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Comment / Broker's corner: Kerry Logistics 'a drag' on its parent? Enjoy the bull cases

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ID 57227973 © Dennis Thompson | Dreamstime.com
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Standing out in the SF proposition, UBS concluded, are “multiple drivers of its time-definite parcels”, and “room for further cost efficiency gain” – a similar narrative we have heard elsewhere. Yes, with hard-rallying FedEx stateside…

(The full SF Holding note can be downloaded here while UBS’s take on Kerry is here)

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    Kerry Logistics Logistics on a steroid comedown On the wires SF Holding Transpacific Trade Capacity constraints Evergreen

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