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bearish
ZTO Express Cayman
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High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)
Equity Bottom-Up
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11 Jun 2018 00:09
This note is the second of a two-part report on ZTO Express (ZTO US) and its unique relationship with related party trucking vendor Tonglu Tongze...
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Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
11 Sep 2018
TRACKING TRAFFIC/Chinese Express & Logistics: July Express Prices All Over the Map, Market Unstable
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13 Aug 2018
High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)
11 Jun 2018
TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results
28 May 2018
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10 May 2018
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