bullish
Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)
204 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
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)23 Sep 2024
- Chinese Express H124 Earnings | Worst of Price Competition Over | Look for Bargains | BUY SF, Yunda01 Sep 2024
- Monthly Chinese Express Tracker | July Volume Growth Eased | Price Declines Moderating (August 2024)29 Aug 2024
- SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US08 Jul 2024
x