US De Minimis Exemption Back From the Dead?! Court Revives Lawsuit, Orders Briefings in Coming Weeks
A US court has quietly allowed a lawsuit against the US Department of Commerce to move forward. If the plaintiff prevails, the US "de minimis"...
423 Views
Alibaba's CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?
Last week came news that Alibaba's logistics arm, CaiNiao, had taken a minority stake in autonomous "robovan" maker ZelosTech. In this insight we...
289 Views
Chinese Express Firms All Saw H1 OPM% Fall -- Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
SF Holding's unique position within China's eComm fulfillment space allowed it to successfully defend against the margin pressures that afflicted...
485 Views
Q424 ZTO Express Results & FY25 Guidance: Revenue Growth & Margin Better, But OpCF Shrinking; AVOID
ZTO's revenue momentum and core margin improved in Q424, but at the cost of deteriorating Cash Flow. We view the strong recent growth of "key...
568 Views
Full Truck Alliance Q424 Results: Results > Guidance | New Dividend Policy | TP US$17 Per ADS, BUY
Full Truck Alliance reported impressive Q4 results on Wednesday in the US, featuring stronger-than-expected revenue growth & expert cost control....
504 Views