J&T Global Express H224 Results: Levers That Drove Earlier Improvement Are Losing Power
J&T Global's H224 earnings appear solid on the surface, but a closer look reveals that drivers of the company's improved profitability in recent...
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JD Logistics Q424 Earnings: Taobao / Tmall Access Fails to Generate Expected Benefits
JD Logistics' Q424 results showed no benefit from almost a full quarter's worth of access to Alibaba's Taobao / Tmall platforms. We believe...
504 Views
Monthly Chinese Express Tracker: Fight For Parcel Volume Share Heated Up in Q424 (January 2025)
Although Chinese domestic express pricing has moderated in recent months, the main players in this sector continue to battle one another for...
858 Views
ZTO FY24 & J&T Global Q424 Volume Growth Rates Suggest Painful Price-Volume Tradeoffs Continue
Early Q424 reports from J&T Global and ZTO Express suggest that the former company is still using price to take volume share. Meanwhile, ZTO's sub...
597 Views
Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
784 Views