Market Leadership And Operational EfficiencyAnalyst observes that the company's leading position in Thailand, sustained high parcel volume growth and ongoing cost-reduction efforts support expectations of margin improvement and potential outperformance in Southeast Asia in 2026.
Network And Cross-border ExpansionAnalyst notes that access to SF's first-mile network, cross-border line haul, warehouses and parcel lockers enables rapid scaling into Europe and the US and strengthens delivery reach across emerging markets.
Strategic PartnershipAnalyst highlights that the share-swap agreement and prolonged lock-up demonstrate strong alignment between partners, creating a clear path for coordinated strategy and improving investor confidence in long-term execution.