TRACKING TRAFFIC/Chinese Express: Volume Growth Moderates | Pricing Stays Depressed
Recent strong volume growth moderated in November, and express industry revenue growth lagged the performance of leading eComm platforms....
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The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
173 Views
Kerry Express Thailand (KEX) IPO: Update on Valuation Range & Competitor Actions
We update our views of KEX's IPO valuation ahead of its late December listing. We also highlight the potential sale of a domestic competitor. We...
346 Views
Kerry Express Thailand IPO - Time for Delivery
Kerry Express Thailand aims to raise around up to US$277m in its Thailand IPO. The company is a subsidiary of Hong Kong listed Kerry Logistics and...
357 Views
TRACKING TRAFFIC/Chinese Express: Weak Q3 Results from ZTO & Best | Consolidation Pressures Gaining
October express data show -- once again -- strong parcel volume growth but very weak pricing. Margin pressure seen in Q3 results is adding to...
197 Views