投资者

IFF Profit Lifted by Sea/Air Freight Rate Hikes

Hold: Sequentially stronger 2H24 largely priced in

Positive outlook from mgmt. despite uncertainties ahead

Boost from higher freight rates

Kerry Logistics Network Earnings: Second-Half Profit Will Be Stronger Sequentially; Valuation Intact

1H24 results: core profit up 5% YoY

First Take: 1H24 core earnings miss

Resume at Hold: Earnings recovery underway but with limited growth

Earnings growth back on track?

Takeaways from Investor Meetings