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ZTO Express: Still Lack Of Strategic Clarity - Maintain 'Hold'
ZTOZTO EXPRESS(ZTO) Seeking Alpha·2025-03-25 23:36

I am the co-founder and portfolio manager for a multi-family office with a focus on U.S and Asia markets. I have a bachelor's and master's degree in accounting and finance from one of the top programs in the U.S. I am a CFA Charterholder. Prior to starting on my own, I worked as an analyst at a U.S multi-billion dollar value fund for several years. During this period of time I covered both U.S and Asia equities with no market capitalization restrictions. The industries I am most familiar with are consumers, ...