bullish
CaiNiao & SF Holding Enjoy More Avenues to Growth Than "Plain Vanilla" Express Companies
Tracking has highlighted this Insight as a Top Pick
877 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.
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