JD.Com: Logistics Ops Spin-Off
Since JDH's listing, the stub has increased ~US$18.5bn., equivalent to ~12% of the market cap. The consensus target price is up around 8%. I would...
464 Views
Last Week in Event SPACE: Kerry Logistics, Sanken Electric, Vocus Comms, Toa Oil, ThaiBev, Sharp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
498 Views
Kerry Logistics (636 HK): SF Holdings' Pre-Conditional Partial Offer
Undisturbed is ~HK$16.92/sh, or $9.64/sh ex-SpecDiv. At HK$24.75, there are a lot of assumptions embedded. If public shareholders hold on b/c a...
813 Views
CJ Logistics: Still Lacking Focus, Still Unlikely to Reach 6,000+ EPS Any Time Soon
We check in on CJ Logistics, which appears to have pivoted away from its much-hyped international expansion plan from a few years ago. What hasn't...
327 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
505 Views