ZTO Express Q126: Volume, Revenue Accelerate, But Net Profit Lags as 'Key Accounts' Crush Margins
ZTO in Q126 reported faster volume and Revenue growth in Q126, but Net Income growth lagged, up just 5% Y/Y. We blame increased exposure to 'Key...
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Weekly Update (LION, MGBL, OCTV)
Lionsgate reported a strong quarter on May 21, and the stock reacted well. Consensus expectations were thin and the year-over-year comparison is...
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Morningstar Management Behind the Moat 2018:Â Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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Industrial Real Estate: "Power Supply Is the New Ceiling Height"
âDemand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
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Global Fuel Cell Industry: Introducing the Publicly Traded Pure Plays
This is the third in a series of reports we are publishing on the global Fuel Cell industry. In this report, we introduce the publicly traded...
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