S.F. Holding

Bifurcated Chinese Express Market Developing

834 Views26 Nov 2019 22:08
Growth of low end driven by Pinduoduo The growth of Pinduoduo (PDD US) has spurred growth in China’s express market over the last two years,...
Boomeranged on Thu, 3 Aug 2023 11:14
We will write more about SF Holding soon as the company prepares to seek a secondary listing in Hong Kong. But we believe some of the themes we identified in this note from a few years ago still bear watching.
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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
Tracking Traffic
IndustrialsThematic (Sector/Industry)Equity Bottom-Up
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