机构：招银国际 研究员：Wayne FUNG J&T arranged a conference call during the investor day yesterday (11 Dec) inBangkok, Thailand, to discuss the operation and outlook of Thailand market. Parcel growth in Thailand: J&T achieved parcel volume CAGR of 40%+over the past three years. J&T currently has 200k customers, including none-commerce customers of 20k. By utilising the spare network capacity, J&Thas also expanded its product offering such as fruit parcel, time-definite andLTL products. Competitive landscape in Thailan ...