【行家论股/视频】Swift物流(SWIFT,5303,主板交通和物流股) 竞争优势远超同行
分析:MIDF投行研究
目标价:1.28令吉
最新进展:
Swift物流(SWIFT,5303,主板交通和物流股)签署了解备忘录(MOU),探讨以现金全购港口服务商——KP Depot服务私人有限公司,价格介于900万至1100万令吉。
上述MOU,是由Swift物流独资子公司Swift综合物流,和KP Depot服务、Sowatech私人有限公司签署。
另外,完成交易后,根据协议,未来两年内卖方不得从事相关业务,与KP Depot形成竞争。
Swift物流
行家建议:
我们乐观看待这项计划,因为这有助于加强Swift物流在货柜堆场服务业上的脉络。
迄今为止,Swift物流在巴生港一带营运着4个货柜堆场,总容量约为2万8500个标准货柜(TEUs)。
就目前而言,我们继续维持该公司的净利预测不变。
另外,我们看好Swift物流,主要是该公司的业务相较多元化、庞大的商用车车队,即比最接近的竞争对手大上3倍,以及高于平均水平的净利赚幅。
下行风险,则包括主要客户的业务表现恶化,降低该公司的服务需求、柴油价格上涨拉低公司盈利,以及卡车司机人手短缺。
综合以上,我们维持买入评级,以及1.28令吉的目标价不变。
Swift物流股价走势 12/1/22
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91swift%E7%89%A9%E6%B5%81-%E7%AB%9E%E4%BA%89%E4%BC%98%E5%8A%BF%E8%BF%9C%E8%B6%85%E5%90%8C%E8%A1%8C
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