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...
533 Views
Kerry Express & Best Inc: Two Approaches to ECommerce Logistics Growth in SE Asia
Define market opportunity: domestic Thailand (KEX
717 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?
631 Views
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 --...
509 Views
TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
475 Views