Kerry Logistics: Buy Rating Remains Despite Trade Turmoil

2025-04-15 14:43:27 ET

Summary

• Kerry Logistics' stock has fallen 20% since November, prompting a reassessment of its attractiveness, despite challenging market conditions in the freight logistics industry.
• The company is majority-owned by SF Holding, providing some strategic advantages, but current trade turmoil between the U.S. and China poses significant risks.
• Kerry Logistics has strong liquidity with HKD 6.6 billion in cash and a history of positive operating cash flows, mitigating risks of shareholder dilution.
• Despite a low stock price and challenging market outlook, the stock remains a buy due to stable EBITDA and undervaluation not reflecting 2023 and 2024 performance.

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