Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

USTR requested comments on potential exclusions of products of China subject to tariffs.
The largest exemption categories include Electrical equipment, electronic, mechanical equipment.
The household appliances have over 50% dependence on Chinese imports. 
This article combines the four tariff lists and identifies the goods most reliant on China, and consequently, potential beneficiaries of this Sino-US trade relaxation.

USTR requested comments on potential exclusions of products of China subject to tariffs.
The largest exemption categories include Electrical equipment, electronic, mechanical equipment.
The household appliances have over 50% dependence on Chinese imports. 
This article combines the four tariff lists and identifies the goods most reliant on China, and consequently, potential beneficiaries of this Sino-US trade relaxation.

China

Orient International Enterprise Ltd. provides import and export services and agency service for a variety of apparel manufacturers, including London Fog, Rifle, Calvin Klein, and Polo labels. The Company also invests in the biochemical business.

Orient International Enterprise, Ltd (600278 CH)

Shenzhen Feima International Supply Chain Co., Ltd. provides shipping, logistics and transportation consulting services.

Shenzhen Feima Intl Supply Chain (002210 CH)

Jiangsu Wanlin Modern Logistics Co Ltd is a logistics company.  The Company operates as a wood agency procurement business. Wanlin serves customers worldwide.

CTS International Logistics Corporation Limited provides cross-border integrated logistics services and supply chain trading businesses. The Company's cross-border integrated logistics services mainly include contracting and subcontracting international air and sea transport operations.

Cts International Logistics Corp (603128 CH)

Jiangsu Feiliks International Logistics Incorporated designs and provides services of supply chain management solutions. The Company mainly provides Vender Managed Inventory and Distribution Center service.

Jiangsu Feiliks International Logistics (300240 CH)

Shenzhen Prolto Supply Chain Management Company Limited delivers supply chain management services. The Company provides integrated supply chain solutions, logistics customs clearance, procurement fulfillment, and distribution fulfillment. Prolto is predominately engaged in the IT service field side of supply chain management.

Shanghai Ace Investment & Development Co., Ltd. operates as an investment holding company. The Company, through its subsidiaries, conducts supply chain logistics and supply chain executive trade businesses. Shanghai Ace Investment & Development provides services to customers in phosphorus chemical and non-ferrous metals industries.

Guangdong Yueyun Transportation Co Ltd provides logistics and expressway-related services. The Company offers services including planning, procurement, and logistics management of construction materials, operates expressway service zones, and development of toll collection facilities.

Guangdong Yueyun Transportation (3399 HK)

BEST Inc. offers logistics and supply chain management solutions. The Company provides express and freight delivery, inventory management, warehousing, financing, cross-border supply chain, merchandise sourcing, and value-added services. BEST serves customers worldwide.

Jiangsu Lianyungang Port Co., Ltd. mainly operates port and other related services including loading and unloading, storage, port equipment rentals and maintenance services.

Farglory F T Z Investment Holding Co.,Ltd. provides land, sea, and air transportation services, as well as operates air cargo terminal, forwarders building, value-added park, international logistics center, and enterprise business center.

SBS Holdings, Inc. provides integrated logistic services. The Company's services include one-stop marketing such as logistic consulting, logistic management and logistic development, special transportation, and low-temperature logistic. SBS Holdings also offers human resources and information technologies services.

Forward Air Corporation provides transportation services to air freight forwarders, air cargo carriers, and domestic and international airlines.  The Company also operates a truckload business that is an irregular route, high service-level carrier that transports a wide range of commodities in both interstate and intrastate commerce.

Kerry TJ Logistics Company Ltd. offers freight warehousing and delivery services.  The Company offers truck container transportation, international express delivery, valuables consignment and joint distribution services; and delivery services for Internet commerce, multi-level marketing, mail order and television shopping merchandise.

PostNL NV collects, transports, stores, sorts, and distributes letters, printed matter, parcels, documents, and freight items.  The Company provides mail and logistics services domestically and internationally.

bpost SA provides postal delivery services. The Company delivers mail, packages, and parcels, as well as offers direct marketing, market surveys, business databases, and document services.

CTT-Correios de Portugal SA provides commercial services. The Company offers multi-services platform including efficient postal delivery services, and financial services. CTT-Correios delivers letters and packages worldwide.

JWD Infologistics PCL is an information technology company. The Company focuses on maximizing the benefits of managing supply chains and fully integrated logistics solutions. JWD Infologistics operates in Southeast Asia

Singapore Post Limited is the national postal service provider in Singapore. The Company provides domestic and international postal and courier services including end-to-end integrated mail solutions covering data printing, letter-shopping, delivery and mailroom management, and others. Singapore Post also offers end-to-end e-commerce logistics solutions.

Allcargo Logistics Limited is a full service logistics company. The Company offers specialized logistics services across multimodal transport operations, container freight station operations and project and engineering solutions.

Shenzhen Easttop Supply Chain Management Co., Ltd. provides logistics services. The Company mainly offers procurement, multi-modal, warehousing, distribution, supply chain management, transportation, and other services. Shenzhen Easttop Supply Chain Management serves IT, medical, textiles, chemicals, machinery, and other industries worldwide.

Shenzhen Easttop Supply Chain (002889 CH)

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Shenzhen Easttop Supply Chain (002889 CH)

A Truce in Trade War?

USTR requested comments on potential exclusions of products of China subject to tariffs. We analyze the potential beneficiaries of this Sino-US...

Evelyn Zhang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)