To The Moon

As the quarantine-free customs clearance is imminent, it is believed that the quarantine-free customs clearance will be carried out in stages. First of all, business travelers should be relaxed to go to China and Macau, so as to boost the local economy. I think the material industry will benefit, especially the logistics service companies $JD LOGISTICS(02618)$ $Deppon Logistics Co.,Ltd.(603056)$ $S.F.Holding Co.,Ltd.(002352)$ that have relationships with the Asian region and China. there is a hidden gem is this company called $Kerry Logistics Network(00636)$ is going to bull. 

Why choose Kerry Logistics?

I think there are the following reasons: 

1) Kerry Logistics is a branch of SF’s international business, and has been the exclusive global freight sales agent of SF Airlines since May this year. At the same time, SF has integrated its business outside of China into the group’s global network Among them, synergies are expected in terms of geographical coverage and scale. Of course, it will also cooperate with SF Express's domestic business to form a logistics supply and service chain in China, Hong Kong and Asia. When customs clearance is normal, business travelers will go first, and internal and external business transactions will continue. Kerry Logistics is the first to benefit. 

2) The Group cooperates with SF Express Hong Kong to launch an international e-commerce express delivery solution, aiming at online retailers of Hong Kong SMEs who ship overseas. As a central point, Hong Kong can earn more service fees.

3) The group has 69 million square feet of land and facilities, and more than 5,200 self-owned operating vehicles. It is quite large in scale and has a brand effect, playing a rare role in economic recovery. 

4) In the first half of this year, the Group's revenue from continuing operations was 48.034 billion yuan, an increase of 39% year-on-year, and core operating profit rose 74% to 3.461 billion yuan. During the period, net profit increased by 1.2 times to 2.377 billion yuan, and the performance was quite outstanding. And based on the current price of 14.98 yuan, the valuation is relatively attractive, and there is more potential for growth in the future. 

Based on the above points, it shows that Kerry Logistics has a good vision for the development of the logistics industry in China, Hong Kong and Asia after customs clearance. In terms of stock price, the current price is 14.98 yuan, and you can buy it around 14.5 yuan. The target price is 18 yuan, and you can stop loss at 13.5 yuan. The above information is for reference only and does not constitute trading advice.

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