[Blue Lotus Daily]:BEKE US/BZ US/3690 HK/TCOM US/ATAT US/ZTO US/ BABA US/VIPS US
Property transactions in the US remained strong in November, with accelerated growth in the final week. Manufacturing PMI slightly exceeds...
278 Views
SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
429 Views
[Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US
Tesla reduces Model Y price, Starbucks considers selling China business, ZTO sees 33.6% increase in parcel delivery volume.
270 Views
Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
October parcel volume growth improved, but price data was mixed. The biggest news in the sector came from ZTO (weak Q3 numbers) and SF Holding (HK...
617 Views
CaiNiao Q2FY: Pressure on Profitability Has Intensified | X-Border Competition the Likely Culprit
Alibaba's September financial report showed weak results from its logistics affiliate CaiNiao. What insights into Chinese X-border retail can we...
536 Views