bearish
TRACKING TRAFFIC/Chinese Express: May Volume Strong | Pricing Anemic | Value Capture Shrinking
434 Views18 Jun 2020 23:32
May parcel volume was strong, with overall volume increasing 41.1% YoY. Inter-city shipments -- which account for the majority of shipments --...
SUMMARY
(Sign Up to Access)Full Insight
(Paid Plans Only, 5-minute read)
Related Insights
More »- Monthly Chinese Express Tracker | Volume Firm, Price Benign | ZTO Under Pressure? (May 2025)
- Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
- Pre-IPO S.F. Holding (6936 HK) - Thoughts on Valuation and the Outlook
- SF Holdings A/H Listing - Lower End Looks Digestable
- SF Holding Pre-IPO: Deal Goes Live in HK, Company Hopes to Raise ~US$800 Mn, Less Than Anticipated
Trending Collections
More »Trending Insights
More »- Ohayo Japan | US-EU Trade Deal Struck
- GDS Holdings (9698 HK): Global Index Inclusion as Shorts Build Up
- [Japan M&A] Pacific Industrial (7250) MBO Officially Being Done Dirt Cheap
- Hyosung Heavy (298040 KS): Positioning Not Extreme as Index Inclusion Nears
- IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
Top Unpaywalled Insights
More »- [IO Technicals 2025/30] Iron Ore Rally Cools on Supply Surge, but Policy Hopes Keep Prices Afloat
- New Barbarians Podcast | Episode #029 | Recap & Reset: Macro Shifts, Ethereum's Spike, MicroStrat...
- Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up
- The Bunny Returns: Playboy’s Market Comeback
- HK Connect SOUTHBOUND Flows (To 18 July 2025); Volumes Strong, Net Buying Decent, Meituan Hot
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Second Listing or Re-Packaging Assets Won't Fix Problems Revealed by Best Inc's Weak Q2 Results18 Aug 2020
- Despite +48% Volume Growth, ZTO's Margins & Operating Cash Flow Fell Sharply in Q213 Aug 2020
- TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q220 Jul 2020
- TRACKING TRAFFIC/Chinese Express: May Volume Strong | Pricing Anemic | Value Capture Shrinking18 Jun 2020
- TRACKING TRAFFIC/Chinese Express: ASPs Fell 21-34% YoY in April on Competition, Growth of Low-End18 May 2020
- Four China-Listed Express Parcel Delivery Companies in Q120: Divergence Continues04 May 2020
- TRACKING TRAFFIC/Chinese Express: Volume Growth Recovers, but Not Pricing / SF Keeps Share Gains21 Apr 2020
x