ZTO: Positive On ZTO’s 2023 Outlook; As A Market Leader, It Will Benefit From China’s Reopen
|
March 10, 2023
|
ZTO will report 4Q22 results on March 15th after the markets close followed by an 8:30pm ET conference call. We are positive on ZTO’s 2023 outlook. We believe ZTO, among all the big logistics vendors in China, has the best operational efficiency. With its past investment, its capabilities of providing diversified and better priced services are unmatched by its peers. As such, ZTO is a market leader as well as a market consolidator, in our view. The Chinese government is determined to stimulate consumption with coupons and other measures. ZTO is well positioned to benefit from such stimulation.
T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.