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S.F. Holding (002352 CH)
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397
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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Thematic (Sector/Industry)
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19 Oct 2017 11:48
Why Are Alibaba and Amazon Pouring Resources Into Logistics? For Two Very Different Reasons
A couple of weeks ago Chinese e-commerce giant Alibaba Group Holding Ltd (BABA US) paid US$800 mn increase its stake in money-losing logistics...
Daniel Hellberg
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403 Views
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bearish
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ZTO Express Cayman
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16 Oct 2017 10:26
Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
Daniel Hellberg
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185 Views
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bearish
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ZTO Express Cayman
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28 Sep 2017 08:23
ZTO's Q2 Operating Margin Improvement Was (Nearly) Unbelievable! Avoid ZTO Until Disclosure Improves
When it reported Q217 (June) results in late August, ZTO Express (ZTO US) managed to beat consensus estimates with the help of some non-operating,...
Daniel Hellberg
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1.3k Views
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bearish
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Alibaba Group Holding
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26 Sep 2017 21:20
Alibaba Takes CaiNiao Stake Up To 51%, CaiNiao Now Valued at US$20bn+; What's New, What's Not
Alibaba Group Holding Ltd (BABA US) announced Tuesday that it would invest 5.3 bn RMB to lift its stake in logistics specialist CaiNiao Network...
Daniel Hellberg
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315 Views
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bearish
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BEST
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20 Sep 2017 10:40
Best Inc Reduces IPO Deal Size, Cuts Pricing, Then Settles for Just US$10 Per ADS
After reducing the size of its offering and slashing the price range for its ADSs on Tuesday morning, Best Inc reportedly priced its shares at just...
Daniel Hellberg
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236 Views
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