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ZTO Express Cayman (ZTO US)
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477
Analysis
Industrials
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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.
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bearish
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Thematic (Sector/Industry)
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26 Jan 2016 15:53
"Shipping Has to Become BORING Again"
Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was...
Drewry Maritime Financial Research
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1.8k Views
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bullish
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Thematic (Sector/Industry)
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26 Aug 2015 15:01
Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
Ishita Jain
315 Views
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bearish
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Thematic (Sector/Industry)
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08 Jul 2015 11:50
A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
Charles De Trenck
283 Views
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bullish
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Macroeconomics
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02 Mar 2015 09:52
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
David Millhouse
256 Views
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bearish
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Thematic (Sector/Industry)
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23 Feb 2015 04:11
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
Charles De Trenck
339 Views
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