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....
430 Views
2Q19 Chinese Express: Little to Show for Big Volume Share Gains
Six listed firms control most of inter-city express market As Chinaâs express industry consolidates, âweak handsâ have largely exited, and...
466 Views
Shanghai/ââShenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
671 Views
Shanghai/âShenzhen Connect Ideas: MSCI August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
534 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Regulators Act to Maintain Order
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
523 Views