SF Holding Rapidly Gaining Share in China's Domestic Express Market
Leading Chinese express parcels player S.F. Holding (002352 CH) has increased its share of China's domestic express parcels market since launching...
496 Views
ZTO Express 3Q19: Slowing Growth and a Struggle to 'convert'
Rising volume share and an increase in non-core and non-operating income helped ZTO Express (ZTO US) beat consensus earnings estimates for 3Q19....
486 Views
Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold
BEST Inc (BEST US)'s 3Q19 results were largely in line with consensus estimates and our own views. The company’s express segment (60% of revenue)...
567 Views
China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
477 Views
2Q19 Chinese Express: Little to Show for Big Volume Share Gains
Six listed firms control most of inter-city express market As China’s express industry consolidates, ‘weak hands’ have largely exited, and...
522 Views