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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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...
523 Views
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...
745 Views
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...
493 Views
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...
474 Views