Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
758 Views
ZTO Express 3Q19: Slowing Growth and a Struggle to 'convert'
Rising volume share and an increase in non-core and non-operating income helped ZTO Express (ZTO US) beat consensus earnings estimates for 3Q19....
276 Views
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)...
386 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...
420 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...
366 Views