bullish
Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)
349 Views23 Sep 2024 17:58
Heavy price pressure from 2023 and the first half of 2024 has eased, which is positive for margins at all of the listed Chinese express companies. We like laggards SF Holding and Yunda.
What is covered in the Full Insight:
- Solid Volume Growth and Easing Price Pressure
- Re-acceleration of International Parcel Volume
- SF Holding's Volume Growth Lag
- Express Share Performance Review
- Industry Outlook and Recommendations
SUMMARY
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- SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US08 Jul 2024
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