Long Development Runway in Logistics Supports Goodman
Pointy end of logistics where Goodman operates is the most moaty.E-commerce growth is providing a major tailwind for vertically integrated Goodman...
422 Views
JD.com Reveals JD Logistics Progress & Plan to Create a 'Mini GLP' Using Its China Warehouse Assets
When Jd.Com Inc (Adr) (JD US) reported Q218 earnings on August 16th, we were watching closely to see whether the company revealed any information...
601 Views
JD.com Takes 9.9% Stake in China Logistics Property Holdings (1589:HK): Validation & Valuation
After hours on Monday, April 30th, China Logistics Property Holdings Co Ltd (1589 HK) announced that it will sell 321 mn new shares to JD.com Inc...
519 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...
580 Views
We Upgrade Development Profile and Goodman FVE to AUD 8.90
We’ve upgraded our expectations for the value of logistics facilities Goodman Group (GMG AU) develops annually. We’ve also raised the proportion of...
157 Views