Sign in with Google. Opens in new tab
bearish
High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 1/2)
241 Views11 Jun 2018 00:07
In recent months, and in particular after the release of surprisingly strong Q118 results on May 9th, we have become more concerned about the murky...
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 11-minute read)
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Nikkei 225 Index Rebalance: Rohm (6963) To Replace NTT Data Group (9613)
- StubWorld: Melco (200 HK) Needs To Fall
- EB Event Trade Setup: HD KSOE Lining up a New Deal with HD Hyundai Heavy as the Underlying
- Japan Activist Watch | Square Enix, DaitoTrust, Iriso & INES
- Lotte Corp Sells 145 Billion Won Worth of Treasury Shares to Lotte Moolsan - Negative Governance
Top Unpaywalled Insights
More »- "The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted
- The New OS for Quant Finance: OpenBB, AI Agents & the Death of Legacy Terminals | New Barbarians ...
- Curator's Cut: Building Materials Moves, Benchmarking Gold Miners & Semaglutide in India and Japan
- [IO Technicals 2025/25] Bearish Momentum Strengthens
- VEON (VEON US): Launches Third Phase of Share Buyback Program After Share Pullback
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Ascendas Reit's U.K. Deal Juxtaposes Regional Markets for Last Mile Industrial Real Estate28 Jul 2018
- TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux25 Jul 2018
- TRACKING TRAFFIC/Chinese Express & Logistics: May ASPs Down | Last-Mile CapEx Plan | ZTO Shenanigans26 Jun 2018
- TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results28 May 2018
- 5 Takeaways from ZTO's Q1 Results & Call: Revenue Growth Beats, But Margins, ASPs, Cash Flow Suffer10 May 2018
- Relationship Between ZTO and Its Vendor Tonglu Tongze Remains Alarmingly Murky04 May 2017
x