Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US)Â paid US$800 mn increase its stake in money-losing logistics...
583 Views
J&T Global Express Q126 Parcel Volumes | Strong Growth, but Only Outside of China
J & T Global Express reported Q126 parcel volumes that showed strong growth in SE Asia and developing markets outside of East Asia, but modest...
240 Views
SF Intra (9699 HK) FY and H2 Results | Revenue Growth Slowed | Margins Got Thinner | AV Expansion?
The latest results from intra-city delivery specialist SF Intra show strong top-line growth, but thin margins. High labor costs are spurring the...
149 Views
More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
386 Views
SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
497 Views