Best Inc.: Q118 Shows Booming Sales, More Losses, Still Net Cash
Q118 results from BEST Inc (BSTI US) look a lot like the company's other two quarterly releases it has put out since listing in September 2017:...
419 Views
5 Takeaways from ZTO's Q1 Results & Call: Revenue Growth Beats, But Margins, ASPs, Cash Flow Suffer
ZTO Express (ZTO US), one of China's leading express parcel delivery companies, reported mixed results on Wednesday evening after the US market...
275 Views
Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
547 Views
Alibaba's FYQ4 Result & What It Says About Chinese Express & Logistics; An IPO for CaiNiao Network?
Plowing through Alibaba Group Holding Ltd (BABA US)'s lengthy and detailed FYQ4 financial release to learn about the performance of its logistics...
307 Views
What's Wrong with ZTO? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
295 Views