Search or
𝛼SK
𝛼SKbullish
CaiNiao & SF Holding Enjoy More Avenues to Growth Than "Plain Vanilla" Express Companies
Tracking has highlighted this Insight as a Top Pick
1.1k 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.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- CaiNiao Smart Logistics Pre-IPO Part 2 | Analyzing Financial Statements & Operating Statistics15 Oct 2023
- CaiNiao Smart Logistics Pre-IPO Part 1 | Business Model | Key Relationships | Differentiators03 Oct 2023
- Monthly Chinese Express Tracker | August ASPs Plunge | Long SF / Short 'Ground'? | (September 2023)25 Sep 2023
- SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H103 Sep 2023
- With A Long-Anticipated IPO on the Horizon, Alibaba's Cainiao Posts Stellar June Quarter Results14 Aug 2023
- Full-Year Results for Alibaba's CaiNiao: Reduced Losses, Slower Growth, and A (Likely) 2024 IPO19 May 2023
x