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Kerry Express Thailand (KEX TB)
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106
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Industrials
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Thailand
Kerry Express Thailand is a parcel delivery provider in Thailand
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bullish
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China Traditional Chinese Medicine
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24 Feb 2024 20:00
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Boral, CSR, Ansarada, TCM, Snow Peak, Azure Min, Genetron
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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383 Views
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bullish
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Altium Ltd
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17 Feb 2024 20:00
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Altium, Ansarada, Roland DG, Welbe, Orecorp, Vinda
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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389 Views
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bullish
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Lawson Inc
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11 Feb 2024 07:00
Last Week in Event SPACE: Mitsui Fudosan/Oriental Land, Giordano, JSR, Pasona, Lawson, L'Occitane
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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576 Views
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bullish
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Benefit One Inc
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10 Feb 2024 20:00
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Silver Lake, Ssangyong Cement, Vinda, Benefit One, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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490 Views
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bullish
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Kerry Logistics Network
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07 Feb 2024 13:48
Kerry Express (KEX TB)'s MTO Update
KLN is inexpensive at a trailing 3.2x PER for its stub ops - ex-KET. The five-year average is 6.7x (incl KET). KLN is up 15% since the in-specie...
David Blennerhassett
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258 Views
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