Monthly Air Cargo Tracker | Conditions Improved in November | But Improvement Could Be Short-Lived
Based on a wide range of sources, air cargo market conditions in the Transpacific generally improved in November. But we believe the nascent...
170 Views
Temu Faces New US Lawsuit in Arizona | Import Parcels Decline Sharply Since End of 'de Minimis'
In this insight we examine a new civil lawsuit filed against Temu in the US state of Arizona. We also review a range of numbers suggesting a sharp...
315 Views
Update on Hive Box Holdings IPO Process | Legal Dispute, Questions About Profitability, Weak Comps
In this insight we bring interested investors up to speed on the Hong Kong IPO plans of Hive Box, the Chinese parcel locker operator backed by SF...
547 Views
ZTO Express Q325 Results | Revenue, ASPs Both Up Y/Y | But Earnings, Margins Both Down | AVOID
ZTO reported another weak set of results on Wednesday, as margins collapsed in Q3 despite modest pricing improvement. Oh, and management cut volume...
313 Views
ZTO Express Q225 Results: No 'Good', Just the 'Bad' and the 'Ugly'
ZTO reported a weak set of results for Q225, with margins and cash flow declining sharply. Management also cut FY25 volume growth targets. We...
421 Views