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ZTO Express Cayman (ZTO US)
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541
Analysis
Industrials
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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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15 Jan 2025 07:58
ZTO FY24 & J&T Global Q424 Volume Growth Rates Suggest Painful Price-Volume Tradeoffs Continue
Early Q424 reports from J&T Global and ZTO Express suggest that the former company is still using price to take volume share. Meanwhile, ZTO's sub...
Tracking Traffic
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278 Views
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bullish
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Thematic (Sector/Industry)
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13 Jan 2025 09:00
Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent's Inclusion and Exclusion from US Sanctions
Tencent's impact from CML and NML are short-term. Strong service start to 2025 showed promise. NetEase's games exceed expectations with promising...
Blue Lotus Research Institute
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211 Views
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bullish
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SHEIN
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13 Jan 2025 08:06
Poor Performance Before UK Lawmakers Is SHEIN's Latest Stumble on Journey To London (Or HK?) IPO
Sharp questions about SHEIN's supply chains and a competing product from US ecomm giant Amazon should be added to the growing list of challenges...
Tracking Traffic
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379 Views
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bullish
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Thematic (Sector/Industry)
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06 Jan 2025 09:00
China Growth Equity Weekly Wrap (1/2025): Xiaomi, JD, BABA, TRIP, ATAT, CATL, BYD, BEKE, Luckin, BZ
Inclusion of smartphones in trade-in subsidy boosts growth for JD and Xiaomi, while China signals retaliation in trade war with US. Good signs for...
Blue Lotus Research Institute
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300 Views
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bullish
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S.F. Holding
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01 Jan 2025 00:58
Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
Tracking Traffic
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524 Views
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