CJ O Shopping & CJ E&M Merger Summary
CJ O Shopping Co Ltd (035760 KS) and CJ E&M Corp (130960 KS) said in their respective regulatory filings that they would merge with each other....
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2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
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CJ Logistics: Still No Signs of Hoped-For Synergies from Acquisitions, Retaining Negative View
When we first wrote about CJ Logistics (aka CJ Korea Express Corp (000120 KS)) here at Smartkarma last June (see Why CJ Logistics Won’t Likely...
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Kerry Logistics Network: Still Struggling to Convert Revenue Growth into Higher Profits in H1
Last week Kerry Logistics Network Ltd (636 HK) reported a disappointing set of H1 results that reinforce our growing concerns about its lack of...
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CJ Logistics Q2 Results Disappoint, 2017-18 Earnings Estimates Need to Come Down Further
CJ Korea Express Corp (000120 KS) just reported a disappointing set of Q2 results that show solid top-line growth but continued margin erosion....
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