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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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...
396 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....
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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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Where Is The Value in Chinese Express? We Compare ZTO, YTO, SF Express, & Preview Best Logistics IPO
Several weeks after its October IPO (and a fortnight after its maiden set of results) shares of Chinese express parcel carrier ZTO Express (ZTO US)...
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