Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
S.F. Holding (6936 HK)
Watchlist
4
Analysis
Industrials
•
Hong Kong
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
Alibaba Group Holding
•
30 Jul 2018 06:23
Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money
After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...
Daniel Hellberg
Follow
490 Views
Share
bearish
•
ZTO Express Cayman
•
25 Jul 2018 14:24
TRACKING TRAFFIC/Chinese Express & Logistics: Wild June Price Movements Suggest a Market in Flux
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
Daniel Hellberg
Follow
869 Views
Share
bearish
•
ZTO Express Cayman
•
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
Follow
181 Views
Share
bearish
•
ZTO Express Cayman
•
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
Follow
143 Views
Share
bearish
•
ZTO Express Cayman
•
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
Follow
185 Views
Share
First
Previous
67
68
69
70
71
72
73
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.3
x