divergence Continues
The fortunes of the four China-listed express parcel delivery companies continued to diverge in Q120. As we wait to hear from their US-listed peers...
282 Views
TRACKING TRAFFIC/Chinese Express: Volume Growth Recovers, but Not Pricing / SF Keeps Share Gains
Chinese express parcel volume growth rebounded in March, with overall parcel volume growing by 23.0% YoY, similar to 2019 growth of 25.3%. Overall...
349 Views
Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
312 Views
TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
287 Views