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...
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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...
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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...
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Monthly Chinese Express Tracker | Sluggish < 8% Volume Growth YTD from Four China-Listed Companies
Combined January-February parcel volume grew by <8%, continuing the trend of sub-10% growth seen in Q425. Under these conditions it will be...
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ZTO Express Q425 Results | Margins Declined Again | Focus No Longer On Growth, Just Capital Returns
On March 17 ZTO reported Q425 results that showed a steep decline in profitability, and a possible shift to higher rates of returns to shareholders
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