TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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Riedel Bloomberg Interview Focuses on Best EM Opportunities Now and Outlook for 2019
David Riedel was interviewed on Bloomberg last Friday. The audio is attached here with elaboration on the points and specific, actionable...
942 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...
537 Views
'GLP Wannabe?' Revisiting China Logistics Property Holdings After Sale of Global Logistic Properties
After the bidding process for Global Logistic Properties Ltd (GLP SP) concluded in July with the company being taken private at a significant...
539 Views
Best Inc IPO, Part 1 of 2: Operating Segments, Market Position, & Relationships with Alibaba+CaiNiao
This note is the first part of an in-depth, two-part report on the planned US IPO of Best Inc (BEST), a Chinese express parcel delivery and...
558 Views