Primer: Kex Express (KEX TB) - Aug 2026
Strategic Overhaul Under New Ownership: Following the acquisition by Chinese logistics giant S.F. Holding in 2024, Kex Express (formerly Kerry...
113 Views
Chinese Express Firms All Saw H1 OPM% Fall -- Except SF Hldg | Pair Trade: LONG SF Vs SHORT ZTO, J&T
SF Holding's unique position within China's eComm fulfillment space allowed it to successfully defend against the margin pressures that afflicted...
485 Views
Which Hong Kong E-Comm Logistics IPO Is Right for You? We Compare SF Holding, J&T, and CaiNiao
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary...
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J&T Global Express IPO Lock-Up Expiry - Tiny Float with 87%+ Stake Lockup Release Worth >US$8.8bn
J&T Global Express' IPO linked lockup expired over the weeked. The stock has been correcting over the past few weeks, especially with the CCASS...
1.2k Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Comfort Delgro, and Lippo Malls REIT.
The past week saw insights on PT Metrodata Electronics (MTDL IJ), Comfortdelgro Corp (CD SP), and Kerry Express Thailand (KEX TB).
570 Views