Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
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Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)
Year-over-year parcel volume growth and price declines both moderated somewhat in November. We believe most Chinese express companies are...
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SF Holding Pre-IPO: Head-To-Head Comparison of SF Holding & JD Logistics
We offer a head-to-head comparison of SF Holding and JD Logistics, direct competitors in Chinese e-comm fulfillment that are now both listed in...
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SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
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Monthly Chinese Express Tracker | October Volume Firmed | ZTO Disappoints | SF HK IPO This Week
October parcel volume growth improved, but price data was mixed. The biggest news in the sector came from ZTO (weak Q3 numbers) and SF Holding (HK...
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