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...
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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...
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Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
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Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...
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What's Wrong with Best Inc? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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