S.F. Holding (002352) Panoramica del titolo
S.F. Holding Co., Ltd. è impegnata nella fornitura di servizi logistici integrati in Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
002352 Community Fair Values
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Analyst Price Targets
Concorrenti di S.F. Holding Co., Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | CN¥33.50 |
| Massimo di 52 settimane | CN¥49.60 |
| Minimo di 52 settimane | CN¥30.13 |
| Beta | 0.42 |
| Variazione di 1 mese | 7.10% |
| Variazione a 3 mesi | -8.22% |
| Variazione di 1 anno | -30.14% |
| Variazione a 3 anni | -32.66% |
| Variazione a 5 anni | -43.33% |
| Variazione dall'IPO | -19.30% |
Notizie e aggiornamenti recenti
Nuova narrativa • Jul 23
Automation And Cross Border Logistics Will Shape A Steady Yet Constrained Future
Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company focused on express delivery, freight, and supply chain services across domestic and international markets. What are the underlying business or industry changes driving this perspective?
Nuova narrativa • 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?
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Recent updates
Nuova narrativa • Jul 23
Automation And Cross Border Logistics Will Shape A Steady Yet Constrained Future
Catalysts About S.F. Holding S.F. Holding is a China based integrated logistics company focused on express delivery, freight, and supply chain services across domestic and international markets. What are the underlying business or industry changes driving this perspective?Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Rendimenti per gli azionisti
| 002352 | CN Logistics | CN Mercato | |
|---|---|---|---|
| 7D | 1.3% | -0.04% | 0.1% |
| 1Y | -30.1% | -19.7% | 7.8% |
Ritorno vs Industria: 002352 ha avuto una performance inferiore rispetto al CN Logistics che ha registrato un rendimento -19.7 % nell'ultimo anno.
Rendimento vs Mercato: 002352 ha avuto una performance inferiore al mercato CN che ha registrato un rendimento 7.8 % nell'ultimo anno.
Volatilità dei prezzi
| 002352 volatility | |
|---|---|
| 002352 Average Weekly Movement | 2.9% |
| Logistics Industry Average Movement | 5.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in CN Market | 12.4% |
| 10% least volatile stocks in CN Market | 4.4% |
Prezzo delle azioni stabile: 002352 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato CN.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di 002352 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1993 | 158,761 | Dick Wang | www.sf-express.com |
S.F. Holding Co., Ltd. è impegnata nella fornitura di servizi logistici integrati in Cina e a livello internazionale. Opera attraverso: Express a tempo definito, Economy Express, Freight, Cold Chain e Pharmaceutical, Intra-City On-Demand Delivery, International Express, International Freight e Freight Forwarding e Supply Chain. L'azienda offre servizi di corriere, spedizioni internazionali, servizi espressi nazionali e internazionali; servizi di manutenzione e sviluppo tecnico; servizi di trasporto merci e spedizioni; servizi di telecomunicazione a valore aggiunto.
S.F. Holding Co., Ltd. Riepilogo dei fondamenti
| 002352 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | CN¥168.64b |
| Utili (TTM) | CN¥11.41b |
| Ricavi(TTM) | CN¥312.52b |
15.0x
Rapporto P/E0.5x
Rapporto P/S002352 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 002352 Conto economico (TTM) | |
|---|---|
| Ricavi | CN¥312.52b |
| Costo del fatturato | CN¥270.57b |
| Profitto lordo | CN¥41.95b |
| Altre spese | CN¥30.54b |
| Utili | CN¥11.41b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 29, 2026
| Utile per azione (EPS) | 2.23 |
| Margine lordo | 13.42% |
| Margine di profitto netto | 3.65% |
| Rapporto debito/patrimonio netto | 36.4% |
Come si è comportato 002352 nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.7%
Rendimento attuale del dividendo39%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/25 20:45 |
| Prezzo dell'azione a fine giornata | 2026/07/24 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
S.F. Holding Co., Ltd. è coperta da 38 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Cherry Leung | Bernstein |
| Fan Tso | BofA Global Research |
| Jiangnan Luo | China Galaxy Securities Co., Ltd. |