Sinotrans Limited (598 HK): Good Momentum of National Express Volume in May Is Positive
The good momentum of international express volume growth in China in May, with the growth rate improved to 31.4% YoY from 29.4% YoY in April, is...
279 Views
Sinotrans Limited (598 HK): Is the Market Too Bearish?
Sinotrans Limited H (598 HK) is obviously a counter-intuitive play amid the current US-China trade war. However, the company's exposure to US is...
650 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
307 Views
Riedel Bloomberg Interview Focuses on Best EM Opportunities Now and Outlook for 2019
David Riedel was interviewed on Bloomberg last Friday. The audio is attached here with elaboration on the points and specific, actionable...
839 Views
Quick Updates on Kerry Logistics Network, China Logistics Property, CJ Logistics Post 2017 Results
Kerry Logistics Network Ltd (636 HK), China Logistics Property Holdings Co Ltd (1589 HK), and CJ Logistics Corp (000120 KS) are three smaller...
224 Views