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bearish
ZTO Express Cayman
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Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
Equity Bottom-Up
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18 Dec 2017 01:43
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
25 Jan 2018
2018 IPO/M&A Activity Preview: Chinese Tourism Sector Should See Consolidation of Hotel Chains
08 Jan 2018
2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
07 Jan 2018
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
18 Dec 2017
ZTO Guides to Slower Revenue Growth in Q4, Suggesting Proposed Price Hike Failed to Stick
21 Nov 2017
ZTO's Q2 Operating Margin Improvement Was (Nearly) Unbelievable! Avoid ZTO Until Disclosure Improves
28 Sep 2017
Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure
15 Mar 2017
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