ENTITY

S.F. Holding (6936 HK)

4
Analysis
IndustrialsHong 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
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...

Logo
490 Views
Share
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...

Logo
869 Views
Share
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...

Logo
181 Views
Share
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...

Logo
143 Views
Share
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...

Logo
185 Views
Share
x