Monthly Chinese Express Tracker | Industry ASP Fell to Record Low Last Month | (February 2024)
More operating days in January 2024 lifted parcel volume growth, but industry ASP declined to the lowest level on record. We believe at current...
585 Views
CaiNiao's FYQ3: Solid Revenue Growth & EBITA Margin Improvement Distinguish It From Express Peers
CaiNiao results from FYQ3 were impressive, with revenue and EBITA margin both up sharply compared to the same period in the previous fiscal year.
613 Views
Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024)
Industry volume growth remains firm, but price pressure on domestic 'sort and transport' companies continued to increase in December. We expect SF...
505 Views
STO & Yunda May Report Operating Losses in Q423, Hampering Their Ability to Invest & Grow in '24
Plummeting prices and already-low profitability could force second-tier Chinese express names STO and Yunda to be part of industry consolidation in...
517 Views
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...
920 Views