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ZTO Express Cayman (ZTO US)
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542
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China
ZTO Express (Cayman) Inc. operates as an express delivery company. The Company provides express delivery service through their nationwide network, as well as other value-added logistics services. ZTO Express serves customers globally.
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bearish
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J&T Global Express
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29 Apr 2024 11:29
J&T Global Express IPO Lock-Up Expiry - Tiny Float with 87%+ Stake Lockup Release Worth >US$8.8bn
J&T Global Express' IPO linked lockup expired over the weeked. The stock has been correcting over the past few weeks, especially with the CCASS...
Sumeet Singh
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745 Views
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bullish
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Full Truck Alliance
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11 Mar 2024 10:58
Full Truck Alliance: Strong Q423 Results | Solid Q124 Guidance | Cheap at 14x Consensus '24 EPS
Strong Q4 results from Full Truck Alliance, and growth in all the right places. Guidance for Q1 suggests no slowdown in early '24, and shares are...
Tracking Traffic
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473 Views
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bullish
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Cainiao Smart Logistics Network
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01 Nov 2023 09:15
Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
Tracking Traffic
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375 Views
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bullish
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J&T Global Express
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04 Oct 2023 12:13
J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
We're pulling this insight out of the archives in light of J&T's updated filing and its decision to begin pushing forward with its IPO in Hong Kong...
Tracking Traffic
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908 Views
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bullish
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S.F. Holding
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03 Aug 2023 11:14
Bifurcated Chinese Express Market Developing
We will write more about SF Holding soon as the company prepares to seek a secondary listing in Hong Kong. But we believe some of the themes we...
Daniel Hellberg
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