After Battling J&T Global and Flash in Thailand's Express Market, KEX Shrinks, Then Delists
Under pressure on multiple fronts, Kerry Express Thailand recently delisted its shares after less than five years of life as a publicly-traded...
471 Views
Checking in With On-Demand Delivery Leader SF Intra-City (9699 HK) | Strong Growth, Thin Margins
SF Intra's H125 results give us some valuable insights into China's on-demand retail segment, which has shown strong growth in recent periods.
541 Views
Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?
As part of its June quarter earnings release last week, Alibaba effectively "demoted" logistics arm CaiNiao by pushing it into a new "Others"...
406 Views
ZTO Express Q225 Results: No 'Good', Just the 'Bad' and the 'Ugly'
ZTO reported a weak set of results for Q225, with margins and cash flow declining sharply. Management also cut FY25 volume growth targets. We...
282 Views
Monthly Chinese Express Tracker | Volume Firm, Price Benign | ZTO Under Pressure? (May 2025)
April volume and price trends were mostly benign, but the fact remains that most of China's express companies have struggled to differentiate their...
473 Views