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Cainiao Smart Logistics Network (1437124D HK)
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158
Analysis
Financials
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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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bullish
•
S.F. Holding
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05 May 2025 07:38
Chinese Express: SF, STO Enjoyed Margin Expansion in Q125; YTO, Yunda Saw Margins Contract
Chinese express companies SF Holding and STO Express followed two very disparate paths to Op Inc margin expansion in Q1 2025
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305 Views
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bearish
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ZTO Express Cayman
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29 Apr 2025 07:16
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
In March and Q125, express volume growth remained firm, and unit price declines should be manageable for most express companies. But as an...
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261 Views
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bearish
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SHEIN
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28 Apr 2025 07:18
May 1st Marks End of US "De Minimis" Exemption that Has Enabled Growth of SHEIN, Temu, & AliExpress
US "de minimis" import rules that have enabled the growth of platforms like SHEIN and Temu will change dramatically this week. We believe the...
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6.3k Views
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bullish
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S.F. Holding
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25 Mar 2025 06:56
Monthly Chinese Express Tracker | Volume, Price Trends | ZTO Rejoins Volume Game | (March 2025)
Combined January-February parcel volume growth moderated, but it's too early to say this is a departure from trend. We're now more concerned about...
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317 Views
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bearish
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JD Logistics
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09 Mar 2025 01:35
JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
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357 Views
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