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...
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Kerry Logistics Network: Still Struggling to Convert Revenue Growth into Higher Profits in H1
Last week Kerry Logistics Network Ltd (636 HK) reported a disappointing set of H1 results that reinforce our growing concerns about its lack of...
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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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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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