ZTO Beats Revenue Expectations, Gains 1% Market Share, but Gives Away Core Margin in the Process
ZTO Express (ZTO US) reported Q1 17 results after the close on Wednesday afternoon in New York. ZTO managed to beat management's revenue guidance...
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ZTO Preview: Q1 Results from China-Listed Express Companies Show Slower Sales Growth, Lower Margins
ZTO Express (ZTO US) will report its Q1 (March) results on Wednesday, May 17th after the close in New York. Although ZTO's ADSs have rallied...
1.3k Views
Relationship Between ZTO and Its Vendor Tonglu Tongze Remains Alarmingly Murky
After ZTO Express (ZTO US)'s months-long IPO process last Fall, and after the subsequent release of two sets of quarterly financial results and its...
430 Views
Weak Express Growth, Rising Fuel Costs: Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
190 Views
Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
326 Views