bearish
Q424 ZTO Express Results & FY25 Guidance: Revenue Growth & Margin Better, But OpCF Shrinking; AVOID
242 Views20 Mar 2025 03:15
ZTO's revenue momentum and core margin improved in Q424, but at the cost of deteriorating Cash Flow. We view the strong recent growth of "key accounts" as a negative; AVOID.
What is covered in the Full Insight:
- Q424 Results Overview
- Impact of 'Key Accounts' on Cash Flow
- FY25 Guidance and Cash Flow Outlook
- Market Reaction and Strategic Partnerships
- Investment Recommendation
SUMMARY
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