TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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The Week That Was in Greater China@ Smartkarma: We like Angang, Magang, Baozun; CEG, Jianpu for IPO
China's Singles Day reaped a record-breaking USD 25.3bn for Alibaba, double of 2016 Black Friday and Cyber Monday sales combined (Source: CNBC). At...
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The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
390 Views
Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?
As part of its June quarter earnings release last week, Alibaba effectively "demoted" logistics arm CaiNiao by pushing it into a new "Others"...
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