Main positive I think is that they are in the box seat for large scale postal locker rollouts in Singapore (established), Indonesia and Malaysia. That's a pretty big chunk of south-east Asia. And also for Italy, and potentially USA and Canada with possibly UPS. All up that's a pretty significant territory. There's a lot of potential in that, and at the end of the day it's a speculative investment, so risk and uncertainty is part of the game.
Alibaba - Singpost, page-14
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