Yunda Holding

Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao

412 Views12 Dec 2023 08:08
A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related to Alibaba's transfer of its STO stake to CaiNiao.
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
(Paid Plans Only)