Kerry Logistics Network 2016 Earnings Release: Mixed Results, Mixed Feelings, Avoid For Now
Kerry Logistics Network Ltd (636 HK) released 2016 financial results late Thursday afternoon in Hong Kong. Reflecting KLN's increasingly diverse...
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Kerry Logistics Network: An Attractively Diverse Portfolio...Or Just Maddeningly Unfocused?
OverviewFor a stock that seemingly has a lot going for it -- attractive valuations, exposure to Chinese domestic logistics, overwhelmingly positive...
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South Series (Part 1): The Canal That Can CheckMate Singapore
In the first part of our South Series, we discuss the much questioned Kra Canal, a canal that could potentially reduce the shipping distance within...
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ZTO Express Debut on NYSE: Down -15% Vs IPO Price, But Still Big (Valuation) Shoes to Fill
ZTO debuts on NYSE, and it's not pretty: The American Depositary Shares of ZTO Express (ZTO US) began trading today in New York and closed at...
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Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
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