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SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1
864 Views02 Sep 2023 23:34
In this insight we review SF Holding's H1 earnings in detail, refine our view of the company's "internationalization" initiative, and test our thesis regarding "air" and international exposure.
Boomeranged on Sun, 2 Jun 2024 20:23
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. The company has not yet re-filed on HKEX; its application from Summer 2023 lapsed earlier this year. 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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