TRACKING TRAFFIC/Chinese Express: Pricing Still Weak | STO Q3 Profit Warning | ZTO HK IPO Update
Although volumes bounced back in September, pricing remains weak. We retain our BUY ratings on SF Holding and Best Inc, while ZTO Express remains a...
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Kerry Express & Best Inc: Two Approaches to ECommerce Logistics Growth in SE Asia
Define market opportunity: domestic Thailand (KEX
661 Views
Upgrading Best Inc To Speculative BUY on Expectation of Express Sector Consolidation
What is rationale? What are catalysts? Why Best and not other potential targets? Price target?
577 Views
The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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TRACKING TRAFFIC/Chinese Express: May Volume Strong | Pricing Anemic | Value Capture Shrinking
May parcel volume was strong, with overall volume increasing 41.1% YoY. Inter-city shipments -- which account for the majority of shipments --...
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