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S.F. Holding (002352 CH)
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384
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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22 Mar 2017 13:00
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
Drewry Maritime Financial Research
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258 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2017 11:01
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
Charles De Trenck
200 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2017 17:02
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
Sean Maher
632 Views
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bearish
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ZTO Express Cayman
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15 Mar 2017 09:35
Suddenly, a Sector: 'Backdoor' Listings Give Express Firms US$70 Bn Valuation, Add to ZTO Pressure
Over the last six months, each of China's five largest express parcel delivery firms has completed a public listing: ZTO Express (ZTO US) listed in...
Daniel Hellberg
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237 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2017 09:04
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
Travis Lundy
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581 Views
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