Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

SF Holding Pre-IPO: Core EBITDA Margins Compare Favorably to Most Express Peers in China and US

Chinese Express H124 Earnings | Worst of Price Competition Over | Look for Bargains | BUY SF, Yunda

SF Holding Pre-IPO: Proposed Interim & Special Dividends of 1.40 CNY Per Share Ahead of HK Listing

Monthly Chinese Express Tracker | Price Pressures Ease | X-Border Re-Accelerates | (September 2024)

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Capital Markets

<ul>
<li>SF Holding's domestic parcel volumes have grown slower than overall market volumes recently; is this strategic, or simply a loss of share?</li>
<li>SF Holding is not closely aligned with any of the large online retail platforms in China; ultimately, is this independence an advantage or a disadvantage?</li>
<li>When will SF Holdings' varied international operations -- and there are a few of them -- begin to pull their own weight, in terms of profitability and growth?</li>
</ul>


SF Holding's domestic parcel volumes have grown slower than overall market volumes recently; is this strategic, or simply a loss of share?
SF Holding is not closely aligned with any of the large online retail platforms in China; ultimately, is this independence an advantage or a disadvantage?
When will SF Holdings' varied international operations -- and there are a few of them -- begin to pull their own weight, in terms of profitability and growth?


Cainiao Smart Logistics Network (1437124D HK)

SF Holding Pre-IPO: Three Important Issues for Long-Term Investors to Consider

S.F. Holding

SF Holding Pre-IPO: Three Important Issues for Long-Term Investors to Consider