TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
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First Take on ZTO Express Q419 Results: Bottom Line Once Again Boosted by 'Other' Items
Chinese express delivery specialist ZTO Express (ZTO US) reported Q419 results after the US close on Monday, March 16th, a day on which the Dow...
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Best Inc. 4Q19 Results: Express Growth Slowed Dramatically Even Before Covid-19 Arrived
On Thursday morning in the US, Chinese express and logistics specialist BEST Inc (BEST US) reported Q419 results. Revenue for the period was...
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Vipshop (VIPS): Growth Up, Margin Up, and Stock Price Up 27% After Closing Out Logistics
VIPS closed out its logistics subsidiary, Pinjun Express, in November 2019. The operating margin climbed up to 10.4% in 4Q2019 versus 3.8% in...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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