S.F. Holding (002352) Aperçu de l'action
S.F. Holding Co. Ltd. fournit des services logistiques intégrés en Chine et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
002352 Community Fair Values
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Analyst Price Targets
S.F. Holding Co., Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | CN¥33.90 |
| Plus haut sur 52 semaines | CN¥49.60 |
| Plus bas sur 52 semaines | CN¥30.13 |
| Bêta | 0.42 |
| Variation sur 1 mois | 8.10% |
| Variation sur 3 mois | -7.12% |
| Variation sur 1 an | -29.11% |
| Variation sur 3 ans | -30.52% |
| Variation sur 5 ans | -42.52% |
| Évolution depuis l'introduction en bourse | -18.33% |
Nouvelles et mises à jour récentes
Nouveau récit • Jul 09
Global Supply Chain Expansion And Automation Will Transform This Logistics Leader’s Future Prospects
Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company with express delivery, freight, supply chain and international services. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Jun 17
002352: Share Repurchases And Dividend Policy Will Support Future Upside Potential
Analysts have slightly reduced their price target on S.F. Holding, with updated fair value estimates moving from CN¥47.92 to CN¥47.52 as they fine tune assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News for S.F. Holding S.F. Holding closed an H share private placement on 9 June 2026, raising net proceeds of about HK$8,288,750,000.Mise à jour du récit • Jun 03
002352: Expanded Share Repurchases And Dividend Will Support Future Upside Potential
Analysts have nudged their price target for S.F. Holding slightly lower to CN¥47.92 from CN¥47.92, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for March 20, 2026 to consider changing the use of certain proceeds from the global offering.Mise à jour du récit • May 11
002352: Expanded Share Buybacks And Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for S.F. Holding to about CN¥47.92 from roughly CN¥48.76, reflecting updated assumptions around a slightly lower revenue growth outlook, a modestly higher profit margin, a small reduction in the discount rate, and a reduced future P/E multiple. What's in the News The board plans to meet on March 20, 2026 to review a proposal to change how certain proceeds from the global offering will be used.Recent updates
Nouveau récit • Jul 09
Global Supply Chain Expansion And Automation Will Transform This Logistics Leader’s Future Prospects
Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company with express delivery, freight, supply chain and international services. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jun 17
002352: Share Repurchases And Dividend Policy Will Support Future Upside Potential
Analysts have slightly reduced their price target on S.F. Holding, with updated fair value estimates moving from CN¥47.92 to CN¥47.52 as they fine tune assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News for S.F. Holding S.F. Holding closed an H share private placement on 9 June 2026, raising net proceeds of about HK$8,288,750,000.Mise à jour du récit • Jun 03
002352: Expanded Share Repurchases And Dividend Will Support Future Upside Potential
Analysts have nudged their price target for S.F. Holding slightly lower to CN¥47.92 from CN¥47.92, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for March 20, 2026 to consider changing the use of certain proceeds from the global offering.Mise à jour du récit • May 11
002352: Expanded Share Buybacks And Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for S.F. Holding to about CN¥47.92 from roughly CN¥48.76, reflecting updated assumptions around a slightly lower revenue growth outlook, a modestly higher profit margin, a small reduction in the discount rate, and a reduced future P/E multiple. What's in the News The board plans to meet on March 20, 2026 to review a proposal to change how certain proceeds from the global offering will be used.Mise à jour du récit • Apr 26
002352: Expanded Share Buybacks And Dividend Will Support Future Upside Potential
Analysts have trimmed their price target on S.F. Holding slightly to reflect a fair value estimate of about CN¥48.76. This estimate is supported by updated assumptions for discount rate, revenue growth, profit margin and future P/E.Mise à jour du récit • Apr 10
002352: Expanded Buybacks And Capital Reduction Will Support Future Upside Potential
Analysts have moderately reduced their price target for S.F. Holding to about CN¥49.23 from CN¥49.84, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News From January 1, 2026 to March 31, 2026, S.F. Holding repurchased 28,083,500 shares for CNY 1,057.28m, taking total repurchases under the April 28, 2025 buyback to 67,043,189 shares for CNY 2,599.77m, representing 1.33% of shares (Key Developments).Mise à jour du récit • Mar 27
002352: Completed Share Repurchases Will Support Future Upside Potential
Analysts have trimmed their price target for S.F. Holding slightly to around CN¥49.84 from about CN¥50.10, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News S.F. Holding updated investors on its ongoing share repurchase program under the buyback announced on April 28, 2025 (company disclosure).Mise à jour du récit • Mar 12
002352: Share Repurchases And Stable Profit Outlook Will Support Future Upside Potential
Analysts now estimate fair value for S.F. Holding at CN¥50.10 per share, which is broadly consistent with the previous target. This view is supported by slightly lower assumed discount rates, a marginally softer profit margin outlook, and a similar forward P/E framework.Mise à jour du récit • Feb 26
002352: Share Buybacks And Governance Reforms Will Support Future Upside Potential
Analysts have maintained their CN¥50.10 price target on S.F. Holding, citing only small tweaks to underlying assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E expectations. What's in the News S.F. Holding completed a share buyback program first announced on April 28, 2025, repurchasing a total of 38,959,689 shares, representing 0.78% of share capital, for CNY 1,542.49 million (Key Developments).Mise à jour du récit • Feb 11
002352: Share Repurchases And Governance Reforms Will Support Future Share Price Appreciation
Analysts have slightly adjusted their view on S.F. Holding, trimming the average 12 month price target by a small amount to reflect modestly lower discount rate and future P/E assumptions while keeping fair value broadly anchored around CN¥50.10. What's in the News S.F. Holding completed a share repurchase of 38,959,689 shares, representing 0.78% of its share capital, for a total of CNY 1,542.49m under the buyback program announced on April 28, 2025 (Key Developments).Mise à jour du récit • Jan 26
002352: Expanded Buyback Program Will Support Future Share Price Appreciation
Analysts have made a slight reduction to their price target on S.F. Holding, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying story. What's in the News Between October 1, 2025 and December 31, 2025, S.F. Holding repurchased 31,527,041 shares, representing 0.63% of its share capital, for CNY 1,242.5 million under its ongoing buyback plan (company filing).Mise à jour du récit • Jan 11
002352: Expanded Buyback And Governance Reforms Will Support Future Share Price Appreciation
Analysts have slightly reduced their price target on S.F. Holding, reflecting modest adjustments to fair value assumptions, the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, S.F. Holding repurchased 31,527,041 shares, representing 0.63% of its share capital, for CNY 1,242.5 million under its ongoing buyback program (company disclosure).Mise à jour du récit • Dec 15
002352: Expanded Share Buyback Authorization Will Support Future Share Price Appreciation
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.Mise à jour du récit • Nov 29
002352: Buyback Increase To CN¥3,000 Million Will Drive Share Price Higher
Analysts have modestly lowered their price target for S.F. Holding, with updated estimates now at ¥50.68. Recent reassessments reflect small shifts in expected discount rate and earnings multiples.Mise à jour du récit • Nov 15
002352: Increased Buyback Authorization Will Support Share Price Over Next Year
Analysts have revised their price target for S.F. Holding downward from $52.35 to $50.68. They cited slightly reduced expectations for revenue growth and profit margins, as well as a marginally higher discount rate.Mise à jour du récit • Oct 31
002352: Share Buyback Expansion And Dividend Actions Will Drive Next Phase
Narrative Update on S.F. Holding: Analyst Price Target Change Analysts have lowered their fair value estimate for S.F. Holding from ¥54.02 to ¥52.35. They attribute the change to more cautious projections for revenue growth, a slightly higher discount rate, and only modest improvements in profit margins.Mise à jour du récit • Sep 14
Southeast Asia Freight And Digital Automation Will Open New Markets
S.F. Holding’s key financial metrics, including discount rate and net profit margin, showed negligible changes, resulting in the consensus analyst price target remaining essentially stable with a slight decrease from CN¥54.58 to CN¥54.02. What's in the News Extraordinary General Meeting to consider changes in registered capital, amendments to articles of association, and stock ownership plan.Mise à jour du récit • Aug 31
Southeast Asia Freight And Digital Automation Will Open New Markets
S.F. Holding’s valuation metrics remain stable, with both the discount rate and net profit margin showing negligible changes, supporting a marginal increase in the consensus analyst price target from CN¥54.96 to CN¥55.59. What's in the News Board approved interim results for six months ended June 30, 2025, and is considering payment of an interim dividend.
Nouveau récit • Mar 30
Southeast Asia Freight And Digital Automation Will Open New Markets
Strategic focus on international growth and technological innovation aims to improve operational efficiency and revenue outside the domestic market.Rendement pour les actionnaires
| 002352 | CN Logistics | CN Marché | |
|---|---|---|---|
| 7D | 1.5% | -1.8% | -4.7% |
| 1Y | -29.1% | -16.4% | 10.6% |
Rendement vs Industrie: 002352 a sous-performé le secteur CN Logistics qui a rapporté -16.4 % au cours de l'année écoulée.
Rendement vs marché: 002352 a sous-performé le marché CN qui a rapporté 10.6 % au cours de l'année écoulée.
Volatilité des prix
| 002352 volatility | |
|---|---|
| 002352 Average Weekly Movement | 2.9% |
| Logistics Industry Average Movement | 5.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in CN Market | 12.3% |
| 10% least volatile stocks in CN Market | 4.3% |
Cours de l'action stable: 002352 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché CN.
Volatilité au fil du temps: La volatilité hebdomadaire de 002352 ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1993 | 158,761 | Dick Wang | www.sf-express.com |
S.F. Holding Co. Ltd. fournit des services logistiques intégrés en Chine et à l'étranger. Elle exerce ses activités par l'intermédiaire de : Les segments Time-Definite Express, Economy Express, Freight, Cold Chain and Pharmaceutical, Intra-City On-Demand Delivery, International Express, International Freight and Freight Forwarding, et Supply Chain. La société propose des services de messagerie, d'expédition de fret international, d'express national et international, etc. ; des services de maintenance et de développement techniques ; des services de transport de fret et d'expédition de fret ; et des services de télécommunication à valeur ajoutée.
S.F. Holding Co., Ltd. Résumé des fondamentaux
| 002352 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | CN¥170.60b |
| Bénéfices(TTM) | CN¥11.41b |
| Recettes(TTM) | CN¥312.52b |
15.2x
Ratio P/E0.6x
Ratio P/SLe site 002352 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 002352 compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥312.52b |
| Coût des recettes | CN¥270.57b |
| Marge brute | CN¥41.95b |
| Autres dépenses | CN¥30.54b |
| Les revenus | CN¥11.41b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 29, 2026
| Résultat par action (EPS) | 2.23 |
| Marge brute | 13.42% |
| Marge bénéficiaire nette | 3.65% |
| Ratio dettes/capitaux propres | 36.4% |
Quelles ont été les performances à long terme de 002352?
Voir les performances historiques et les comparaisonsDividendes
2.6%
Rendement actuel des dividendes39%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/23 19:35 |
| Cours de l'action en fin de journée | 2026/07/23 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
S.F. Holding Co., Ltd. est couverte par 38 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Cherry Leung | Bernstein |
| Fan Tso | BofA Global Research |
| Jiangnan Luo | China Galaxy Securities Co., Ltd. |