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S.F. Holding (002352 CH)
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359
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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Alibaba Group Holding
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02 Feb 2018 06:04
BABA FYQ3: 'Core Commerce' & CaiNiao Decelerate, Guides to Slower FYQ4, Negative for Express Parcels
Early Thursday morning in New York, Alibaba Group Holding Ltd (BABA US) reported FYQ3 (December) results that showed a sharp deceleration of growth...
Daniel Hellberg
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142 Views
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bearish
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Thematic (Sector/Industry)
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25 Jan 2018 09:40
TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
Daniel Hellberg
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189 Views
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bearish
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ZTO Express Cayman
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07 Jan 2018 10:11
2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
Daniel Hellberg
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267 Views
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bearish
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ZTO Express Cayman
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18 Dec 2017 09:43
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
Daniel Hellberg
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209 Views
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bullish
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China Logistics Property Holdings
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05 Dec 2017 08:11
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
Daniel Hellberg
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198 Views
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