MB-SF @EC2707A

JPMorgan downgrades SF Holding's target price but maintains overweight rating

SF Holding's Net Profit Grew 13.05% in Q1 2026

SF Holding released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue HKD 84.06 B (forecast HKD 84.64 B), actual EPS HKD 0.5668 (forecast HKD 0.563)

Xingdong Jiynu Secures Over $200 Million Series Financing and Demonstrates Embodied AI Breakthrough

SF Holding to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue HKD 85.49 B, EPS HKD 0.563

J&T Global Express Limited Shareholders Approve Strategic Transaction with SF Holding

SF Holding Denies Rumor of Raising $1 Billion Through Convertible Bonds

S.F. Holding Seeks to Raise Up to $1 Billion in Hong Kong

SF Holding Signs Contract to Invest 300 Million Yuan in Smart Logistics Hub in Nanjing

SF Holding's Revenue Increased by 2.71% in March

DBS Maintains Buy Rating on SF Holding, Target Price at HKD 45.00

SF Holding Announces 2025 Annual Results: Revenue Growth but Slower Profit Growth

SF Holding Plans to Invest Up to 3.8 billion in Low-Risk Financial Products

SF HOLDING released FY2025 earnings on March 30 During-Market (BJT), actual revenue HKD 336.88 B (forecast HKD 345.62 B), actual EPS HKD 2.4284 (forecast HKD 2.5001)

SF HOLDING released FY2025 Q4 earnings on March 30 During-Market (BJT), actual revenue HKD 92.26 B (forecast HKD 91.91 B), actual EPS HKD 0.6117 (forecast HKD 0.5354)

SF Holding's ESG Rating Rises to AA in Half a Year

SF Holding to Release FY2025 Earnings on March 31 During-Market (BJT), Forecast Revenue HKD 353.58 B, EPS HKD 2.5001

SF Holding repurchased 1.8297 million shares at RMB 36.94 per share

SF International Suspends International Express and E-commerce Services to Middle East

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

06936

SF HOLDINGplans to establish a gold vault in Hong Kong, expected to launch in October. The facility will feature safe deposit boxes for high-value assets and a section for precious metals storage, with a capacity of 50 to 100 tonnes.

AASTOCKS News

SF HOLDING

SF Holding

SF HOLDING Reportedly Plans to Set Up Gold Vault in HK, Expected to Launch in Oct

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S.F. Holding Co., Ltd. announced that its controlling shareholder, Shenzhen Mingde Holding Development Co., has partially lifted the pledge on 22 million A shares, which is 0.89% of Mingde's stake and 0.44% of S.F. Holding's total share capital. This release reduces Mingde's pledged ratio, potentially improving its financing position and lowering risks for minority shareholders. Mingde still holds approximately 2.46 billion A shares, with 793 million shares remaining pledged. The latest analyst rating for S.F. Holding is a Buy with a price target of HK$43.00.

Tip Ranks

S.F. Holding’s Controlling Shareholder Partially Lifts Pledge on A Shares

S.F. Holding Co., Ltd. reported a strong turnout at its 2025 AGM, with 57.83% of voting share capital represented. The meeting, held on May 8, 2026, in Shenzhen, utilized both on-site and online voting. Major shareholder Wang Wei and associates abstained from voting on a resolution regarding related-party transactions, highlighting governance measures. The latest analyst rating for S.F. Holding (HK:6936) is a Buy, with a price target of HK$43.00. The company is a leading logistics provider in China, focusing on integrated logistics solutions.

S.F. Holding reports strong shareholder turnout at 2025 AGM

S.F. Holding Co., Ltd. has expanded its A-share buyback program, reflecting management's confidence in the company's long-term value. The board approved a buyback plan with funds between RMB 3 billion and RMB 6 billion, aiming to repurchase shares at a price cap of RMB 59.10 each. Since September 2025, the company has repurchased nearly 96.3 million A shares for about RMB 3.70 billion, representing 1.91% of its share capital. The initiative aims to enhance capital efficiency and shareholder returns, with a recent analyst rating of Buy and a price target of HK$43.00.

S.F. Holding Expands A-Share Buyback as Repurchased Stake Nears 2%

JPMorgan has lowered the target price for SF HOLDINGfrom HKD47 to HKD40, citing a slight beat in 1Q results and ongoing growth momentum. Despite macro uncertainties, the company is optimizing its product mix and recovering gross margins. The muted market reaction is attributed to investor sentiment and unclear profitability in KLN. Year-to-date, SF HOLDING H-shares have risen 4%, while A-shares have fallen 3%. JPMorgan maintains an Overweight rating but has reduced earnings forecasts for 2026-2028 by about 4%.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

JPM Cuts SF HOLDING  TP to HKD40; Room to Catch Up if Operations Improve

Changi Airport Group (CAG) and Shenzhen SF Taisen Holding (SF) have signed a memorandum of understanding to establish Changi Airport as SF's first overseas hub. This five-year agreement aims to enhance SF's logistics network across Southeast Asia, South Asia, and Oceania, leveraging Singapore's strategic location. The partnership will also increase Changi Airport's express cargo capacity, with SF Airlines operating daily freighter services between Singapore and Shenzhen. Both parties emphasize the collaboration's potential to facilitate the movement of high-value goods across the Asia-Pacific region.

Businesstimes News

Changi Airport inks deal to be first overseas hub for China logistics giant SF Group

S.F. Holding Co., Ltd. has released its unaudited first-quarter report for 2026, prepared under PRC standards. The report covers financial and operational data from January 1 to March 31, 2026, emphasizing accuracy and compliance with Hong Kong listing rules. The company, based in Shenzhen, aims to maintain transparency for investors. The latest analyst rating for S.F. Holding (HK:6936) is a Buy, with a price target of HK$43.00. The company operates in the logistics sector and has a market cap of HK$200.5B.

S.F. Holding Issues Unaudited First-Quarter 2026 Report Under PRC Standards

J&T Global Express Limited shareholders have unanimously approved a major transaction involving the subscription of H shares from S.F. Holding Co., Ltd. and the issuance of new Class B shares. This decision, made during an extraordinary general meeting on April 21, 2026, also includes amendments to the company's governance framework, reflecting strong support from shareholders. The approval indicates confidence in the strategic partnership with S.F. Holding and potential synergies. The latest analyst rating for J&T Global Express stock is a Buy, with a price target of HK$13.50.

J&T EXPRESS-W

J&T Global Express Shareholders Back S.F. Holding Deal and Governance Changes

MB-SF @EC2707A(29145.HK)