SITC International (1308 HK): Latest Update Post COVID-19 Outbreak
We spoke with SITC International (1308 HK) on the impact of the COVID-19 outbreak. Its cargo volume has now returned to 80% of the normal post-CNY...
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SITC International (1308 HK): Positive Picture for 2020
SITC International (1308 HK) is expected to declare a special dividend when it holds a board meeting on 20 Dec 2019, and we believe this will lift...
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SITC International (1308 HK): Moderating Freight Rate in 3Q19 Not a Concern
The 3Q19 operating statistics announced by SITC International (1308 HK) showed that the average freight rate growth has moderated in the quarter....
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SITC International (1308 HK): Creator of Shareholder Value
Sitc International (1308 HK) is an exceptional shareholder value creator, despite its operation in a traditional volatile low-return container...
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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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