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ZTO Express Cayman (ZTO US)
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527
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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ZTO Express Cayman
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20 Nov 2024 09:39
ZTO Express Q324 Results: Shift in Strategy Leads to Lower Core Margins & FY24 Guidance Cut | AVOID
ZTO's focus on price over volume share gains simply hasn't worked so far in 2024. Until management developts a path towards a return to profitable...
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bullish
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ZTO Express Cayman
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01 Oct 2024 03:38
Logistics Shift to Quality Amid Evolved Ecommerce Plans
In 2H24, low-end couriers face shift towards quality logistics and O2O, with ZTO and Meituan best positioned and SFE most negatively affected
Blue Lotus Research Institute
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bearish
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ZTO Express Cayman
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24 May 2023 10:14
Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
In April, express volume shot up 36% against easy Y/Y comps, but ASPs deepened their recent decline. We believe pricing will continue to...
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bearish
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ZTO Express Cayman
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21 Aug 2024 23:20
ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
ZTO's headline Q224 numbers look OK, but they don't paint an accurate picture of what's happening in the core express segment. We suggest investors...
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bearish
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ZTO Express Cayman
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30 Jul 2024 11:10
Monthly Chinese Express Tracker | Strong June Volume | Weak Pricing and Intl | (July 2024)
In June, China's express delivery sector again reported strong volume growth, but weak unit pricing. Share performance reflects this dynamic, with...
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