SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creationĀ of data-driven logistics firm čéøē½č·Æ (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
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Media Reports: Alibaba-Backed Chinese 'Robovan' Maker Zelos Tech to Seek HK IPO, Could Raise US$600M
Chinese autonomous 'robovan' maker Zelos may soon seek an IPO in Hong Kong, according to recent media reports. We believe Zelos, an AV 'pure play',...
493 Views
Monthly Chinese Express Tracker | March and Q126 Data From Four China-Listed Firms? All Over the Map
The four China-listed express companies reported oddly divergent numbers again in March. Overall, it appears parcel volume for this group grew at...
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Solid FY25 Results from J & T Global Express | All Lines of Business Profitable
J & T Global Express reported a solid set of FY25 results earlier this week. We admit we were surprised to see New Markets and X-Border both turn...
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Monthly Chinese Express Tracker | Sluggish < 8% Volume Growth YTD from Four China-Listed Companies
Combined January-February parcel volume grew by <8%, continuing the trend of sub-10% growth seen in Q425. Under these conditions it will be...
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