Re-Launching Coverage of ZTO Express with Sell Rating and US$13.31 Target Price
ZTO Express (ZTO US)'s earnings will fail to meet the high expectations of sell-side analysts and investors who seeit as a cheap proxy for Chinese...
1.2k Views
Teasing Updates on CaiNiao Network & Ele.me Out of Alibaba's Q3 Results
A set of generally solid Q3FY19 earnings results from Chinese e-commerce giant Alibaba Group Holding (BABA US) also yielded some interesting...
818 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Inter-City Pricing -9.1% | But Freight Activity Stable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
713 Views
2019 M&A/IPO Preview: Chinese Express Sector Quickly Building Out 'Last-Mile' & Int'l Capabilities
A year ago we published a note that described how we expected corporate activity in China's domestic express sector to play out in 2018 (see 2018...
748 Views
IPO Trading Strategy: A Deep-Dive on Early Trade of Chinese Companies Listing in the US
Ahead of Tencent Music (TME US)'s IPO today , we have done a deep-dive analysis on the past 28 major Chinese IPOs that have listed in the US. We...
882 Views