Market Brief

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Author

何國穎先生 (Paul Ho)
助理經理

現任職輝立助理經理,除了鑽研圖表和數據分析外,也著重股票基本分析面。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
22776655

圓通速遞(國際)控股有限公司 (6123)

Wednesday, October 26, 2022 Views5865

業績:

2022年上半年度,集團營業額上升13﹒2%至34﹒4億元,股東應佔溢利增加25﹒9%至1﹒22億元。期內業務概況如下:
(一)整體毛利上升11﹒1%至3﹒65億元,毛利率微跌0﹒2個百分點至10﹒6%;
(二)空運:營業額上升24﹒1%至17﹒43億元,佔總營業額50﹒7%,分部溢利增長14﹒9%至8883萬元;
(三)海運:營業額增長30﹒5%至10﹒36億元,佔總營業額30﹒1%,分部溢利亦增長53﹒1%至1﹒13億元;
(四)物流:營業額增長12%至4005萬元,分部溢利則下跌93﹒1%至34萬元;
(五)國際快遞及包裹:營業額下跌25﹒2%至5﹒57億元,佔總營業額16﹒2%,分部溢利減少9%至7223萬元;
(六)於2022年6月30日,集團之銀行結餘及現金為7﹒5億元,銀行借款為118萬元。流動比率為2﹒19倍(2021年12月31日:1﹒97倍),資產負債比率(按銀行借款總額除以權益總額計算)為0﹒1%(2021年12月31日:0﹒5%)。

圓通速遞國際從事空運及海運貨運代理、貨運銷售代理,以及配套與合約物流服務。以香港作為總部的國際貨運代理服務供應商,現時業務已擴展至16個國家,並在亞洲、荷蘭及北美設立了54個辦事處。集團的配套及合約物流設施位於香港、上海、阿姆斯特丹、洛衫磯及卡森(位於美國加利福利亞洲)的物業,總佔地面積19﹐000萬平方米。由於現時市況低迷,交投冷淡,投資者可先用小注候低吸納。

買入價 1.42元
目標價 1.75元
止蝕價 1.28元

資料來源: ETNET

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