JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
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Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)
Air cargo demand in January 2025 softened, although some of this may be attributed to timing of the LNY holiday. Air cargo utilization is low (and...
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Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
Our review of Asian air cargo data aims to uncover investment ideas and potentially provide "read-throughs" to adjacent segments. In the November...
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Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)
Year-over-year parcel volume growth and price declines both moderated somewhat in November. We believe most Chinese express companies are...
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Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
October parcel volume growth improved, but price data was mixed. The biggest news in the sector came from ZTO (weak Q3 numbers) and SF Holding (HK...
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