- SF Holding reported a net income of 10.17 billion yuan for the fiscal year, marking a 24% increase compared to the previous year.
- Total revenue reached 284.4 billion yuan, a 10% rise year-on-year, but slightly below the estimated 285.14 billion yuan.
- Time-Definite Express services generated 122.21 billion yuan in revenue, close to the estimated 122.63 billion yuan.
- Economy Express services reported revenues of 27.25 billion yuan, slightly under the forecasted 27.46 billion yuan.
- Freight services brought in 37.64 billion yuan, which was below the estimated 38.26 billion yuan.
- The Cold Chain & Pharmaceuticals segment earned 9.81 billion yuan, exceeding the estimated 9.78 billion yuan.
- Intra-City On-Demand Delivery revenues were 8.87 billion yuan, surpassing the estimate of 8.6 billion yuan.
- Supply Chain & International division reported 70.49 billion yuan in revenue, above the expected 69.85 billion yuan.
- Other Non-Logistics Business achieved revenues of 8.14 billion yuan, exceeding the forecast of 7.74 billion yuan.
- Logistics & Freight Forwarding revenue was reported at 276.3 billion yuan.
- A final dividend of 44 RMB cents per share was declared.
- Earnings per share (EPS) increased to 2.11 yuan from 1.70 yuan year-on-year.
- Analysts’ ratings include 28 buys, 4 holds, and 0 sells for SF Holding.
S.F. Holding on Smartkarma
Analysts on Smartkarma are closely tracking S.F. Holding, the Chinese express delivery giant, ahead of its highly-anticipated Hong Kong IPO launch. Daniel Hellberg‘s report highlighted the market response to ZTO and SF Holding, emphasizing the upcoming IPO activity. Xinyao Wang’s analysis delves into S.F.’s financial pressures, noting a conservative IPO pricing strategy for a stronger safety margin. Sumeet Singh discusses the company’s significant US$800m H-share listing, underlining SF Holding’s position as a key player in the global logistics space. On a contrasting note, Brian Freitas expresses caution with a bearish lean, suggesting a lackluster listing for SF Holding due to index exclusion and a wide AH premium.
Investors and industry observers are keen to gauge analyst sentiment on SF Holding amidst varying perspectives. While optimistic views from Hellberg, Wang, and Singh highlight growth potential and strategic moves, Freitas’ bearish outlook warns of potential challenges and market headwinds affecting SF Holding’s IPO performance. As SF Holding prepares to debut on the Hong Kong stock exchange, the depth of analyst coverage on Smartkarma offers valuable insights for investors navigating the dynamic landscape of the logistics sector.
A look at S.F. Holding Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts at Smartkarma have assessed S.F. Holding Co., Ltd utilizing the Smart Scores, a sophisticated rating system that evaluates various aspects of a company’s performance. With a solid overall outlook, S.F. Holding received impressive scores across key factors. Notably, the company scored high in Growth and Dividend, indicating promising future potential and a commitment to rewarding shareholders. While Value and Resilience garnered moderate scores, suggesting stability and fair valuation, the company exhibited a consistent performance in Momentum.
S.F. Holding Co., Ltd, a global holding company with a focus on logistics and supply chain services, appears well-positioned for long-term success based on the Smart Scores analysis. With a strong emphasis on growth and dividends, the company showcases a robust foundation for future expansion and investor returns. Its global presence further enhances its potential for sustained growth and market resilience, making S.F. Holding a compelling prospect for investors seeking steady performance and promising opportunities in the logistics sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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