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Kerry Logistics Network (636 HK)
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162
Analysis
Industrials
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Hong Kong
Kerry Logistics Network Limited provides logistics services in Asia and internationally. The Company offers integrated logistics services, as well as leases warehousing space in Hong Kong and provides international freight forwarding services.
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bullish
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Thematic (Sector/Industry)
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11 May 2020 08:44
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...
Osbert Tang, CFA
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208 Views
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bullish
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Beijing Capital International Airport (BCIA)
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28 Apr 2020 10:23
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...
Tracking Traffic
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317 Views
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bearish
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Li & Fung Ltd
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20 Apr 2020 17:44
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...
Arun George
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347 Views
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bullish
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BTS Group Holdings
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17 Jul 2019 12:51
Snippets #24: Kerry's Thai IPO, SCB Re-Arranges Its Portfolio
In this month, we identified five interesting news flows/developments in Thailand: Kerry's IPO plans. The package delivery giant based in HK may...
Athaporn Arayasantiparb, CFA
524 Views
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bullish
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Nexon
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26 May 2019 09:20
Last Week in Event SPACE: Nexon, Netmarble, Nissan/Renault, Lynas, Harbin, Kosaido, Circor, Ayala
Last Week in Event SPACE ... As Nexon Co Ltd (3659 JP)'s soap opera-esque "updates" on the control-change plod on, the "certainty" on this...
David Blennerhassett
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526 Views
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