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S.F. Holding (002352 CH)
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365
Analysis
Industrials
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China
S.F. Holding Co., Ltd operates as a holding company. The Company, through its subsidiaries, provides logistics, order tracking, supply chain management, and warehousing services. S.F. Holding operates worldwide.
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bearish
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ZTO Express Cayman
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26 Jun 2018 08:12
TRACKING TRAFFIC/Chinese Express & Logistics: May ASPs Down | Last-Mile CapEx Plan | ZTO Shenanigans
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
Daniel Hellberg
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174 Views
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bearish
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Alibaba Group Holding
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25 Jun 2018 08:07
Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?
To match service levels offered by JD.com Inc (ADR) (JD US) and leading express carrier S.F. Holding Co Ltd (002352 CH), Alibaba Group Holding Ltd...
Daniel Hellberg
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174 Views
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bearish
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ZTO Express Cayman
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11 Jun 2018 08:09
High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 2/2)
This note is the second of a two-part report on ZTO Express (ZTO US) and its unique relationship with related party trucking vendor Tonglu Tongze...
Daniel Hellberg
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130 Views
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bearish
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ZTO Express Cayman
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11 Jun 2018 08:07
High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 1/2)
In recent months, and in particular after the release of surprisingly strong Q118 results on May 9th, we have become more concerned about the murky...
Daniel Hellberg
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177 Views
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bearish
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ZTO Express Cayman
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28 May 2018 11:23
TRACKING TRAFFIC/Chinese Express & Logistics: April Express Pricing Conundrum | Q1 Express Results
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
Daniel Hellberg
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148 Views
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