ENTITY
YTO Express

YTO Express (600233 CH)

301
Analysis
Industrials • China
YTO Express Group Co., Ltd. provides global express services. The Company also provides general cargo warehousing, domestic air transport agency, car rental, supply chain management, and other related services throughout China..
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bearish•ZTO Express Cayman
•10 Apr 2017 08:41

Weak Express Growth, Rising Fuel Costs:Ā 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...

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•06 Apr 2017 06:15

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...

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bearish•ZTO Express Cayman
•15 Mar 2017 09:35

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 fiveĀ largest express parcel delivery firms hasĀ completed a publicĀ listing: ZTO Express (ZTO US)Ā listed in...

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bearish•ZTO Express Cayman
•28 Feb 2017 07:29

First Take on ZTO Q4 Results:Ā 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....

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bearish•Alibaba
•20 Dec 2016 02:43

Chinese Logistics: Resist the Temptation to View Investment by Alibaba as a 'Stamp of Approval'

Why has Alibaba been investing in China's logistics sector?Where has Alibaba Group Holding Ltd (BABA US) been investing in China's logistics...

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