ZTO250117P26000
- 2.25
- 0.000.00%
ZTO Express Newsroom
ZTO Express (Cayman) Analyst Ratings
HSBC Downgrades ZTO Express(ZTO.US) to Hold Rating, Cuts Target Price to $20
【Brokerage Focus】Bank of America Securities: The overall growth of the Express Industry is consistent with high-frequency data.
Jinwu Financial News | Bank of America Securities released a research report indicating that in December, the package volumes of Zhongtong (ZTO), Yuantong (YTO), Yunda (Yunda), Shentong (STO), Jitu (J&T), Shunfeng (SF), JD.com Logistics (JDL), and Cainiao increased year-on-year by 18.6%, 23.5%, 18.9%, 31.7%, 30.9%, 19.5%, 40.1%, and 17.4%, respectively. The overall industry growth aligns with high-frequency data, and some companies, such as JD.com Logistics, Jitu Express, and Shentong, have seen an increase in market share compared to the previous year. In terms of year-on-year comparison, Shentong and Yuantong.
According to reports, the new stock of China's heavy truck autonomous driving technology startup Wincher Technology plans to go public in the United States within the year.
"Bloomberg" cited reports that Inceptio Technology, a developer of heavy truck autonomous driving technology in China, is researching the possibility of listing in the USA within this year, aiming to raise between 0.1 billion to 0.2 billion USD. According to the company's website, commercial trucks using Inceptio Technology have driven over 0.2 billion kilometers in the mainland as of last year, with clients including SF Express (06936.HK), ZTO EXPRESS-W (02057.HK), and Nestle. Inceptio Technology was founded in 2018, and its investors include Contemporary Amperex Technology, MEITUAN-W (03690.HK), and Sequoia Capital China.
Express News | Han Zheng met with elected Vice President Vance of the USA.
Express News | HSBC has downgraded the rating of ZTO Express (Cayman) Inc. Listed in Hong Kong to Hold, with a Target Price of 156 Hong Kong dollars.
Hong Kong stock Concept tracking | The express delivery industry in China continues to develop positively. The express delivery Sector is currently still in the undervalued Range (with related Concept stocks attached).
The State Post Bureau: In December 2024, China's Express Development Index is 469.8, an increase of 17.2% year-on-year.
*HSBC Research downgraded ZTO Express (02057.HK) to a 'Hold' rating and lowered the target price to 156 yuan.
*HSBC Research downgraded ZTO Express (02057.HK) to a 'Hold' rating and lowered the target price to 156 yuan.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
On Friday, another wave of funds is betting on Call Options for China's Stocks ETF.
Industry insiders noted that investors are significantly buying Call Options for the iShares China Large Cap ETF (FXI) that expires next weekend, corresponding to the purchase of 4 million shares under the options contracts. The related ETF saw a substantial rise on Friday, achieving the largest single-day increase in over a month.
People's Daily: Promote greater progress in China-U.S. relations from a new starting point.
The river of history flows incessantly, and often only a few steps are crucial. Grasping and handling the bilateral relationship from a Global Strategy perspective and long-term view will bring more certainty to a turbulent world.
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.
Express News | The express delivery industry is experiencing a peak season for sending New Year's goods, with a daily average exceeding 0.67 billion packages.
Quick look at the Hong Kong market | The three major Indices have risen for 4 consecutive days! The Semiconductors and Communication Equipment Sectors performed strongly, with Semiconductor Manufacturing International Corporation rising over 9% and ZTE in
Network Technology stocks rose, with JD-SW up 4.71% and NTES-S down 2.04%; Building Materials stocks went up, with SK TARGET down 18.10% and WESTCHINACEMENT up 4.79%; Nonferrous Metals stocks performed well, with CHINAHONGQIAO up 5.14% and CMOC Group Limited up 3.00%.
Stock market movement | ZTO EXPRESS-W (02057) surged nearly 4% during trading, completing an annual Business volume of 34 billion pieces. The pricing strategy can be implemented nationwide after the Spring Festival.
ZTO EXPRESS-W (02057) rose nearly 4% during the session, as of the time of writing, it rose 3.15% to 150.6 Hong Kong dollars, with a trading volume of 98.816 million Hong Kong dollars.
The National Bureau of Statistics: In 2024, the total domestic product will be 134,908.4 billion yuan, with a growth of 5.0% compared to the previous year.
Looking at it by quarters, the gross domestic product grew by 5.3% year-on-year in the first quarter, 4.7% in the second quarter, 4.6% in the third quarter, and 5.4% in the fourth quarter. In terms of quarter-on-quarter, the gross domestic product grew by 1.6% in the fourth quarter.
The once "profit king" of express delivery can no longer roll in profits.
Where is the way out.
ZTO Express Maintains Share Structure With Recent Repurchases
Goldman Sachs lists the theme portfolio of "Shareholder Returns" for Chinese state-owned enterprises (table).
Goldman Sachs released a market strategy report for China this year, listing the theme portfolio of "Shareholder Returns" for Chinese stocks: (1) Stable cash cow stocks: Industrial and Commercial Bank of China (01398.HK), Bank of China (03988.HK), China Merchants Bank (03968.HK), PICC P&C (02328.HK), Kweichow Moutai (600519.SH), Midea Group Co., Ltd (000333.SZ), Huaneng Lancang River Hydropower Inc. (600025.SH), CGN Power Co.,Ltd. (003816.SZ), Daqin Railway (601006.SH), Bank Of Beijing (601169.SH), Citic Pacific Special Steel Group (000708.SZ) Star.
Repurchase collection on January 10 | TENCENT, AIA and others have repurchased, among which TENCENT spent 1.501 billion HKD.
According to the document disclosed by HKEX on January 13, shares were repurchased from TENCENT (00700.HK), AIA (01299.HK), and others. ① TENCENT (00700.HK) repurchased 4.01 million ordinary shares on January 10, involving an amount of 1.501 billion HKD, with a repurchase price ranging from 379.2 HKD to 370.2 HKD per share. Since the repurchase authorization resolution, the total number of securities repurchased is 0.251 billion shares, accounting for 2.669% of the total outstanding shares at the time the ordinary resolution was passed. ② AIA (01299.HK) on