What Alibaba's Q2 Results Say About Food Delivery (Big Losses) & Logistics (Slower Growth)
As part of our coverage of Chinese domestic logistics here at Smartkarma.com, we pay close attention to Alibaba Group Holding (BABA US)'s...
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TRACKING TRAFFIC/Chinese Express & Logistics: September Express Pricing & Growth Weakest On Record
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
597 Views
Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
677 Views
Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
432 Views