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S.F. Holding (002352 CH)
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345
Analysis
Industrials
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China
S.F. Holding Co., Ltd operates as a holding company. The Company, through its subsidiaries, provides logistics, order tracking, supply chain management, and warehousing services. S.F. Holding operates worldwide.
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bullish
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S.F. Holding
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22 Apr 2024 07:16
Monthly Chinese Express Tracker | March ASPs Fell, Again | Volumes Moderated, Including X-Border
Domestic parcel volume slowed in March, and unit pricing remains under pressure. In addition, it appears the previously strong growth of Chinese X...
Tracking Traffic
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219 Views
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bullish
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S.F. Holding
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26 Mar 2024 08:06
Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
Tracking Traffic
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278 Views
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bearish
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S.F. Holding
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29 Feb 2024 12:21
Monthly Chinese Express Tracker | Industry ASP Fell to Record Low Last Month | (February 2024)
More operating days in January 2024 lifted parcel volume growth, but industry ASP declined to the lowest level on record. We believe at current...
Tracking Traffic
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237 Views
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bearish
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J&T Global Express
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29 Apr 2024 11:29
J&T Global Express IPO Lock-Up Expiry - Tiny Float with 87%+ Stake Lockup Release Worth >US$8.8bn
J&T Global Express' IPO linked lockup expired over the weeked. The stock has been correcting over the past few weeks, especially with the CCASS...
Sumeet Singh
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428 Views
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bullish
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S.F. Holding
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29 Jan 2024 11:38
Monthly Chinese Express Tracker | Volumes Remain Firm | Domestic Pricing Worsens (January 2024)
Industry volume growth remains firm, but price pressure on domestic 'sort and transport' companies continued to increase in December. We expect SF...
Tracking Traffic
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