bearish
Weak Express Growth, Rising Fuel Costs: Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
202 Views10 Apr 2017 08:41
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
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, 5-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- ZTO Beats Revenue Expectations, Gains 1% Market Share, but Gives Away Core Margin in the Process18 May 2017
- ZTO Preview: Q1 Results from China-Listed Express Companies Show Slower Sales Growth, Lower Margins11 May 2017
- Relationship Between ZTO and Its Vendor Tonglu Tongze Remains Alarmingly Murky04 May 2017
- ZTO EXPRESS: Damaged Goods. Downgrade Risks Rise29 Mar 2017
- Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure15 Mar 2017
- First Take on ZTO Q4 Results: Growth Stalling, Margins Shrinking, & It's Going to Get Worse28 Feb 2017
x