Analyst corner: the Kerry Logistics–Sinotrans dichotomy
Seemingly chasing stock prices, for both
Stock price at the time of writing: HK$14.6.
One-year implied upside, according to one bullish broker (bearish on Expeditors): +43.8%.
Wow?
Ok, so.
Looking for stuff on Hong Kong’s Kerry Logistics (KLN) is routine for Premium, yet updates on or from the firm, a major player on the transpac tradelane, are seldom meaningful.
There’s not a lot, usually, that is announced to the public, if you are familiar with its – sometimes convoluted – disclosure policy and website.
Now controlled by China’s SF Holding (SF), however, it’s about ...
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