TRACKING TRAFFIC/Chinese Express & Logistics: January+February Volume Surges, But Is It Sustainable?
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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ZTO's Poor Q4 Results Mask Big Challenges: Weak Pricing, Slowing Growth, Failure to Capture Value
ZTO Express (ZTO US) reported Q417 results on Thursday afternoon in New York that relied heavily upon 'Other' items and a newly-disclosed...
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Best Inc Q417 Results: Losses Reduced, But Further Progress More Challenging As Growth Slows
BEST Inc (BSTI US) reported its Q417 results on Thursday morning in New York, and the company managed to show significantly smaller EBITDA,...
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'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
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BEST EXPRESS (NYSE:BSTI) Multiple Headwinds Knock Down Target Price
● We are adjusting BSTI’s TP due to multiple demand, value chain and seasonal headwinds. Yet we are still positive on BSTI’s turnaround in...
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