Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao
A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...
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Asian E-Comm Logistics | Review of 2023 ECM and M&A Activity | Preview of 2024 Deals
In this insight readers can find a review of ECM and M&A activity in the Asian E-comm logistics space in 2023, plus a preview of potential...
621 Views
Monthly Chinese Express Tracker | Q3 Margins Battered By Price | More to Come in Q4 (November 2023)
Companies focused on China's domestic 'ground' express continued to experience price pressures in October. These pressures will continue in the...
548 Views
CaiNiao's FYQ2: Revenue +25% Y/Y, Led by Int'l | EBITA Margin Up, Too | Solid Showing Ahead of IPO
CaiNiao's FYQ2 revenue growth was solid, and core margins improved. The company has emerged as a vehicle for gaining access to Alibaba's...
620 Views
ZTO Express Q3: Margins Plunge Vs Q2 | Abandons Pursuit of Share Gains | Is There a New Strategy?
ZTO has long employed a strategy of market share gains it uses to offset declining unit prices. Under current depressed market conditions, it has...
589 Views