In today’s briefing:
- CaiNiao & SF Holding Enjoy More Avenues to Growth Than “Plain Vanilla” Express Companies
CaiNiao & SF Holding Enjoy More Avenues to Growth Than “Plain Vanilla” Express Companies
- CaiNiao and JD Logistics have grown far faster than their parents’ platforms in recent years, and also far faster than “plain vanilla” Chinese express companies
- CaiNiao, JD Logistics, and SF Holding enjoy more avenues to growth than just the continued gradual expansion of China’s domestic e-commerce activity
- In the medium-term, we believe shares of market leader SF Holding can outperform a basket of shares from SF’s “plain vanilla” peers in express
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