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ZTO Express Cayman (ZTO US)
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463
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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bullish
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ZTO Express Cayman
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18 May 2023 23:49
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Broker
ZTO Express (ZTO US) – Best of both worlds
Most importantly, ZTO revises up the full year parcel volume growth target to 20-24% YoY (up from 18-22% in Mar), implying 1.5ppt (YoY) potential...
CMB International
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bullish
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ZTO Express Cayman
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18 May 2023 19:41
[ZTO Express (ZTO US, BUY, TP US$38) TP Change]: Margin Improves While Capex Intensity Nears Peak
Margin beat as parcel cost was (8%) vs. our est., we suggest also due to (1) parcel mix improvements, (2) output-based pay, and (3) lower % of KA...
Blue Lotus Research Institute
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bearish
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ZTO Express Cayman
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18 May 2023 09:56
ZTO Express Q1 Results Surprise: Despite Lower Pricing, Margins Up Y/Y | Mgmt Raises Volume Guidance
ZTO's Q1 results showed strong volume growth, but also weaker unit pricing and a lack of control over SG&A expenses. We retain our negative view on...
Tracking Traffic
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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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390 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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