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...
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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...
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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...
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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...
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Best Inc's Weak Q3 Results Spur 'Strategic Refocusing Plan', Retain BUY
Best Inc posted weak Q3 results, but the bigger story is a new strategic initiative that should make the company more attractive to a potential...
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