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...
314 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...
513 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 fiveĀ largest express parcel delivery firms hasĀ completed a publicĀ listing: ZTO Express (ZTO US)Ā listed in...
340 Views
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....
390 Views
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...
552 Views