TRACKING TRAFFIC/Chinese Express: Volume Growth Moderates | Pricing Stays Depressed
Recent strong volume growth moderated in November, and express industry revenue growth lagged the performance of leading eComm platforms....
435 Views
Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
512 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views
Kerry Express Thailand (KEX) IPO: Update on Valuation Range & Competitor Actions
We update our views of KEX's IPO valuation ahead of its late December listing. We also highlight the potential sale of a domestic competitor. We...
532 Views
Kerry Express Thailand IPO - Time for Delivery
Kerry Express Thailand aims to raise around up to US$277m in its Thailand IPO. The company is a subsidiary of Hong Kong listed Kerry Logistics and...
524 Views