ZTO Preview: Q1 Results from China-Listed Express Companies Show Slower Sales Growth, Lower Margins
ZTO Express (ZTO US) will report its Q1 (March) results on Wednesday, May 17th after the close in New York. Although ZTO's ADSs have rallied...
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Weak Express Growth, Rising Fuel Costs: Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
318 Views
Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
526 Views
Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure
Over the last six months, each of China's five largest express parcel delivery firms has completed a public listing: ZTO Express (ZTO US) listed in...
345 Views
First Take on ZTO Q4 Results: Growth Stalling, Margins Shrinking, & It's Going to Get Worse
On Monday after the US exchanges closed, ZTO Express (ZTO US) reported Q4 results, its second set of results since the company's October 2016 IPO....
395 Views