Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
465 Views
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US)Â paid US$800 mn increase its stake in money-losing logistics...
536 Views
Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
318 Views
ZTO's Q2 Operating Margin Improvement Was (Nearly) Unbelievable! Avoid ZTO Until Disclosure Improves
When it reported Q217 (June) results in late August, ZTO Express (ZTO US) managed to beat consensus estimates with the help of some non-operating,...
1.4k Views
Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
390 Views