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Asian Equities Analyst, Logistics & Transport

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bullishS.F. Holding
26 Mar 2024 08:06

Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)

On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...

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25 Mar 2024 10:58

Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)

February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...

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24 Mar 2024 10:58

The Three Biggest Surprises in J&T Global Express' Maiden Earnings Report

Stronger-than-expected China revenue, worsening performance of 'Other', and declining SE Asian margins are the three biggest surprises we see in...

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21 Mar 2024 09:32

ZTO Express Q423 Results & Guidance in One Simple Table | +32% Volume --> +2% EPS?! | AVOID

ZTO managed to convert +32% volume growth in Q423 into just +2% EPS growth. Looking at 2024, management expects volume growth to slow dramatically.

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17 Mar 2024 10:56

Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM

The divergent performances of container carriers Evergreen, Maersk, and ZIM since Q4 last year suggest a LONG Maersk/ZIM against SHORT Evergreen...

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