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Cainiao Smart Logistics Network (1437124D HK)
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158
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Hong Kong
Cainiao Smart Logistics Network Ltd. operates as an investment company. The Company provides equity investments, investment management, and other services. Cainiao Smart Logistics Network is located in Hong Kong.
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bearish
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Cainiao Smart Logistics Network
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21 Feb 2025 14:34
CaiNiao Q3FY: Revenue Declines Y/Y, Margins, Too | X-Border Logistics Pricing Under Intense Pressure
Alibaba's latest quarterly earnings release shows that X-border logistics pricing and the pricing of X-border retail itself both remain under...
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bearish
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Cainiao Smart Logistics Network
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16 Aug 2024 11:06
CaiNiao Q1FY Results: Most Interesting Read-Through Is Dramatic Slowdown in X-Border Activity
Given slower June quarter revenue growth at Alibaba's logistics arm CaiNiao and at the segment containing AliExpress, it's hard not to conclude...
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bullish
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Cainiao Smart Logistics Network
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01 Nov 2023 09:15
Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
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bearish
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ZTO Express Cayman
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24 May 2023 10:14
Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
In April, express volume shot up 36% against easy Y/Y comps, but ASPs deepened their recent decline. We believe pricing will continue to...
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bearish
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PDD Holdings
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11 Jun 2025 07:16
PDD's Q125 Profit Decline Occurred Before US Squeeze | April-May US Sales Far Weaker for Temu, SHEIN
Pinduoduo's shock decline in profitability in Q125 came before US tariff and de minimis changes. Recent April-May data out of the US suggests...
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