Weak Express Growth, Rising Fuel Costs:Ā Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
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Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
512 Views
Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure
Over the last six months, each of China's fiveĀ largest express parcel delivery firms hasĀ completed a publicĀ listing: ZTO Express (ZTO US)Ā listed in...
339 Views
China's ZTO Express Files for NYSE IPO:Ā What It Is, What It Isn't
On Friday September 30th leading Chinese express parcel delivery company ZTO Express filed with the SEC and reportedly plans to raise as much as...
527 Views