The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
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: 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.
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Kerry Express Thailand IPO Trading - Delivering a Christmas Present
Kerry Express Thailand (KEX TB) raised around US$277m in its IPO. Given its brand recognition, strong investor backing and sole way to play the e...
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China Logistics: Key Beneficiaries of China's Greater Bay Area Postal and Express Development
China's support of postal and express industry development in the Greater Bay Area has positive implications on many logistics companies. We...
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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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