SF Intra (9699 HK) FY and H2 Results | Revenue Growth Slowed | Margins Got Thinner | AV Expansion?
The latest results from intra-city delivery specialist SF Intra show strong top-line growth, but thin margins. High labor costs are spurring the...
149 Views
More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
386 Views
SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
497 Views
Monthly Chinese Express Tracker | March and Q126 Data From Four China-Listed Firms? All Over the Map
The four China-listed express companies reported oddly divergent numbers again in March. Overall, it appears parcel volume for this group grew at...
195 Views
Solid FY25 Results from J & T Global Express | All Lines of Business Profitable
J & T Global Express reported a solid set of FY25 results earlier this week. We admit we were surprised to see New Markets and X-Border both turn...
165 Views