ZTO Express Q324 Results: Shift in Strategy Leads to Lower Core Margins & FY24 Guidance Cut | AVOID
ZTO's focus on price over volume share gains simply hasn't worked so far in 2024. Until management developts a path towards a return to profitable...
717 Views
SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise ~US$800 Mn, Less Than Anticipated
SF Holding's long-anticipated secondary offering in Hong Kong has gone live. This quick update provides basic information about the offering....
795 Views
Chinese Express H124 Earnings | Worst of Price Competition Over | Look for Bargains | BUY SF, Yunda
In the run up to SF Holding's secondary listing in Hong Kong, we're "boomerang"-ing some recent Smartkarma insights covering the company and...
892 Views
SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US
In the run up to SF Holding's secondary listing in Hong Kong, we're "boomerang"-ing some recent Smartkarma insights covering the company and...
856 Views
SF Holding Pre-IPO: Dominance in Domestic Time-Definite (Air) Express Is a Durable Differentiator
In the run up to SF Holding's secondary listing in Hong Kong, we're "boomerang"-ing some recent Smartkarma insights covering the company and...
1.1k Views