Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold
BEST Inc (BEST US)'s 3Q19 results were largely in line with consensus estimates and our own views. The company’s express segment (60% of revenue)...
382 Views
2Q19 Chinese Express: Little to Show for Big Volume Share Gains
Six listed firms control most of inter-city express market As China’s express industry consolidates, ‘weak hands’ have largely exited, and...
414 Views
🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
359 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Regulators Act to Maintain Order
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
410 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
454 Views