Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
ZTO Express Cayman (ZTO US)
Watchlist
477
Analysis
Industrials
•
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
Thematic (Sector/Industry)
•
22 May 2023 08:38
Chinese Express Consolidation? Lesser Players Battered for Years, But Still No Knockout Punch
Margins in China's express sector have been falling for years. However, there are few signs of consolidation: companies remain profitable, and...
Tracking Traffic
Follow
434 Views
Share
bullish
•
ZTO Express Cayman
•
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
Follow
355 Views
Share
bearish
•
ZTO Express Cayman
•
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
Follow
422 Views
Share
bearish
•
ZTO Express Cayman
•
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
Follow
370 Views
Share
bearish
•
Lalatech Holdings Co Ltd
•
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
Follow
386 Views
Share
First
Previous
24
25
26
27
28
29
30
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.9
x