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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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13 May 2016
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bullish
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Full Truck Alliance
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23 Aug 2024 06:56
Full Truck Alliance Q224 Results: Generally Strong Growth | Attractive Closer to US$7 Per ADS
Full Truck Alliance reported another strong set of numbers in Q224. After a surprisng Y/Y decline in orders per MAU, we will monitor this number...
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bearish
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ZTO Express Cayman
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21 Aug 2024 23:20
ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
ZTO's headline Q224 numbers look OK, but they don't paint an accurate picture of what's happening in the core express segment. We suggest investors...
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bearish
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J&T Global Express
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21 Aug 2024 09:45
J&T Global Express H124 Results: A Dramatic Turnaround? But Something Doesn't Make Sense
The Chinese domestic express segment reportedly drove a strong Y/Y improvement in adjusted EBITDA at J&T Global Express. But some of the drivers of...
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211 Views
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bearish
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Cainiao Smart Logistics Network
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16 Aug 2024 11:06
CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude...
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304 Views
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bullish
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Evergreen Marine Corp
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15 Aug 2024 10:43
More Q224 Container Carrier Results: Evergreen, Hapag-Lloyd Show Sharply Diverging Results
Evergreen Marine's Q2 results far outpaced the results of both Hapag-Lloyd and Maersk. The Taiwanese carrier's results over the past 2.5 years...
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