Alibaba Anti-Trust Probe Could Slow Growth of Chinese Express Companies, Add to M&A Pressures
New scrutiny from regulators on Alibaba could result in increased financial pressures on the logistics firms linked to the eCommerce giant.
394 Views
Kerry Express Thailand: Just One Day Into Public Life, KEX Suddenly Looks Expensive
After it jumped by 83% to 51.25 baht per share in its trading debut, it's suddenly much tougher to argue that KEX is attractively priced versus peers.
648 Views
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....
293 Views
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...
185 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...
360 Views