bearish
TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group
457 Views24 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)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
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 »Loading
Trending Insights
More »- SK Square: Time to Take Profits + Why Are There Holdco Discounts in the First Place?
- KOSPI Size Indices: Overlaps Between Active & Passive Flows
- Johns Lyng (JLG AU): PEP's A$4/Share Offer Looks Light
- Ohayo Japan | Markets Climb as Nvidia, Bitcoin Soar
- SBI Possible US$3bn QIP - Will Be One of the Largest Fund Raisings in India, Last One Didn’t Do Well
Top Unpaywalled Insights
More »Loading
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- 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 Punch22 May 2023
- ZTO Express Q1 Results Surprise: Despite Lower Pricing, Margins Up Y/Y | Mgmt Raises Volume Guidance18 May 2023
- TRACKING TRAFFIC/Chinese Express: Volume Up Versus Weak Comp | Prices Down | Yunda Lags Group24 Apr 2023
- TRACKING TRAFFIC/Alibaba Logistics Arm CaiNiao May Seek HK IPO Soon03 Apr 2023
- TRACKING TRAFFIC: Chinese Express / No Signs of a Sharp Recovery in Jan-Feb Data20 Mar 2023
- ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles16 Mar 2023
x