bullish
Bifurcated Chinese Express Market Developing
Growth of low end driven by Pinduoduo
The growth of Pinduoduo (PDD US) has spurred growth in China’s express market over the last two years,...
795 Views26 Nov 2019 22:08
Boomeranged on Thu, 3 Aug 2023 11:14
We will write more about SF Holding soon as the company prepares to seek a secondary listing in Hong Kong. But we believe some of the themes we identified in this note from a few years ago still bear watching.
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- TRACKING TRAFFIC/Chinese Express: December & Q4 Numbers Confirm Sharp Shift in Express Market Share20 Jan 2020
- SF Holding Rapidly Gaining Share in China's Domestic Express Market13 Jan 2020
- Best Inc. 3Q19: Express Segment a Drag, Revenue Guidance Cut, Retain Hold04 Dec 2019
- Bifurcated Chinese Express Market Developing26 Nov 2019
- 2Q19 Chinese Express: Little to Show for Big Volume Share Gains18 Sep 2019
- TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)27 Jun 2019
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