TRACKING TRAFFIC/Chinese Express & Logistics: Record-Low Pricing in October | Parcel Volume Vs GMV
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
477 Views
ZTO Q318 Results: Momentum, Margins, & Quality of Earnings All Took a Dive in Q318 (Plus: A Buyback)
Although ZTO Express (ZTO US) managed to slightly beat the consensus estimate for "Adjusted EPS" in Q318 (1.34 RMB actual vs. consensus 1.32 RMB...
1.5k Views
TRACKING TRAFFIC/Chinese Express & Logistics: September Express Pricing & Growth Weakest On Record
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
597 Views
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...
678 Views
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...
432 Views