CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity

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378 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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