TRACKING TRAFFIC/Chinese Express: ZTO HK Listing | August Pricing Still Weak | KEX IPO in Bangkok
Big news is ZTO Express (ZTO US) launching
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Hong Kong Buybacks League Table: IGG, Fosun Intl, Kerry Logistics
Hong Kong Exchange publishes share repurchases by listed companies on a daily basis. In our weekly note, we will provide statistics on top...
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China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
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Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
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Li & Fung Scheme Document, Silchester's Vote
Li & Fung Ltd (494 HK) is a 114-year-old global merchandise supply chain manager. On 20 March, it announced a privatisation bid of HK$1.25 per...
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