Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
432 Views
Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...
414 Views
JD.com Reveals JD Logistics Progress & Plan to Create a 'Mini GLP' Using Its China Warehouse Assets
When Jd.Com Inc (Adr) (JD US) reported Q218 earnings on August 16th, we were watching closely to see whether the company revealed any information...
562 Views
TRACKING TRAFFIC/Chinese Express & Logistics: July Express Prices All Over the Map, Market Unstable
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
408 Views