Primer: YTO Express (600233 CH) - Aug 2026
YTO Express is a leading player in China's vast express delivery market, which is intrinsically linked to the country's booming e-commerce...
90 Views
SHEIN IPO in Hong Kong | Pressures from New Rules To Grow, Will Hit Low-Price Platforms Hardest
In its first day of trading on September 1, SHEIN's shares closed down 0.1% in Hong Kong after initially falling close to 10%. We're re-surfacing a...
195 Views
Alibaba's CaiNiao Takes Stake in Robovan Maker ZelosTech | Who Is ZelosTech, Why Does Deal Matter?
Last week came news that Alibaba's logistics arm, CaiNiao, had taken a minority stake in autonomous "robovan" maker ZelosTech. In this insight we...
289 Views
Chinese Express Firms All Saw H1 OPM% Fall -- Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
SF Holding's unique position within China's eComm fulfillment space allowed it to successfully defend against the margin pressures that afflicted...
485 Views
Q424 ZTO Express Results & FY25 Guidance: Revenue Growth & Margin Better, But OpCF Shrinking; AVOID
ZTO's revenue momentum and core margin improved in Q424, but at the cost of deteriorating Cash Flow. We view the strong recent growth of "key...
568 Views