ENTITY
SMARTSCORE: 3.2/5
BEST

BEST (BEST US)

134
Analysis
IndustrialsChina
BEST Inc. offers logistics and supply chain management solutions. The Company provides express and freight delivery, inventory management, warehousing, financing, cross-border supply chain, merchandise sourcing, and value-added services. BEST serves customers worldwide.
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15 Nov 2018 01:25

ZTO Q318 Results: Momentum, Margins, & Quality of Earnings All Took a Dive in Q318 (Plus: A Buyback)

Although ZTO Express (ZTO US) managed to slightly beat the consensus estimate for "Adjusted EPS" in Q318 (1.34 RMB actual vs. consensus 1.32 RMB...

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04 Nov 2018 23:37

What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)

As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...

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bearishMeituan
01 Oct 2018 23:51

Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable

In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...

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24 Sep 2018 00:20

TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!

Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...

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11 Sep 2018 23:45

Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?

Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...

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