Transportation Chinese Community
Our community narratives are driven by numbers and valuation.
Transportation Chinese Investing Ideas
Global Supply Chain Expansion And Automation Will Transform This Logistics Leader’s Future Prospects
S.F. Holding is betting big on global warehouses, air routes, and smarter automation to win more business from large companies and cross-border online shopping. The upside is faster growth and better efficiency, but it hinges on those costly investments paying off and on international expansion staying smooth despite shifting trade rules and tough competition.Read more
AN
CN¥57.9
41.5% undervalued intrinsic discount
Fair Value
Revenue
11.16% p.a.
Profit Margin
4.6%
Future PE
18.32x
Price in 2029
CN¥72.63
002352: Share Buyback Expansion And Dividend Actions Will Drive Next Phase
SF Holding is pushing harder into overseas logistics while also using more automation and new tech to run deliveries more efficiently. A stronger cash position could mean bigger payouts to shareholders, but competition and global trade swings could still squeeze growth and profits.Read more
AN
CN¥47.52
28.7% undervalued intrinsic discount
Fair Value
Revenue
7.1% p.a.
Profit Margin
4.04%
Future PE
19.14x
Price in 2029
CN¥59.66
