bullish
SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H1
511 Views03 Sep 2023 07:34
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.
SUMMARY
(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.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- 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
- CaiNiao & SF Holding Enjoy More Avenues to Growth Than "Plain Vanilla" Express Companies17 Sep 2023
- SF Holding HK IPO | Q2/H1 Results | "Internationalization" Thesis Refined | Air, Int'l Impact in H103 Sep 2023
- SF Holding HK IPO = A Drive to 'Internationalize' | Exposure Update | Recent Deals | New Comp Group29 Aug 2023
- Monthly Chinese Express Tracker | July Growth Slows | Pricing Hits Record Low | (August 2023)22 Aug 2023
- A Look at How SF Holding Differs from A) Its Express Peers and B) The Pre-Covid Version of Itself09 Aug 2023
x