HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

<ul>
<li>The Time-definite express services are actually a double-edged sword for S.F.- Although it helps S.F. establish core competitiveness, such strategy limits the Company's market share and growth ceiling in China.</li>
<li>The issue here is that S.F. has encountered growth bottlenecks, but due to its heavy asset model, the only truly suitable solution is internationalization, which however is full of uncertainties.</li>
<li>S.F. is facing many challenges. The IPO final offer price of HK$34.3 is expensive, which might explain why S.F.'s share price has been a bit “boring” since its listing.</li>
</ul>


The Time-definite express services are actually a double-edged sword for S.F.- Although it helps S.F. establish core competitiveness, such strategy limits the Company's market share and growth ceiling in China.
The issue here is that S.F. has encountered growth bottlenecks, but due to its heavy asset model, the only truly suitable solution is internationalization, which however is full of uncertainties.
S.F. is facing many challenges. The IPO final offer price of HK$34.3 is expensive, which might explain why S.F.'s share price has been a bit “boring” since its listing.


S.F. Holding (6936 HK) - Here's Why Post-IPO Share Price Performance Is So "Boring"

China

JD Logistics, Inc. offers logistics services. The Company provides cargo transportation, cargo distribution, warehousing, and other services. JD Logistics is located in China.

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S.F. Holding (6936 HK) - Here's Why Post-IPO Share Price Performance Is So "Boring"

S.F. has encountered growth bottlenecks. Due to heavy asset model, internationalization is the only solution but is full of uncertainties. The IPO...

Xinyao (Criss) Wang