Alibaba+CaiNiao to Take 10% Stake in ZTO Express
On Tuesday morning in the US, Alibaba Group Holding Ltd (BABA US) announced it would work with its 51%-owned logistics subsidiary CaiNiao Network...
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TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Best Inc.: Q118 Shows Booming Sales, More Losses, Still Net Cash
Q118 results from BEST Inc (BSTI US) look a lot like the company's other two quarterly releases it has put out since listing in September 2017:...
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5 Takeaways from ZTO's Q1 Results & Call: Revenue Growth Beats, But Margins, ASPs, Cash Flow Suffer
ZTO Express (ZTO US), one of China's leading express parcel delivery companies, reported mixed results on Wednesday evening after the US market...
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Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
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