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ZTO Express Cayman (ZTO US)
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476
Analysis
Industrials
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China
ZTO Express (Cayman) Inc. operates as an express delivery company. The Company provides express delivery service through their nationwide network, as well as other value-added logistics services. ZTO Express serves customers globally.
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bearish
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ZTO Express Cayman
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19 Nov 2023 10:38
ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share Gains | Is There a New Strategy?
ZTO has long employed a strategy of market share gains it uses to offset declining unit prices. Under current depressed market conditions, it has...
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bullish
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ZTO Express Cayman
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17 Nov 2023 20:52
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Broker
ZTO Express (ZTO US) – Good Execution but Rising Concerns on Price Competition
ZTO’s revenue/ net profit in 3Q23 came in at RMB9.08bn/ RMB2.35bn, up 1.5%/21% YoY, on the back of excellent cost control that offset the ASP decline.
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ZTO Express Cayman
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02 Nov 2023 07:38
The Four Listed Chinese Express Companies Suffered Significant Margin Erosion in Q323
A new price war among China's 'sort and transport' express companies drove down the group's core margins in Q3, and we expect the pain to continue...
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bearish
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ZTO Express Cayman
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23 Oct 2023 09:18
Monthly Chinese Express Tracker | A New Price War Among China's 'Sort & Transport' Express Names
In this insight we discuss a developing price war among China's 'sort and transport' express names, which likely added to margin pressures on these...
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ZTO Express Cayman
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31 Aug 2023 08:07
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Broker
ZTO Express (ZTO US) – 2Q23 Net Profit +41% YoY on Excellent Cost Control
The excellent cost control (unit cost -18% YoY) enabled ZTO to boost the unit gross margin by 22% YoY to RMB0.43/parcel. ZTO maintains the full...
CMB International
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