ZTO Express - A Potential Portfolio Gem - Video

Summary

• ZTO is growing faster than the parcel delivery sector in China.
• The $1.4 billion from the IPO is being invested in growth through new hubs and infrastructure.
• The market is expected to grow at above 20% per year which makes ZTO relatively fairly or even cheaply priced.

Those who listened to the Berkshire Hathaway (BRK.B) (BRK.A) shareholder conference back in May may have heard Charlie Munger discuss the fact that there are many more buying opportunities in China (NYSEARCA: GXC) than in the U.S. (NYSEARCA: SPY). In line with such a statement I have rechecked my Chinese stock list and decided to make a short video analysis with commentary on the stocks I find interesting investments. One such investment is a growth company, ZTO express (NYSE: ZTO). Its valuation is similar to the one FedEx (NYSE: FDX) and UPS (NYSE: UPS) have but the growth is above 40% per year and expected to be above 20% for the foreseeable future. If you are interested, check my video analysis.

I have another 15 interesting Chinese stocks to discuss and analyze and many others from other parts of the world, so be sure to follow and subscribe not to miss on the upcoming emerging market stock video series.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.