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Kerry Express Thailand (KEX TB)
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Industrials
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Thailand
Kerry Express Thailand is a parcel delivery provider in Thailand
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bearish
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J&T Global Express
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04 Oct 2023 09:41
J&T Global Express Pre-IPO, Part 5 | Analysis of H123 Performance | Updated EV Estimate US$9.1 Bn
In this insight we analyze the company's H123 performance in China and SE Asia, highlight growing competition from two larger players (SF,...
Tracking Traffic
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494 Views
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bullish
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S.F. Holding
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13 Sep 2023 09:51
SF Holdings A/H Listing - Recent Filing and Other Updates
SF Holding, China’s largest express delivery company, aims to raise around US$2-3bn in its H-share listing. In this note, we look at the recent...
Sumeet Singh
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430 Views
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bullish
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S.F. Holding
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21 Aug 2023 18:03
SF Holdings A/H Listing - Early Look - Front Running
The company has just filed its application prood for an H-share listing. As per media reports, it could look to raise up to US$3bn in its Hong Kong...
Sumeet Singh
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915 Views
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bearish
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ZTO Express Cayman
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22 Jun 2023 09:01
Monthly Express Tracker | ASPs Down Again | Volume Growth Moderates | J&T Express IPO | (June 2023)
In May, pricing weakened and volume growth moderated; we expect these two trends to hurt Q2 results. We also believe the planned J&T Global Express...
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bearish
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J&T Global Express
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21 Jun 2023 07:05
J&T Global Express IPO: The Bear Case
The key elements of the bear case rest on organic revenue decline in SEA/China, deteriorating contract liabilities, SEA margin pressure, high cash...
Arun George
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420 Views
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