SILK LOGISTICS HOLDINGS LIMITED (SLH)
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SLH - SILK LOGISTICS HOLDINGS LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 2.67
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.53

11 Apr
2024

0.020

OPEN

$1.53

1.32%

HIGH

$1.54

499

LOW

$1.53

TARGET
$2.475 61.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
a2b . ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . LAU . NTD . QAN . QUB . SPZ . SST . THL . WTC . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
SLH: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx N/A 15.1 xxx
DPS (cps) xxx N/A 4.8 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 10.2 xxx
Dividend Yield xxx N/A 3.1% xxx
Div Pay Ratio(%) xxx N/A 31.6% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

5.44

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 01/03 - ex-div 2.82c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 2020202120222023
EPS Basic xxxxxxxxx20.8
DPS All xxxxxxxxx8.4
Sales/Revenue xxxxxxxxx488.6 M
Book Value Per Share xxxxxxxxx95.5
Net Operating Cash Flow xxxxxxxxx60.5 M
Net Profit Margin xxxxxxxxx3.36 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2020202120222023
Return on Capital Employed xxxxxxxxx23.05 %
Return on Invested Capital xxxxxxxxx7.42 %
Return on Assets xxxxxxxxx4.25 %
Return on Equity xxxxxxxxx23.05 %
Return on Total Capital xxxxxxxxx11.93 %
Free Cash Flow ex dividends xxxxxxxxx42.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 2020202120222023
Short-Term Debt xxxxxxxxx62 M
Long Term Debt xxxxxxxxx159 M
Total Debt xxxxxxxxx221 M
Goodwill - Gross xxxxxxxxx61 M
Cash & Equivalents - Generic xxxxxxxxx30 M
Price To Book Value xxxxxxxxx2.12

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2020202120222023
Capex xxxxxxxxx8.8 M
Capex % of Sales xxxxxxxxx1.81 %
Cost of Goods Sold xxxxxxxxx421 M
Selling, General & Admin. Exp & Other xxxxxxxxx35 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx-

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Shaw and Partners

28/02/2024

1

Buy

$2.30

50.33%

Shaw and Partners found the first half results from Silk Logistics "credible", given mixed market conditions, with revenue and underlying EBITDA ahead of expectations.

Challenging conditions are expected to continue into the second half and this is reflected in FY24 guidance. Revenue is guided in the range of $540-560m while EBITDA is in the range of $92-98m.

The broker notes recent acquisitions have diversified the service offering and this should enable the business to win market share and attract larger customers over time. Buy rating maintained. Target is reduced to $2.30 from $3.00.

FORECAST
Shaw and Partners forecasts a full year FY24 dividend of 4.60 cents and EPS of 13.80 cents.
Shaw and Partners forecasts a full year FY25 dividend of 7.30 cents and EPS of 18.50 cents.

SLH STOCK CHART