Li & Fung: Scheme Doc Out, IFA Signs Off
The Scheme Document, together with the notices of the Court Meeting and the SGM, have been despatched, despite an earlier notice delaying the...
547 Views
Singpost (SPOST): Lasting Tough Times
The key problem is in the declining revenue from postal at an accelerating rate outpacing the growth rate from e-commerce business. This mismatch...
640 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Record-Low Pricing in October | Parcel Volume Vs GMV
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
533 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
1.1k Views
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...
289 Views