ZTO Preview: Q1 Results from China-Listed Express Companies Show Slower Sales Growth, Lower Margins
ZTO Express (ZTO US) will report its Q1 (March) results on Wednesday, May 17th after the close in New York. Although ZTO's ADSs have rallied...
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Relationship Between ZTO and Its Vendor Tonglu Tongze Remains Alarmingly Murky
After ZTO Express (ZTO US)'s months-long IPO process last Fall, and after the subsequent release of two sets of quarterly financial results and its...
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Weak Express Growth, Rising Fuel Costs: Our "Pessimistic" ZTO Numbers Increasingly Look "Best-Case"
We have been arguing for months that 2017 consensus Sales and EPS estimates for ZTO Express (ZTO US) -- mostly from analysts who worked on the...
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Amazon's New China Logistics Bid: A Threat to BABA's 'CaiNiao', Caps Express Growth, Boosts GLP
Overnight the Financial Times published a story about a new Chinese venture from Amazon.Com Inc (AMZN US) called 'Amazon Logistics+'. We have...
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ZTO EXPRESS: Damaged Goods. Downgrade Risks Rise
When ZTO Express (ZTO US) listed on the New York Stock Exchange (NYSE) in October last year, investors bought into a well-packaged story, leveraged...
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