CJ Logistics (000120 KS/Buy)Outstanding Cost Competitiveness
For 3Q25, CJ Logistics posted revenue of W3.07tr (+3.1% YoY). Contract logistics revenue grew 12.1% YoY, driven by revenue from new warehousing &...
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CJ Logistics (000120 KS/Buy)Ability to Defend Market Share Partially Confirmed
For 2Q25, CJ Logistics posted revenue of W3.05tr (-0.4% YoY). The contract logistics division delivered solid top-line growth (+13.1% YoY),...
178 Views
A Pair Trade Between Coupang (Short) And CJ Logistics (Long)
We discuss a pair trade between Coupang (short) and CJ Logistics (long). Coupang's daily active users were 16.2 million as of 5 December, down by...
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Monthly Air Cargo Tracker | April Data Shows Slowing Demand, Low (And Falling) Capacity Utilization
April data from Asian carriers and a range of air cargo gateways on both sides of the Pacific suggest moderating demand growth and low carrier...
400 Views
Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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