Kerry Logistics Network Limited

SEHK:636 Stock Report

Market Cap: HK$12.1b

Kerry Logistics Network Management

Management criteria checks 3/4

Kerry Logistics Network's CEO is Vicky Cheung, appointed in Jul 2022, has a tenure of 2.58 years. total yearly compensation is HK$7.75M, comprised of 72% salary and 28% bonuses, including company stock and options. directly owns 0.22% of the company’s shares, worth HK$26.04M. The average tenure of the management team and the board of directors is 2.6 years and 3.3 years respectively.

Key information

Vicky Cheung

Chief executive officer

HK$7.8m

Total compensation

CEO salary percentage72.0%
CEO tenure2.6yrs
CEO ownership0.2%
Management average tenure2.6yrs
Board average tenure3.3yrs

Recent management updates

Recent updates

Estimating The Fair Value Of Kerry Logistics Network Limited (HKG:636)

Jan 20
Estimating The Fair Value Of Kerry Logistics Network Limited (HKG:636)

Returns On Capital Are Showing Encouraging Signs At Kerry Logistics Network (HKG:636)

Dec 17
Returns On Capital Are Showing Encouraging Signs At Kerry Logistics Network (HKG:636)

Unpleasant Surprises Could Be In Store For Kerry Logistics Network Limited's (HKG:636) Shares

Nov 28
Unpleasant Surprises Could Be In Store For Kerry Logistics Network Limited's (HKG:636) Shares

Kerry Logistics Network (HKG:636) Takes On Some Risk With Its Use Of Debt

Nov 08
Kerry Logistics Network (HKG:636) Takes On Some Risk With Its Use Of Debt

A Look At The Intrinsic Value Of Kerry Logistics Network Limited (HKG:636)

Oct 08
A Look At The Intrinsic Value Of Kerry Logistics Network Limited (HKG:636)

Risks To Shareholder Returns Are Elevated At These Prices For Kerry Logistics Network Limited (HKG:636)

Aug 19
Risks To Shareholder Returns Are Elevated At These Prices For Kerry Logistics Network Limited (HKG:636)

Is Kerry Logistics Network (HKG:636) Using Too Much Debt?

Jun 26
Is Kerry Logistics Network (HKG:636) Using Too Much Debt?

Is It Too Late To Consider Buying Kerry Logistics Network Limited (HKG:636)?

Jun 05
Is It Too Late To Consider Buying Kerry Logistics Network Limited (HKG:636)?

Kerry Logistics Network Limited (HKG:636) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

May 21
Kerry Logistics Network Limited (HKG:636) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Kerry Logistics Network (HKG:636) Has Announced A Dividend Of HK$0.13

Apr 25
Kerry Logistics Network (HKG:636) Has Announced A Dividend Of HK$0.13

What You Need To Know About The Kerry Logistics Network Limited (HKG:636) Analyst Downgrade Today

Apr 02
What You Need To Know About The Kerry Logistics Network Limited (HKG:636) Analyst Downgrade Today

Kerry Logistics Network (HKG:636) Is Due To Pay A Dividend Of HK$0.13

Mar 29
Kerry Logistics Network (HKG:636) Is Due To Pay A Dividend Of HK$0.13

Kerry Logistics Network Limited's (HKG:636) Intrinsic Value Is Potentially 65% Above Its Share Price

Mar 19
Kerry Logistics Network Limited's (HKG:636) Intrinsic Value Is Potentially 65% Above Its Share Price

Returns On Capital At Kerry Logistics Network (HKG:636) Have Hit The Brakes

Feb 21
Returns On Capital At Kerry Logistics Network (HKG:636) Have Hit The Brakes

Is Kerry Logistics Network Limited (HKG:636) Potentially Undervalued?

Feb 01
Is Kerry Logistics Network Limited (HKG:636) Potentially Undervalued?

Kerry Logistics Network Limited (HKG:636) Shares Could Be 32% Below Their Intrinsic Value Estimate

Dec 01
Kerry Logistics Network Limited (HKG:636) Shares Could Be 32% Below Their Intrinsic Value Estimate

The Returns At Kerry Logistics Network (HKG:636) Aren't Growing

Nov 14
The Returns At Kerry Logistics Network (HKG:636) Aren't Growing

We Think Kerry Logistics Network (HKG:636) Can Stay On Top Of Its Debt

Oct 11
We Think Kerry Logistics Network (HKG:636) Can Stay On Top Of Its Debt

What Is Kerry Logistics Network Limited's (HKG:636) Share Price Doing?

Sep 21
What Is Kerry Logistics Network Limited's (HKG:636) Share Price Doing?

Kerry Logistics Network Limited (HKG:636) Analysts Are Reducing Their Forecasts For This Year

Aug 31
Kerry Logistics Network Limited (HKG:636) Analysts Are Reducing Their Forecasts For This Year

Kerry Logistics Network's (HKG:636) Dividend Is Being Reduced To HK$0.09

Aug 30
Kerry Logistics Network's (HKG:636) Dividend Is Being Reduced To HK$0.09

Estimating The Intrinsic Value Of Kerry Logistics Network Limited (HKG:636)

Aug 02
Estimating The Intrinsic Value Of Kerry Logistics Network Limited (HKG:636)

Investors Will Want Kerry Logistics Network's (HKG:636) Growth In ROCE To Persist

Jun 12
Investors Will Want Kerry Logistics Network's (HKG:636) Growth In ROCE To Persist

Kerry Logistics Network Limited (HKG:636) Shares Could Be 46% Below Their Intrinsic Value Estimate

May 02
Kerry Logistics Network Limited (HKG:636) Shares Could Be 46% Below Their Intrinsic Value Estimate

The Trend Of High Returns At Kerry Logistics Network (HKG:636) Has Us Very Interested

Mar 13
The Trend Of High Returns At Kerry Logistics Network (HKG:636) Has Us Very Interested

Here's Why We Think Kerry Logistics Network (HKG:636) Is Well Worth Watching

Oct 06
Here's Why We Think Kerry Logistics Network (HKG:636) Is Well Worth Watching

Returns On Capital At Kerry Logistics Network (HKG:636) Have Hit The Brakes

Jun 16
Returns On Capital At Kerry Logistics Network (HKG:636) Have Hit The Brakes

Is Kerry Logistics Network (HKG:636) A Risky Investment?

Mar 31
Is Kerry Logistics Network (HKG:636) A Risky Investment?

CEO Compensation Analysis

How has Vicky Cheung's remuneration changed compared to Kerry Logistics Network's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

HK$2b

Mar 31 2024n/an/a

HK$2b

Dec 31 2023HK$8mHK$6m

HK$2b

Jun 30 2023n/an/a

HK$2b

Mar 31 2023n/an/a

HK$3b

Dec 31 2022HK$13mHK$5m

HK$4b

Sep 30 2022n/an/a

HK$4b

Jun 30 2022n/an/a

HK$5b

Mar 31 2022n/an/a

HK$4b

Dec 31 2021HK$11mHK$5m

HK$3b

Jun 30 2021n/an/a

HK$855m

Mar 31 2021n/an/a

HK$894m

Dec 31 2020HK$7mHK$3m

HK$934m

Compensation vs Market: Vicky's total compensation ($USD995.25K) is above average for companies of similar size in the Hong Kong market ($USD484.73K).

Compensation vs Earnings: Vicky's compensation has been consistent with company performance over the past year.


CEO

Vicky Cheung (63 yo)

2.6yrs

Tenure

HK$7,752,000

Compensation

Mr. Ping Chuen Cheung, also known as Vicky, is Chief Executive Officer at Kerry Logistics Network Limited since April 1, 2024 and serves as its Executive Director since April 1, 2020 and was its Group Mana...


Leadership Team

NamePositionTenureCompensationOwnership
Ping Chuen Cheung
CEO & Executive Director2.6yrsHK$7.75m0.22%
HK$ 26.0m
Chi-Wai Cheng
CFO & Executive Director15.5yrsHK$6.96m0.060%
HK$ 7.2m
Wing Kai Ma
Chief Advisor1.3yrsHK$8.99mno data
Chit Ho
Chief Strategy Officer & Executive Directorless than a yearHK$470.00kno data
Edwardo Erni
Managing Director of China & North Asia Regionno dataHK$6.99mno data
Kin Pui Lau
Managing Director of Integrated Logistics North Asiano datano datano data
Kam Sang Yip
Managing Director of Southeast Asiano datano datano data
Hiu Lung Cheung
Group Director of Corporate Planning & Development and MD of KEASno datano datano data
Martin Stoekenbroek
Managing Director of Europe5.8yrsno datano data
Kevin Bulger
Managing Director of Kerry Apex USno datano datano data
Siew Wong
Group Chief Commercial Officer & MD of South East Asialess than a yearno datano data
Pui Nee Lee
Company Secretary11.4yrsno datano data

2.6yrs

Average Tenure

58yo

Average Age

Experienced Management: 636's management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Ping Chuen Cheung
CEO & Executive Director4.8yrsHK$7.75m0.22%
HK$ 26.0m
Chi-Wai Cheng
CFO & Executive Director1.8yrsHK$6.96m0.060%
HK$ 7.2m
Chit Ho
Chief Strategy Officer & Executive Director3.3yrsHK$470.00kno data
Chit Ho
Non-Executive Director3.3yrsno datano data
Yu Pok Wong
Independent-Non-Executive Director11.3yrsHK$620.00k0.0011%
HK$ 138.8k
Khoon Hua Kuok
Non Executive Vice Chairman of the Board11.3yrsno data0.096%
HK$ 11.6m
Wei Wang
Non Executive Chairman of the Board3.3yrsno datano data
Keren Chen
Non Executive Director3.3yrsHK$330.00kno data
Wai Man Cheung
Independent Non Executive Director3.3yrsHK$390.00kno data
Sau Cheong Lai
Independent Non Executive Director3.3yrsHK$630.00kno data
Bee Ti Ooi
Non-Executive Director1.3yrsHK$55.00kno data
Chuen Yan Tan
Independent Non Executive Director3.3yrsHK$485.00kno data

3.3yrs

Average Tenure

58.5yo

Average Age

Experienced Board: 636's board of directors are considered experienced (3.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/07 02:56
End of Day Share Price 2025/02/07 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kerry Logistics Network Limited is covered by 27 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan WindhamBarclays
C WongBNP Paribas Securities (Asia)
Karl ChoiBofA Global Research