CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
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384 Views16 Aug 2024 11:06
Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude that China's X-border eComm activity is slowing.
What is covered in the Full Insight:
- Introduction
- CaiNiao's June Quarter Performance
- X-border Slowdown Trend
- Impact on Other Platforms
- Conclusion
SUMMARY
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Full Insight
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Asian Equities Analyst, Logistics & Transport
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