Last-mile parcel carriers struggle while global express market is set for growth
The global express parcel market is set to see steady growth over the next four ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
This piece from Bloomberg offers a fascinating insight into China’s gargantuan food delivery market. “He’s a very scary person,” says one investor of Wang Xing, chief executive of Meituan, one of the largest players in China’s $35bn food delivery market. The strength of this market is illustrated by the fact that in the capital, it is often cheaper to order in than cook at home. What makes the market so interesting is not that it’s highly efficient – according to this piece, it isn’t – but rather the behind-the-scenes fighting between Wang’s Meituan and Jack Ma’s Alibaba. Such is the ferocity of the hostilities, that it more resembles Game of Thrones than the normally prosaic world of supply chains.
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