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ZTO Express Newsroom
ZTO Express Stock Plunges 19.5% in 6 Months: Should You Buy the Dip?
ZTO Express Expands With Strategic Property Acquisition
Express News | ZTO Express (Cayman) - Unit to Acquire Properties in Hangzhou City, Zhejiang Province
Express News | ZTO Express (Cayman) - Total Deal for RMB179.7 Mln
Express News | Connected Transaction -- Acquisition of Properties
8 Industrials Stocks Whale Activity In Today's Session
Guolian Securities: 'November 11 shopping festival-related' e-commerce promotion in advance drives up the volume and price of Tongda Express.
Due to the earlier start of this year's november 11 shopping festival-related, the national scale express delivery business volume in October was 16.31 billion items, a year-on-year increase of 24.0%.
[Brokerage Focus] swhy maintains a "buy" rating on zto express (02057), indicating that there is still significant room for valuation compared to comparable companies.
Jinwu Financial News | SWHY issued a research report stating that zto express (02057) achieved revenue of 10.675 billion yuan in the third quarter, a year-on-year increase of 17.6%; adjusted net income was 2.39 billion yuan, a year-on-year increase of 2.0%. In the third quarter, the price competition during the off-season was relatively intense, and combined with the company's global strategy adjustments, the performance was slightly below expectations. According to the company's announcement, for the third quarter, the cost per ticket for distribution was 0.25 yuan/ticket, a year-on-year decrease of 0.02 yuan; the transportation cost per ticket was 0.39 yuan/ticket, a year-on-year decrease of 0.04 yuan, with a core cost reduction of 0.06 yuan. The company's operational efficiency continues to be released.
Capital flow statistics of the Shenzhen-Hong Kong Stock Connect (T+2) | November 25
Zhitong Hong Kong Stock Connect capital trend | November 25
Returns At ZTO Express (Cayman) (NYSE:ZTO) Are On The Way Up
US MOVERS&SHAKERS Nov 18-Nov 22, 2024
【Brokerage Focus】jpmorgan indicates that the trend of reverse logistics is becoming increasingly important, and the competitive landscape in the logistics field is being reshaped.
JPMorgan released a research report, stating that during the november 11 shopping festival-related period, China's express parcel volume reached a record high, with a year-on-year growth of 25%, while pricing trends remained stable. The e-commerce market is entering a new phase, with competition expected to be more moderate by 2025. Traditional platforms like Taobao / Tmall and jd.com maintain stable market positions, while pdd holdings continues to grow by offering high-cost-effective commodities. The report further points out that data for October shows that e-commerce growth benefited from stimulus policies and an early start to november 11 shopping festival, with online retail sales increasing by 10% year-on-year and home appliance sales increasing by 39%. Industry data shows parcel volumes, physical commodities.
Hong Kong stock concept tracking | Promoting stable growth in foreign trade releases another "combination punch", the cross-border e-commerce industry welcomes bullish news (including concept stocks).
On November 21, the Ministry of Commerce issued a notice on several policy measures to promote stable growth of foreign trade. It pointed out the need to strengthen financing support for foreign trade enterprises.
ZTO Express (Cayman), Inc. Class A (2057) Receives a Buy From Jefferies
Major bank rating | Daiwa: Downgraded zto express target price to HKD 195, reaffirmed 'buy' rating.
Daiwa released research reports indicating that ZTO Express has lowered its full-year parcel volume growth guidance for this year from a range of 15% to 18% to a range of 11.6% to 12.3%, believing it is due to the strong growth of low stock price parcels. Daiwa believes that ZTO's market share declined year-on-year in the last quarter, coupled with abundant capacity. Looking ahead to next year, the focus can be more on increasing parcel volume and market share, along with expected cost reductions. It is predicted that the annual profit growth rate from 2025 to 2026 can reach double-digit percentage points. Daiwa has lowered ZTO Express's listed in Hong Kong target price from 210 Hong Kong dollars to 195 Hong Kong dollars, reiterating a 'buy' rating, maintaining the forecast of full-year profit reaching 102.8.
ZTO Express (Cayman) Inc (ZTO) Q3 2024 Earnings Call Highlights: Strong Parcel Growth and ...
Credit rating of Citibank: UBS：downgrades zto express target price to HK$188.28, third-quarter parcel volume growth rate lower than expected.
Lyon released a report stating that zto express's parcel volume in the third quarter only increased by 16% year-on-year, continuing to be lower than the overall market growth of 20% and below expectations. The management aims to increase market share next year while maintaining a reasonable profit, which the bank believes to be the right decision as economies of scale remain the most important element for logistics companies. Lyon mentioned that although they are optimistic about the company's stable profit per unit in the fourth quarter, due to intense market competition, the company's earnings per share forecast for 2024 to 2026 has been respectively reduced by 7.9%, 13.5%, and 19.1%, with the target price lowered from 223.43 Hong Kong dollars to 18.
【Brokerage Focus】CITIC International has reduced zto express (02057) to HKD 271, but still maintains a positive outlook on the strategy of prioritizing profits.
Jinwu Financial News | CMB International issued a research report indicating that zto express (02057) EBITDA increased by 17% year-on-year to 2.8 billion yuan, meeting expectations. Although the net income for Q3 2024 only grew by 1% year-on-year to 2.46 billion yuan, this was mainly due to a high baseline caused by a one-time tax refund in Q3 2023. Despite price competition in the industry, zto's gross profit per ticket in Q3 2024 still increased by 6.5% year-on-year to 0.38 yuan/ticket. ZTO has lowered its annual package volume growth guidance to 11.6-12.3% (from 15-18% in August), indicating a 7% growth in Q4 2024.
citic sec: The resilience and increased penetration of consumer spending accelerate the growth of e-commerce in the usa. Remain bullish on leading e-commerce companies.
In Q2 2024, the total e-commerce sales in the usa reached 282.3 billion dollars (up 6.6% year-on-year), with a penetration rate of 19.6% (up 1.8 percentage points year-on-year), of which csi sws food & beverage, groceries, electronics and home appliances, and non-store retailers grew by 8.0%/ 12.7%/ 7.9%/ 7.2% year-on-year.
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