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002352: Expanded Share Buyback Authorization Will Support Future Share Price Appreciation

002352: Share Buyback Expansion And Dividend Actions Will Drive Next Phase

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002352
AnalystConsensusTarget
Not Invested
Published 30 Mar 2025

Update shared on 15 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-5.4%
7D
0.3%

Analysts have nudged their price target on S.F. Holding only marginally higher, reflecting slightly increased assumptions for long term revenue growth and discount rate while keeping fair value essentially unchanged at about $50.68 per share.

What's in the News

  • S.F. Holding has called a special or extraordinary shareholders meeting for December 30, 2025 at 15:00 China Standard Time in Shenzhen, China to address corporate matters requiring shareholder approval (Key Developments)
  • On October 30, 2025, the company increased its equity buyback authorization by CNY 2,000 million to a total of CNY 3,000 million and extended the program through October 29, 2026, indicating an ongoing capital return to shareholders (Key Developments)
  • Between April 28, 2025 and September 30, 2025, S.F. Holding repurchased 7,432,648 shares, representing 0.15 percent of its share capital, for CNY 299.99 million, completing a previously announced buyback tranche (Key Developments)

Valuation Changes

  • The fair value estimate remained effectively unchanged at about $50.68 per share, indicating no material revision to intrinsic value.
  • The discount rate rose slightly from 8.15 percent to about 8.18 percent, reflecting a marginally higher assumed cost of capital.
  • Revenue growth climbed slightly from roughly 6.10 percent to about 6.11 percent, signaling a very modest uplift in long term growth expectations.
  • The net profit margin edged down fractionally from about 4.06 percent to roughly 4.06 percent, implying a negligible reduction in projected profitability.
  • The future P/E multiple increased marginally from around 22.85x to about 22.88x, suggesting a slightly higher valuation placed on expected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.