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Cainiao Smart Logistics Network
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CaiNiao Q2FY: Pressure on Profitability Has Intensified | X-Border Competition the Likely Culprit
Equity Bottom-Up
485 Views
24 Nov 2024 23:18
Alibaba's September financial report showed weak results from its logistics affiliate CaiNiao. What insights into Chinese X-border retail can we draw from BABA's results?
What is covered in the Full Insight:
Introduction
Financial Performance Overview
X-Border Logistics Challenge
Market Competition Dynamics
Future Outlook and Conclusion
SUMMARY
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Full Insight
(Paid Plans Only, 2-minute read)
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Insight Stream
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
28 Apr 2025
Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
24 Mar 2025
CaiNiao Q3FY: Revenue Declines Y/Y, Margins, Too | X-Border Logistics Pricing Under Intense Pressure
21 Feb 2025
CaiNiao Q2FY: Pressure on Profitability Has Intensified | X-Border Competition the Likely Culprit
24 Nov 2024
Quick Take on J&T Global Express Q324: Volume Growth in All Segments Slowed Dramatically
14 Oct 2024
CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
16 Aug 2024
CaiNiao Q4FY Results: After IPO Withdrawn, Margins Fell | Retention Payments, or Something Else?
31 May 2024
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