S.F. Holding

CaiNiao & SF Holding Enjoy More Avenues to Growth Than "Plain Vanilla" Express Companies

Tracking has highlighted this Insight as a Top Pick
853 Views17 Sep 2023 09:08
CaiNiao, JD Logistics, and SF Holding have all out-grown Chinese e-commerce and express since 2020. We believe this trend will continue, and that SF's shares could outperform in the medium-term.
Boomeranged on Mon, 3 Jun 2024 04:26
On Sunday June 2, SF Holding announced via a notice at the Shenzhen Stock Exchange that it plans to sell up to 625 mn new shares in a secondary listing in Hong Kong. We estimate the company could raise as much as US$2.5 bn or more in its HK offering. We're "boomerang"-ing a few of the insights we wrote about SF Holding and its planned HK IPO today in response to the news.
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
(Paid Plans Only)