Increased Investment from Alibaba a Blessing for YTO Express? Revisit STO Express & Think Again...
Alibaba Group (BABA US) and YTO Express (600233 CH) announced the former will increase its stake in the latter, from around 10.5% to 22.5%. BABA...
466 Views
China Internet Weekly (24Aug2020): TSLA Refused PDD’s Customers, JD Fired BABA’s Sto Express
Apple (APPL) stores are still crowded. Tesla (TSLA) refused to deliver vehicles to customers who ordered via Pinduoduo (PDD). JD.com (JD) did not...
357 Views
TRACKING TRAFFIC/Chinese Express: July Growth Slows | Q2 Results Show Margin Vs Volume Tradeoff
Headline express parcel volume growth remained firm in July, but the pace of growth moderated compared to May-June. Flooding in some regions may...
302 Views
Second Listing or Re-Packaging Assets Won't Fix Problems Revealed by Best Inc's Weak Q2 Results
By being selective about the parcels it handled and focusing on costs, BEST Inc (BEST US) managed to lift gross margin slightly in Q2, despite...
436 Views
Despite +48% Volume Growth, ZTO's Margins & Operating Cash Flow Fell Sharply in Q2
Despite another quarter of strong parcel volume growth (+48% YoY in Q2), ZTO Express (ZTO US) showed it could not convert more parcels into...
481 Views