Sinotrans - Valuable Exposure to China's ECommerce Boom and Logistics Demand
Sinotrans is China’s largest third-party logistics company and ranks eighth in the world Sinotrans is well positioned to benefit from increased...
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Best Logistics Technologies Reportedly Prepares for $1bn+ IPO
The Wall Street Journal, citing anonymous sources, reported on Tuesday morning (NYC time) that Alibaba Group Holding Ltd (BABA US)-backed Best...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
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Kerry Logistics Network: An Attractively Diverse Portfolio...Or Just Maddeningly Unfocused?
OverviewFor a stock that seemingly has a lot going for it -- attractive valuations, exposure to Chinese domestic logistics, overwhelmingly positive...
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