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ZTO Express Cayman (ZTO US)
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477
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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bullish
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ZTO Express Cayman
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18 May 2023 19:41
[ZTO Express (ZTO US, BUY, TP US$38) TP Change]: Margin Improves While Capex Intensity Nears Peak
Margin beat as parcel cost was (8%) vs. our est., we suggest also due to (1) parcel mix improvements, (2) output-based pay, and (3) lower % of KA...
Blue Lotus Research Institute
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bearish
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ZTO Express Cayman
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18 May 2023 09:56
ZTO Express Q1 Results Surprise: Despite Lower Pricing, Margins Up Y/Y | Mgmt Raises Volume Guidance
ZTO's Q1 results showed strong volume growth, but also weaker unit pricing and a lack of control over SG&A expenses. We retain our negative view on...
Tracking Traffic
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420 Views
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bearish
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ZTO Express Cayman
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24 Apr 2023 08:58
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
In March, Chinese express industry volume was up 22.7% Y/Y against easy comps, but ASPs declined the most since February 2022. We still believe ZTO...
Tracking Traffic
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369 Views
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bearish
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Lalatech Holdings Co Ltd
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19 Apr 2023 09:53
Lalatech Holdings Limited Pre-IPO - The Negatives - Has Raised a Lot of Money, so Has the Founder
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
Sumeet Singh
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385 Views
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bullish
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Lalatech Holdings Co Ltd
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18 Apr 2023 09:54
Lalatech Holdings Limited Pre-IPO - The Positives - A Leader in Closed-Loop
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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349 Views
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