smartkarma
Posted - 4 days ago
$ZTO | ZTO Express Q324 Results: Shift in Strategy Leads to Lower Core Margins & FY24 Guidance Cut | AVOID
"ZTO's focus on price over volume share gains simply hasn't worked so far in 2024. Until management developts a path towards a return to profitable growth, we would AVOID its shares." - Daniel Hellberg (Tracking Traffic)
Read more: https://www.smartkarma.com/insights/zto-express-q324-results-shift-in-strategy-leads-to-lower-core-margins-fy24-guidance-cut-avoid
DonCorleone77
Posted - 4 days ago
$ZTO ZTO Express cuts FY24 parcel volume growth view to 11.6%-12.3% from 15%-18% The company states: "Based on current market and operating conditions, the Company revises its previously stated annual guidance. Parcel volume for 2024 is expected to be in the range of 33.7 billion to 33.9 billion, representing a 11.6% to 12.3% increase year over year." ZTO previously expected Parcel volume for 2024 to be in the range of 34.73 billion to 35.64 billion.
DonCorleone77
Posted - 4 days ago
$ZTO ZTO Express reports Q3 adjusted EBITDA $532.9M, up 8.7% from last year Reports Q3 revenue $1.52B, up 17.6% from last year. Parcel volume was 8,723 million, an increase of 15.9% from 7,523 million in the same period of 2023. Number of pickup/delivery outlets was over 31,000 as of September 30, 2024. Number of direct network partners was over 6,000 as of September 30, 2024. Mr. Meisong Lai, Founder, Chairman and Chief Executive Officer of ZTO, commented, "During the third quarter, ZTO maintained high quality of services and customer satisfaction, and achieved 8.72 billion of parcel volume and 2.39 billion of adjusted net income. Our retail volume increased by over 40% year over year for the quarter as we systematically improved cooperations with various ecommerce platforms for reverse logistics, remote area delivery and premium services. Our strategy to improve volume mix has generated very positive contributions to both revenue and operating margin."
DonCorleone77
Posted - 4 days ago
$ZTO ZTO Express options imply 5.8% move in share price post-earnings Pre-earnings options volume in ZTO Express is 3.4x normal with calls leading puts 10:1. Implied volatility suggests the market is anticipating a move near 5.8%, or $1.23, after results are released. Median move over the past eight quarters is 5.2%.
Stocktwits
Posted - 4 days ago
Today's top after hours earnings: 1) $POWL 2) $AZEK 3) $KEYS 4) $ZTO 5) $LZB
tradingcalendar
Posted - 4 days ago
Earnings reports today, after market close : $KEYS $ZTO $DLB
Life_of_trader
Posted - 4 days ago
Buy $ZTO on dips around $19, targeting a rise to $22 as demand for logistics services continues to grow in the e-commerce sector.
eWhispers
Posted - 5 days ago
#earnings after the close on November 19, 2024 https://www.earningswhispers.com/calendar $POWL $ZTO $AZEK $KEYS $DLB
tnguyen2
Posted - 1 week ago
$BABA $PDD $JD $BIDU $ZTO bullish until holidays shopping
ianc
Posted - 2 weeks ago
$ZTO Beware of Chinese companies listed outside China that make all their profits inside China. They can just cancel their listing and leave all their overseas shareholders high and dry. One that comes to mind is JQW plc listed on the AIM market in the UK.
DavyDaveCharts
Posted - 10/28/24
$ZTO wouldn't mind seeing this drop to 23, where it has a low of confluence for a strong pivot. It would fill the gap and tap the 100 DMA plus the converging anchored VWAPs.
WhisperNumber
Posted - 1 month ago
$UPS #earnings before open, the expectation from the WhisperNumber community is $1.69, 5c ahead of analyst estimates. Earnings came in $0.24 short of the whisper last quarter. 46% beat rate. Implied move +/-6.4%. https://www.whispernumber.com/options_earnings.jsp #options #trading $FDX $ZTO $EXPD
Avocado_smash
Posted - 1 month ago
$DDL $FUTU $HKD $LX $ZTO
FOMO tomorrow, watch Hangseng tonight
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
Avocado_smash
Posted - 1 month ago
$DDL $FUTU $HKD $LX $ZTO 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
Avocado_smash
Posted - 1 month ago
$DDL $FUTU $HKD $LX $ZTO 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
Avocado_smash
Posted - 09/30/24
$HKD $ZTO $LX $DDL $FUTU BB Expanding.
smartkarma
Posted - 09/30/24
$ZTO | Logistics Shift to Quality Amid Evolved Ecommerce Plans
"In 2H24, low-end couriers face shift towards quality logistics and O2O, with ZTO and Meituan best positioned and SFE most negatively affected" - Robert McKay (Blue Lotus Research Institute)
Read more: https://www.smartkarma.com/insights/logistics-shift-to-quality-amid-evolved-ecommerce-plans
smartkarma
Posted - 3 months ago
$ZTO | ZTO Express Q224 Results: Slow Top-Line Growth | Margin Compression in Core Express Business | AVOID
"ZTO's headline Q224 numbers look OK, but they don't paint an accurate picture of what's happening in the core express segment. We suggest investors avoid the shares for now." - Daniel Hellberg (Tracking Traffic)
Key Points:
* Headline numbers for ZTO in Q224 were +10% Revenue, +12% EBITDA
* But gross margin in core express segment fell, as did Operating Cash Flow
* ZTO left guidance unchanged for FY24; we recommend investors AVOID it
Read more: https://www.smartkarma.com/insights/zto-express-q224-results-slow-top-line-growth-margin-compression-in-core-express-business-avoid
Metal_Health
Posted - 3 months ago
$ZTO now I'm positive. Where did the death cross clowns disappear to? Bye shorts.
_DaddyDanii_
Posted - 3 months ago
$ZTO nice I’m ITM
cointagous
Posted - 3 months ago
$ZTO Flying high.
cointagous
Posted - 3 months ago
$ZTO Excellent qtr report. Only thing that might dampen the mood was the market share slipping 2 points but i like their strategy.
ToxicRick
Posted - 3 months ago
$ZTO
epsguid
Posted - 3 months ago
$ZTO reported earnings of $0.47 via @eWhispers http://eps.sh/d/zto
Stock_Titan
Posted - 3 months ago
$ZTO ZTO Reports Second Quarter 2024 Unaudited Financial Results
https://www.stocktitan.net/news/ZTO/zto-reports-second-quarter-2024-unaudited-financial-pe823emze7o1.html
ToxicRick
Posted - 3 months ago
$ZTO gimme the neeeeeews
ToxicRick
Posted - 3 months ago
$ZTO feeling
cubie
Posted - 3 months ago
@EBE_Day @Alvi722 @jenbunn @ollip @jargv @ribbey @kindness123 @tonyctl @judgeyoung @lukenight $bili almost as boring ash as $zto
Alvi722
Posted - 3 months ago
@cubie @jenbunn @ollip @jargv @EBE_Day @ribbey @kindness123 @tonyctl @judgeyoung @lukenight that’s sucks. I got 20c filled at .50 $ZTO