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

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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

$1.745

07 Dec
2023

0.005

OPEN

$1.75

0.29%

HIGH

$1.75

44,442

LOW

$1.74

TARGET
$3.00 71.9% 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 20.8 20.5 xxx
DPS (cps) xxx 8.4 8.4 xxx
EPS Growth xxx 19.3% - 1.4% xxx
DPS Growth xxx - 1.4% 0.4% xxx
PE Ratio xxx N/A 8.5 xxx
Dividend Yield xxx N/A 4.8% xxx
Div Pay Ratio(%) xxx 40.3% 41.0% xxx

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

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.81

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: 01/09 - ex-div 3.1c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 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%

Broker commentary and detailed analysis is available for Full Members Only.
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Shaw and Partners

16/11/2023

1

Buy, High Risk

$3.00

71.92%

Silk Logistics' AGM revealed the business is tracking in line with expectations held by Shaw and Partners. The Buy, High Risk rating and $3.00 target are unchanged.

Subject to no further worsening in the economic backdrop, management expects to grow revenue and earnings in FY24 broadly in line with market consensus forecasts.

The DP World cyber attack on November 10 impacted containers bound for facilities owned by Silk Logistics, but management expects the situation will be resolved within a week. Increased costs will either be passed on to customers or recouped from DP World.

FORECAST
Shaw and Partners forecasts a full year FY24 dividend of 8.20 cents and EPS of 20.40 cents.
Shaw and Partners forecasts a full year FY25 dividend of 10.20 cents and EPS of 25.60 cents.
Access Stockbroker Research History >

SLH STOCK CHART

FNArena News on SLH

1
Australian Broker Call *Extra* Edition – Oct 02, 2023

Oct 02 2023 - Daily Market Reports
2
Treasure Chest: Silk Logistics

Sep 28 2023 - Treasure Chest
3
FNArena Corporate Results Monitor – 24-08-2023

Aug 24 2023 - Australia
4
Australian Broker Call *Extra* Edition – Mar 08, 2023

Mar 08 2023 - Daily Market Reports
5
FNArena Corporate Results Monitor – 24-02-2023

Feb 24 2023 - Australia

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