In today’s briefing:
- SF Holding HK IPO | Q2/H1 Results | “Internationalization” Thesis Refined | Air, Int’l Impact in H1
SF Holding HK IPO | Q2/H1 Results | “Internationalization” Thesis Refined | Air, Int’l Impact in H1
- Review of Q2/H1 results, including impact from international, Kerry Logistics Network
- Refining idea of “internationalization”, which we believe is driving force behind SF’s HK IPO
- Testing thesis: did air and international exposure help or hurt SF margins in H1?
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
