bearish
Monthly Chinese Express Tracker | Strong June Volume | Weak Pricing and Intl | (July 2024)
267 Views30 Jul 2024 11:10
In June, China's express delivery sector again reported strong volume growth, but weak unit pricing. Share performance reflects this dynamic, with stocks of most express companies down YTD.
What is covered in the Full Insight:
- Headline June Numbers: Volume and Pricing
- International Parcel Trends
- SF Holding's Performance
- YTD Performance of Listed Companies
- Upcoming Earnings Reports and Expectations
SUMMARY
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- Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)23 Sep 2024
- Monthly Chinese Express Tracker | July Volume Growth Eased | Price Declines Moderating (August 2024)29 Aug 2024
- ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID21 Aug 2024
- J&T Global Express Q224 Operating Stats: Volume Growth Fell Vs Q124 | We Revisit Valuation | AVOID09 Jul 2024
- SF Holding Pre-IPO: Dominance in Domestic Time-Definite (Air) Express Is a Durable Differentiator30 Jun 2024
- Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)26 Mar 2024
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