J&T Global Express FY23 Earnings Preview | Revenue Growth & Margin | China, SE Asia, 'Other'
In our preview of the newly-listed express company's full-year and H223 earnings, we explain why we expect to see slowing organic revenue growth...
837 Views
Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
898 Views
Monthly Chinese Express Tracker | Prices Keep Sliding, Volume Share Keeps Shifting (December 2023)
Although domestic parcel volume has strengthened in recent months, pricing continues to weaken, and China's 'sort & transport' express companies...
537 Views
Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao
A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...
516 Views
Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals
In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...
621 Views