Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)
Heavy price pressure from 2023 and the first half of 2024 has eased, which is positive for margins at all of the listed Chinese express companies....
510 Views
Hive Box Holdings Pre-IPO, Part 2: Segments, P&L, Balance Sheet & CF, Key Drivers, & More Questions
When it comes to evaluating Hive Box's financial performance, a recent change in depreciation policy muddies the waters. But it's clear that core...
504 Views
Monthly Chinese Express Tracker | July Volume Growth Eased | Price Declines Moderating (August 2024)
There are growing signs the worst of the steep unit price declines that have weighed down the Chinese express sector over the past year are now...
504 Views
ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
ZTO's headline Q224 numbers look OK, but they don't paint an accurate picture of what's happening in the core express segment. We suggest investors...
500 Views
Monthly Chinese Express Tracker | Strong June Volume | Weak Pricing and Intl | (July 2024)
In June, China's express delivery sector again reported strong volume growth, but weak unit pricing. Share performance reflects this dynamic, with...
418 Views