SILK LOGISTICS HOLDINGS LIMITED (SLH)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SLH - SILK LOGISTICS HOLDINGS LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 2.61
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.15

26 May
2023

-0.040

OPEN

$2.18

-1.83%

HIGH

$2.18

54,533

LOW

$2.15

TARGET
$3.65 69.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
a2b . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KLS . KSC . LAU . MCS . NTD . QAN . QUB . SST . THL . VAH . WTC . Z2U .
FNARENA'S MARKET CONSENSUS FORECASTS
SLH: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 17.4 22.2 xxx
DPS (cps) xxx 8.5 10.7 xxx
EPS Growth xxx 57.4% 27.2% xxx
DPS Growth xxx N/A 25.4% xxx
PE Ratio xxx N/A 9.7 xxx
Dividend Yield xxx N/A 5.0% xxx
Div Pay Ratio(%) xxx 48.7% 48.1% xxx

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

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.95

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: 02/03 - ex-div 5.27c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 202020212022
EPS Basic xxxxxx17.4
DPS All xxxxxx8.5
Sales/Revenue xxxxxx394.7 M
Book Value Per Share xxxxxx85.0
Net Operating Cash Flow xxxxxx45.3 M
Net Profit Margin xxxxxx3.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022
Return on Capital Employed xxxxxx24.35 %
Return on Invested Capital xxxxxx6.65 %
Return on Assets xxxxxx4.10 %
Return on Equity xxxxxx24.35 %
Return on Total Capital xxxxxx11.85 %
Free Cash Flow ex dividends xxxxxx31.2 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 202020212022
Short-Term Debt xxxxxx39 M
Long Term Debt xxxxxx140 M
Total Debt xxxxxx179 M
Goodwill - Gross xxxxxx40 M
Cash & Equivalents - Generic xxxxxx32 M
Price To Book Value xxxxxx2.35

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022
Capex xxxxxx2.3 M
Capex % of Sales xxxxxx0.59 %
Cost of Goods Sold xxxxxx345 M
Selling, General & Admin. Exp & Other xxxxxx22 M
Research & Development xxxxxx-
Investments - Total xxxxxx-

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

Shaw and Partners

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

24/02/2023

1

Add

$3.80

76.74%

First half earnings (EBITDA) for Silk Logistics beat Morgans' forecast by 10% while a steady earnings margin was in line.

The Port Logistics and Contract Logistics segments saw revenues rise by 31.5% and 51.6%, respectively, with margins softening for Contract Logistics due to ongoing investment and cost headwinds (pallets and staffing).

The analyst expects strong pricing for Port logistics will continue into the 2H, despite overall group FY23 guidance implying softer 2H conditions.

The Add rating is unchanged and the target rises to $3.80 from $3.70.

FORECAST
Morgans forecasts a full year FY23 dividend of 10.00 cents and EPS of 23.00 cents.
Morgans forecasts a full year FY24 dividend of 12.00 cents and EPS of 26.00 cents.
Access Stockbroker Research History >

SLH STOCK CHART

FNArena News on SLH

1
Australian Broker Call *Extra* Edition – Mar 08, 2023

Mar 08 2023 - Daily Market Reports
2
FNArena Corporate Results Monitor – 24-02-2023

Feb 24 2023 - Australia
3
Australian Broker Call *Extra* Edition – Nov 21, 2022

Nov 21 2022 - Daily Market Reports
4
FNArena Corporate Results Monitor – 29-08-2022

Aug 29 2022 - Australia
5
Australian Broker Call *Extra* Edition – Jul 29, 2022

Jul 29 2022 - Daily Market Reports

Latest Transportation & Logistics News

1
Qantas Flying High, But Sustainability In Question

May 24 2023 - Australia
2
A Better Brambles Exudes Confidence

Mar 01 2023 - Australia
3
Price Performance Drives Brambles’ Turnaround

Oct 20 2022 - Australia
4
Brambles Executes On Pricing & Costs

Aug 19 2022 - Australia
5
Trouble On The Aurizon

Aug 10 2022 - Australia
6
Brambles: No Plastic, Fantastic

Jul 04 2022 - Australia
7
Brambles: Worth Holding

May 17 2022 - Technicals
8
Brambles In The Weeds Over Plastic Indecision

Apr 26 2022 - Australia
9
Treasure Chest: Brambles Sour On The Palate

Dec 21 2021 - Treasure Chest
10
Treasure Chest: Aurizon, ESG Victim

Dec 14 2021 - Treasure Chest