ENTITY
ZTO Express Cayman

ZTO Express Cayman (ZTO US)

523
Analysis
IndustrialsChina
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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08 Nov 2020 09:20

New Oriental Hong Kong Secondary Trading - Largest ADR/HK Listing Premium Yet

New Oriental Education (EDU US) raised US$1.5bn in its secondary listing. I have covered the background of the deal in my earlier note. In this...

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bearishYTO Express
04 Nov 2020 08:30

Bad, Worse, & Worst | Ugly Q320 Results from Yunda, YTO Express, & STO Express

Despite strong volume growth, a price war decimated earnngs for at least three of China's express delivery companies in Q3. Soon these companies...

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28 Oct 2020 09:54

New Oriental Hong Kong Secondary - Might Be Relatively Small

New Oriental Education (EDU US) plans to raise around US$1bn in its secondary listing in Hong Kong. While the company has filed its PHIP, the exact...

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bullishS.F. Holding
28 Oct 2020 08:12

Divergent Q320 Results from SF Holding & YTO Express Show Pressure to Consolidate Is Building

SF Holding posted another set of strong results in Q3, while BABA-aligned YTO Express struggled (again). Our view: SF Holding's rising share of...

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21 Oct 2020 09:40

GDS Holdings Hong Kong Secondary - Going Big. Will Almost Become Net Cash, for a While.

Gds Holdings (Adr) (GDS US) plans to raise around US$1.6bn in its secondary listing in Hong Kong. I had covered the background of the deal in my...

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