DVZ radar: DHL Express awaits the next e-commerce star
It is all about networking
The sheer size of China’s logistics sector supporting its e-commerce market continues to raise eyebrows. The recent acquisition of a 10% stake in e-commerce fulfilment provider ZTO Express by Alibaba and Cainiao was worth a whopping $1.4bn. In this Logistics Trends & Insights blog, analyst Cathy Roberson goes behind the headline numbers to unpick the details of the deal and finds that it is actually ZTO’s international freight forwarding arm – acquired as recently as last year – which may offer Alibaba the greatest strategic potential. She says: “This acquisition could not only give ZTO Express a leg up on international deliveries it can also provide Alibaba and Cainiao a means of keeping packages within its network a little longer and ensure international capacity, perhaps at a more agreeable rate as negotiated by the forwarder, China Oriental Express.”
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
email: [email protected]
mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
email: [email protected]
Alessandro Pasetti
email: [email protected]
mobile: +44 7402 255 512
Comment on this article