Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
bearish
ZTO Express Cayman
Watchlist
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
Equity Bottom-Up
460 Views
24 Apr 2023 00:58
In March, Chinese express industry volume was up 22.7% Y/Y against easy comps, but ASPs declined the most since February 2022. We still believe ZTO will struggle to reach volume goals in 2023.
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »
ZTO Express (ZTO US/2057 HK) - 1Q25 Earnings Below Expectation...
Monthly Chinese Express Tracker | March, Q125 Growth Solid | But Shares Lag Alibaba (April 2025)
Q424 ZTO Express Results & FY25 Guidance: Revenue Growth & Margin Better, But OpCF Shrinking; AVOID
ZTO Express (ZTO US/2057 HK) - Shifting Back to Volume Growth Strategy
Monthly Chinese Express Tracker: Fight For Parcel Volume Share Heated Up in Q424 (January 2025)
Trending Collections
More »
Index Rebalance
Event-Driven
Equity Bottom-Up
Sell / Short Ideas
US ECM
Unpaywalled Insights
Japan
ASEAN
Equity Capital Markets (ECM)
South Korea
Trending Insights
More »
Solactive Global Uranium & Nuclear Components Index Rebalance: Two Adds & US$1.4bn Trade
[Japan Activism/M&A] Hogy Medical (3593) Reportedly Up For Auction - Totally Unsurprising
Nikkei 225 Index Rebalance Preview (Sep 2025): Potential Adds, Deletes, PAF, Capping & Other Changes
[Japan LolWut?] Ikuyo (7273) Says "Iku Yo!" - Bitcoin, M&A, Weirdness, More
GF Securities (1776 HK): Global Index Inclusion as Sector Rallies
Top Unpaywalled Insights
More »
Bond Market Monitor: Thailand Unsmiled
Indian Banking’s Longest-Serving, Highest-Paid HR-Head Quits IndusInd Bank
[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
Discussions
(Paid Plans Only)
Price Chart
(Sign Up to Access)
Insight Stream
Monthly Express Tracker | Prices Continue to Slide | Volume Pops | (May 2023)
24 May 2023
Chinese Express Consolidation? Lesser Players Battered for Years, But Still No Knockout Punch
22 May 2023
ZTO Express Q1 Results Surprise: Despite Lower Pricing, Margins Up Y/Y | Mgmt Raises Volume Guidance
18 May 2023
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
24 Apr 2023
TRACKING TRAFFIC/Alibaba Logistics Arm CaiNiao May Seek HK IPO Soon
03 Apr 2023
TRACKING TRAFFIC: Chinese Express / No Signs of a Sharp Recovery in Jan-Feb Data
20 Mar 2023
ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles
16 Mar 2023
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.55.4
x