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...
178 Views
Monthly Chinese Express Tracker | Lots of Noise in January 2026 Numbers From Four China-Listed Firms
The monthly operating statistics reported by the four China-listed express companies for January look strange, and we believe they contain lots of...
214 Views
Monthly Chinese Express Tracker | Q425 Volume, ASP Data Show SF Holding Strength, ZTO Struggles
China's listed express parcel companies reported highly diverse volume and price data for Q425. The numbers show strong share gains for SF Holding,...
1.1k Views
SF Hldg and J&T Announce New Cross-Shareholding | Good Strategic Fit | Losers Are BABA, DHL, Flash
A cross-shareholding agreement between Chinese express firms SF Holding and J&T Global could address each company's weaknesses outside of China....
328 Views
JD Logistics H1/Q2 Results | Momentum, Profitability Show Mixed Signals | Shares Drained Of Optimism
Shares have "round tripped" since March 2026 and at HK$10 there appears to be lots of negativity baked into the price. At just 8x consensus 2026F...
101 Views