南洋行家论股
泛亚综合物流 新合约推高目标价
目标价：1.97令吉
最新进展：
泛亚综合物流（TASCO，5140，主板贸服股）与义利（YEELEE，5584，主板消费产品股）的联营公司YLTC私人有限公司，昨日获大马蚬壳贸易私人有限公司委任为西马蚬壳油站便利零售商店供应链服务供应商。
行家建议：
这项合约将归纳在联营公司名下，获利视持股比例分配，而YLTC私人有限公司将把合约当中的物流服务（包括干湿仓库空间和卡车）以市场合理价格，外包给泛亚综合物流。
我们初步估计，当整个项目进入高峰阶段，泛亚综合物流在联营公司水平下，年度获利可达150万令吉。
假设当中的物流成本占9%至14%，估计外包的物流服务将可贡献3200万至5000万令吉营业额，意味着税前盈利有220万至350万令吉。
基于合约较预期提早实行，我们上调2019财年盈利预估0.5%，维持2020财年盈利预估不变。
盈利预估调高，目标价从1.96令吉，微调至1.97令吉。
http://www.enanyang.my/news/20180915/泛亚综合物流-新合约推高目标价/
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