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ENTITY
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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bearishBEST
19 Aug 2018 23:59

What's Wrong with Best Inc? A Diagnosis & Prescription for a Return to Financial Health

I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...

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13 Aug 2018 01:19

ZTO Q218 Results: The Numbers Just Don't Add Up!

Last week ZTO Express (ZTO US) reported Q2 earnings that appeared to slightly exceed investors' expectations. In response, ZTO's shares rose and as...

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11 Jun 2018 00:09

High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)

This note is the second of a two-part report on ZTO Express (ZTO US) and its unique relationship with related party trucking vendor Tonglu Tongze...

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11 Jun 2018 00:07

High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 1/2)

In recent months, and in particular after the release of surprisingly strong Q118 results on May 9th, we have become more concerned about the murky...

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28 May 2018 03:23

TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results

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

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