bearish
STO & Yunda May Report Operating Losses in Q423, Hampering Their Ability to Invest & Grow in '24
376 Views22 Jan 2024 11:08
Plummeting prices and already-low profitability could force second-tier Chinese express names STO and Yunda to be part of industry consolidation in 2024.
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)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Analyzing the Roles Parent JD.com & Subsidiary Deppon Played in JD Logistics' Q423 Results13 Mar 2024
- Monthly Chinese Express Tracker | Industry ASP Fell to Record Low Last Month | (February 2024)29 Feb 2024
- Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024)29 Jan 2024
- Monthly Chinese Express Tracker | Prices Keep Sliding, Volume Share Keeps Shifting (December 2023)20 Dec 2023
- Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao12 Dec 2023
- CaiNiao Smart Logistics Pre-IPO Part 4 | Acquiring BABA's Express Stakes Could Soak Up IPO Proceeds07 Nov 2023
x