bullish
Bifurcated Chinese Express Market Developing
860 Views26 Nov 2019 22:08
Growth of low end driven by Pinduoduo
The growth of Pinduoduo (PDD US) has spurred growth in China’s express market over the last two years,...
Boomeranged on Thu, 3 Aug 2023 11:14
We will write more about SF Holding soon as the company prepares to seek a secondary listing in Hong Kong. But we believe some of the themes we identified in this note from a few years ago still bear watching.
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- TRACKING TRAFFIC/Chinese Express: December & Q4 Numbers Confirm Sharp Shift in Express Market Share20 Jan 2020
- SF Holding Rapidly Gaining Share in China's Domestic Express Market13 Jan 2020
- Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold04 Dec 2019
- 2Q19 Chinese Express: Little to Show for Big Volume Share Gains18 Sep 2019
- Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?25 Jun 2018
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