【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
Singapore Investment
-
-
-
-
-
-
-
The Art of Being Patient10 hours ago
-
-
-
-
-
-
SBAUG25 GX25080X is 2.29%16 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Portfolio Summary for June 20253 days ago
-
-
-
Portfolio (June 30, 2025)3 days ago
-
Portfolio (June 30, 2025)3 days ago
-
-
Portfolio Update June 20253 days ago
-
-
-
-
-
Month of June 20253 days ago
-
June 2025 Updates3 days ago
-
-
-
-
-
-
-
Batisht crazy!6 days ago
-
-
Will SORA crash to 1 per cent?6 days ago
-
-
Hello world!1 week ago
-
-
Cut back some exposure1 week ago
-
-
-
-
-
8 tips for house moving1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio4 weeks ago
-
-
-
Thakral - Gem life deal finally coming?5 weeks ago
-
-
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr1 month ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 22 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]2 months ago
-
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 20249 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 202411 months ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-