Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Chinese Express Tracker | Industry ASP Fell to Record Low Last Month | (February 2024)

Analyzing the Roles Parent JD.com & Subsidiary Deppon Played in JD Logistics' Q423 Results

ZTO Express Q423 Results & Guidance in One Simple Table | +32% Volume --> +2% EPS?! | AVOID

Which Hong Kong E-Comm Logistics IPO Is Right for You? We Compare SF Holding, J&T, and CaiNiao

CaiNiao & SF Holding Enjoy More Avenues to Growth Than "Plain Vanilla" Express Companies

SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1

CaiNiao Smart Logistics Pre-IPO Part 3 | Key Comps, Valuation Multiples | 310 Bn CNY Justifiable

J&T Global Express Pre-IPO, Part 6 | How We Could Potentially Get Closer To US$13 Bn Valuation

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>Kerry Logistics Network will pay a special dividend in the form of KEX shares</li>
<li>This will trigger a general offer by SF Holding for all KEX shares at THB 5.50</li>
<li>Why is SF Holding doing this, &amp; how could its int'l express business change?</li>
</ul>


Kerry Logistics Network will pay a special dividend in the form of KEX shares
This will trigger a general offer by SF Holding for all KEX shares at THB 5.50
Why is SF Holding doing this, &amp; how could its int'l express business change?


Cainiao Smart Logistics Network (1437124D HK)

Kerry Logistics Network to Pay Dividend in Form of KEX Shares | SF Holding's Role & Objectives

S.F. Holding

Kerry Logistics Network to Pay Dividend in Form of KEX Shares | SF Holding's Role & Objectives