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[公司专区] 7117 Century Logistics 世纪通运

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发表于 2017-5-22 18:25 | 显示全部楼层
http://www.theedgemarkets.com/article/significant-synergy-seen-centurycj-malaysia-merger

Century Logistics Holdings Bhd
(May 19, RM1.24)
Initiate buy with a target price of RM1.70:
Century Logistics Holdings Bhd is on the cusp of transforming from a total integrated logistics pure play to an emerging parcel delivery provider by leveraging on CJ Korex’s strong parentage as South Korea’s largest logistics provider. Riding on the exponential growth potential in e-commerce and the digitisation of Malaysia’s retail economy, Century aims to differentiate itself with high service quality and superior efficiencies in automation. The merger with CJ Korex’s Malaysian operations could yield significant synergies, increase product offerings and expand its client base to underpin near-term earnings growth for its core operations.
Leveraging on CJ Korex’s technical competencies and established track record, Century is set to introduce its parcel delivery services in 2018 to complement CJ Korex’s strategy in extending its supply chain with last-mile delivery for logistics operations in Malaysia. With a strong go-to-market strategy, a readily available demand offtaker amid surging demand for Korean products and CJ Korex’s affiliation with local e-commerce players like CJ WOW Shop, we project a strong 71% revenue compound annual growth rate (CAGR) on the back of a 53% CAGR in sorting capacity for financial year 2018 (FY18) to FY20. We expect the segment to scale quickly and become Century’s second-largest earnings before interest and tax contributor by FY22.
Tapping into the operational strength of CJ Korex, we see room for sales expansion via the development of a new client base with concerted marketing efforts to Korean multinational corporations. The possible merger between CJ Malaysia and Century could also yield significant synergies via combined competency and cost control, aside from expanded product offerings and economies of scale. With the expansion of the new multistorey warehouse in FY18, Century is set to increase its storage footprint by 16% to 2.7 million square feet, enhancing its appeal as one of Malaysia’s largest storage solutions provider.
We are excited with the emergence of CJ Korex as a major shareholder of Century, and its vision to transform Century with the new venture into parcel delivery services, and at the same time strengthening its core logistics offerings via operational consolidation to achieve scale and expansion in its client base. — Affin Hwang Capital, May 19.





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发表于 2017-5-26 10:15 | 显示全部楼层
这股前途如何呢?

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x 116
发表于 2017-5-27 11:02 | 显示全部楼层
物流股年头至今高奏凯歌,但物流股老大东南物流(TNLOGIS,8397)却高兴不起来。

为什么呢?

市值与东南物流最接近的世纪通运(CENTURY,7117),年初至今股价猛涨了47%,从87.6仙升至今日收市的1.29令吉;市值与世纪通运相若的泛亚物流(TASCO,5140),年头至今股价暴增69%,由1.48令吉飙升至今日收市的2.52令吉;就连市值比泛亚物流小一半的新华控股(XINHWA,5267),年头至今股价亦录得27%涨幅。

反观东南物流,年初至今股价只升了9%,和综合指数的8%涨幅相去不远。

东南物流的市值是7.6亿令吉;世纪通运与泛亚物流的市值约5亿令吉;而新华控股的市值为2.6亿令吉。

东南物流在眼前这股物流狂潮中落单,原因何在?该公司又将如何扭转这局面?

最新一期《资汇》专访了东南物流执行董事王伟权,得知他有两手准备来挽回物流股一哥的颜面。一是横跨吉隆坡与中国深圳的跨境陆路运输;还有便是速递。

王伟权是东南物流大股东兼董事经理王泳越的儿子,亦是准接班人。

明天上架!

点评

谢谢分享  发表于 2018-3-24 16:18
谢谢分享  发表于 2018-3-24 16:17
谢谢分享  发表于 2018-3-24 16:17
谢谢分享  发表于 2018-3-24 16:17
谢谢分享  发表于 2018-3-24 16:17

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x 46500
发表于 2017-6-16 19:53 | 显示全部楼层
OTHERS CENTURY LOGISTICS HOLDINGS BERHAD ("CENTURY" OR "THE COMPANY")- AWARD OF NON UNIVERSAL LICENSE TO CENTURY TOTAL LOGISTICS SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF CENTURY                                                                       
CENTURY LOGISTICS HOLDINGS BERHAD
                        
                                        
TypeAnnouncement
SubjectOTHERS
                                
DescriptionCENTURY LOGISTICS HOLDINGS BERHAD ("CENTURY" OR "THE COMPANY")- AWARD OF NON UNIVERSAL LICENSE TO CENTURY TOTAL LOGISTICS SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF CENTURY
                                                                                                                        The Board of Directors of Century is pleased to announce that Century Total Logistics Sdn. Bhd. has been awarded a non-universal service license by the Malaysian Communications and Multimedia Commission. The license which is valid for three (3) years, will enable Century to operate its courier services.
This announcement is dated 16 June 2017.
                                            
                                       
                                    
                                
                        
                        
                                                                        
                        
                                                                Announcement Info                                       
Company Name                                                                         CENTURY LOGISTICS HOLDINGS BERHAD                                                       
Stock Name CENTURY
Date Announced16 Jun 2017
CategoryGeneral Announcement for PLC
Reference NumberGA1-16062017-00072
                                         


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发表于 2017-8-10 21:59 | 显示全部楼层
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谢谢分享  发表于 2018-3-24 16:29

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x 6
发表于 2017-8-14 21:49 | 显示全部楼层
我等到花儿也谢了。。。。

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x 0
发表于 2017-8-14 22:06 | 显示全部楼层
谢谢分享

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发表于 2017-8-19 22:19 | 显示全部楼层
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x 2
发表于 2017-8-20 20:17 | 显示全部楼层
Poor quarter result

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x 11514
发表于 2017-11-19 21:27 | 显示全部楼层
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谢谢分享  发表于 2018-3-24 16:30

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发表于 2017-11-21 21:10 | 显示全部楼层
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发表于 2017-11-22 11:36 | 显示全部楼层
Thank you

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发表于 2018-3-23 21:56 | 显示全部楼层
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x 30
发表于 2018-3-24 05:31 | 显示全部楼层
还可以买吗?

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x 11514
发表于 2018-8-25 20:35 | 显示全部楼层
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发表于 2018-10-5 22:59 | 显示全部楼层
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发表于 2019-12-31 20:19 | 显示全部楼层

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发表于 2020-1-9 21:00 | 显示全部楼层

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发表于 2020-2-15 12:04 | 显示全部楼层

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