S.F. Holding stock gets a lower fair value estimate

Published on 10/07/2026 at 10:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

S.F. Holding stock faces a lower consensus fair value of CNY 30.60 after an October 1 revision. First-half revenue reached CNY 155.5 billion as international growth accelerated.

S.F. Holding, CNE100000L63, Illustration mit AI erstellt.

S.F. Holding stock (ISIN CNE100000L63) was last at CNY 30.67 on the Shenzhen Stock Exchange on September 30, 2026, up 0.52 percent at 3:04 p.m. CST. The immediate valuation signal is cautious: Simply Wall St reported on October 1, 2026 that the consensus fair value estimate was reduced from CNY 34.64 to CNY 30.60.

Consensus fair value reaches CNY 30.60

The revision puts the consensus estimate below the September 30 Shenzhen quote, a direct contrast with the earlier CNY 34.64 level. Simply Wall St attributed the change to lower revenue-growth assumptions, a higher profit-margin assumption and a reduced future valuation multiple.

A separate Investing.com consensus page lists a Strong Buy rating from 10 analysts for the Hong Kong-listed 06936.HK line, with an average 12-month target of HKD 43.64, a high of HKD 55.33 and a low of HKD 34.18. These Hong Kong dollar targets are separate from the CNY quotation of the primary Shenzhen listing.

First-half revenue reaches CNY 155.5 billion

EtNet reported on August 28, 2026 that S.F. Holding generated CNY 155.5 billion in revenue during the first half of 2026. Adjusted net profit rose 9.3 percent year over year to CNY 5.0 billion, while Supply Chain and International revenue increased 15.6 percent.

The international expansion is more pronounced outside the KLN contribution: the company's core Supply Chain and International revenue excluding KLN increased 46.6 percent in the first half. The same results release said the 2026 interim dividend payout ratio was raised to 45 percent from 40 percent for full-year 2025, creating a second valuation factor alongside the lower fair value estimate.

Stock stays near its 52-week low

S.F. Holding traded between CNY 30.07 and CNY 41.40 over the 52-week period covered by the September 30 quote. The last price of CNY 30.67 stood CNY 0.60 above the low and CNY 10.73 below the high, while volume reached 11,622,219 shares.

The company had a market capitalization of CNY 147.2 billion as of September 30, 2026. Its international-growth figures offer a measurable counterweight to the valuation revision, but the stock's position near the lower end of its yearly range keeps the market's assessment firmly tied to execution.

S.F. Holding stock trades near its yearly low

S.F. Holding stock was last at CNY 30.67 on the Shenzhen Stock Exchange on September 30, 2026 at 3:04 p.m. CST, with the 52-week range at CNY 30.07 to CNY 41.40.