KLN Logistics Group（KYL）株式概要投資持株会社であるKLNロジスティクス・グループ・リミテッドは、香港、中国本土、その他のアジア、米州、欧州、中東、アフリカ、オセアニアでロジスティクス・サービスを提供している。 詳細KYL ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より60.5%で取引されている 収益は年間4.38%増加すると予測されています 過去1年間で収益は0.8%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るKYL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.6926.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture082b2016201920222025202620282031Revenue HK$67.2bEarnings HK$1.7bAdvancedSet Fair ValueView all narrativesKLN Logistics Group Limited 競合他社LogwinSymbol: XTRA:TGHNMarket cap: €788.9mDeufolSymbol: HMSE:DE10Market cap: €37.4mDeutsche PostSymbol: XTRA:DHLMarket cap: €55.3bMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €37.9m価格と性能株価の高値、安値、推移の概要KLN Logistics Group過去の株価現在の株価HK$0.6952週高値HK$1.0352週安値HK$0.68ベータ0.951ヶ月の変化-2.84%3ヶ月変化-7.43%1年変化-17.96%3年間の変化-38.29%5年間の変化-71.69%IPOからの変化-32.45%最新ニュースDeclared Dividend • May 21Final dividend of HK$0.16 announcedShareholders will receive a dividend of HK$0.16. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 25%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non Executive Director Simon Lai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 30KLN Logistics Group Limited, Annual General Meeting, May 21, 2026KLN Logistics Group Limited, Annual General Meeting, May 21, 2026, at 14:30 China Standard Time.お知らせ • Mar 06KLN Logistics Group Limited to Report Fiscal Year 2025 Results on Mar 30, 2026KLN Logistics Group Limited announced that they will report fiscal year 2025 results on Mar 30, 2026お知らせ • Nov 28+ 1 more updateKLN Logistics Group Limited Announces Retirement of Cheng Chi Wai as Chief Financial Officer, Effective 30 April 2026KLN Logistics Group Limited announces that Mr. CHENG Chi Wai informed the Board that he intended to retire and cease to act as the chief financial officer of the Company with effect from 30 April 2026, in order to devote more time to his personal and family matters. The Company has identified a candidate to fill the vacancy of the chief financial officer following Mr. Cheng's retirement. The candidate is a seasoned Certified Public Accountant (CPA), trained through a Big-4 environment, with over 25 years of experience in accounting, finance and internal controls. The new chief financial officer is expected to assume the position on or around 1 April 2026, and complete the handover prior to Mr. Cheng's retirement ensuring a smooth and seamless transition.お知らせ • Aug 08KLN Logistics Group Limited to Report First Half, 2025 Results on Aug 28, 2025KLN Logistics Group Limited announced that they will report first half, 2025 results on Aug 28, 2025最新情報をもっと見るRecent updatesDeclared Dividend • May 21Final dividend of HK$0.16 announcedShareholders will receive a dividend of HK$0.16. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 25%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non Executive Director Simon Lai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 30KLN Logistics Group Limited, Annual General Meeting, May 21, 2026KLN Logistics Group Limited, Annual General Meeting, May 21, 2026, at 14:30 China Standard Time.お知らせ • Mar 06KLN Logistics Group Limited to Report Fiscal Year 2025 Results on Mar 30, 2026KLN Logistics Group Limited announced that they will report fiscal year 2025 results on Mar 30, 2026お知らせ • Nov 28+ 1 more updateKLN Logistics Group Limited Announces Retirement of Cheng Chi Wai as Chief Financial Officer, Effective 30 April 2026KLN Logistics Group Limited announces that Mr. CHENG Chi Wai informed the Board that he intended to retire and cease to act as the chief financial officer of the Company with effect from 30 April 2026, in order to devote more time to his personal and family matters. The Company has identified a candidate to fill the vacancy of the chief financial officer following Mr. Cheng's retirement. The candidate is a seasoned Certified Public Accountant (CPA), trained through a Big-4 environment, with over 25 years of experience in accounting, finance and internal controls. The new chief financial officer is expected to assume the position on or around 1 April 2026, and complete the handover prior to Mr. Cheng's retirement ensuring a smooth and seamless transition.お知らせ • Aug 08KLN Logistics Group Limited to Report First Half, 2025 Results on Aug 28, 2025KLN Logistics Group Limited announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jun 30KLN Logistics Group Limited Appoints Wong Yu Pok Marina as Member of the Nomination Committee, Effective 30 June 2025The board of directors of KLN Logistics Group Limited announced that Ms. WONG Yu Pok Marina, an independent non-executive Director of the Company, has been appointed as a member of the nomination committee of the Company (the "Nomination Committee") with effect from 30 June 2025. Following the aforesaid appointment, the composition of the Nomination Committee comprises six members, namely Mr. TAN Chuen Yan Paul (chairman), Mr. WANG Wei, Mr. KUOK Khoon Hua, Dr. CHEUNG Wai Man, Mr. LAI Sau Cheong Simon and Ms. WONG Yu Pok Marina.お知らせ • Mar 28+ 1 more updateKerry Logistics Network Limited, Annual General Meeting, May 26, 2025Kerry Logistics Network Limited, Annual General Meeting, May 26, 2025.お知らせ • Mar 06Kerry Logistics Network Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Kerry Logistics Network Limited announced that they will report fiscal year 2024 results on Mar 28, 2025お知らせ • Nov 21Kerry Logistics Network Limited Appoints Wong Siew Loong as Chief Commercial Officer for the Group & Managing Director for South East AsiaKerry Logistics Network Limited announce the appointment of Wong Siew Loong as its Chief Commercial Officer for the Group and Managing Director for South East Asia. The appointment is a key step in accelerating KLN's growth strategy and advancing its development plan across the globe. With more than 25 years of experience in the global transportation and logistics sector, Siew Loong joins KLN from Kuehne+Nagel where he last served as President of the Asia Pacific region and brings extensive international experience and proven track record. Based in Singapore, Siew Loong will lead KLN's global commercial growth strategies and operational advancement efforts to unlock new opportunities and drive greater growth.New Risk • Sep 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 29First half 2024 earnings released: EPS: HK$0.33 (vs HK$0.20 in 1H 2023)First half 2024 results: EPS: HK$0.33 (up from HK$0.20 in 1H 2023). Revenue: HK$25.4b (flat on 1H 2023). Net income: HK$602.8m (up 65% from 1H 2023). Profit margin: 2.4% (up from 1.4% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 28+ 1 more updateKerry Logistics Network Limited Announces Management Changes Effective from 1 September 2024Kerry Logistics Network Limited announced that with effect from 1 September 2024 Mr. HO Chit ("Mr Ho"), a non-executive Director (a "Non-executive Director"), will be re-designated as an executive Director (an "Executive Director"), and as a result will cease to be a member of the audit and compliance committee of the Company (the "Audit and Compliance Committee") in compliance with Rule 3.21 of the Rules (the "Listing Rules") Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Stock Exchange"); Mr. Ho will be appointed as the Chief Strategy Officer of the Company; and Ms OOI Bee Ti ("Ms Ooi"), an existing Non-executive Director, will be appointed as a member of the Audit and Compliance Committee. Mr. Ho, aged 49, has been a Non-executive Director of the Company since October 2021. He is a member of each of the Audit and Compliance Committee and the finance committee of the Company. Mr. Ho has over 20 years of experience in auditing, financial control and corporate finance and business management. He joined S.F. Holding Co. Ltd. in September 2021 as deputy general manager and chief financial officer. Mr. Ho has served as director of S.F. Holding since November 2021 and has been re-designated as its executive director with effect from August 2023. Prior to joining S.F. Holding, Mr. Ho served as chief executive officer of Fox Financial Technology Group Limited from April 2014 to September 2021 and held a number of senior financial positions in several NASDAQ listed companies from 2005 to 2014. S.F. Holding is a controlling shareholder of the Company. Mr. Ho has been a non-executive director of SF REIT Asset Management Limited ("SF REIT Manager") since April 2022 and its chairman of the board of directors since August 2023. SF REIT Manager is the manager of SF Real Estate Investment Trust. Mr. Ho served as independent director of China Great Wall Securities Co. Ltd. from August 2015 to May 2022. Mr. Ho obtained a bachelor's degree in business administration (accounting and finance) from the University of Hong Kong in Hong Kong in December 1997 and an executive master of business administration degree from Tsinghua University in the People's Republic of China in July 2013. Mr. Ho is a member of the Hong Kong Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.お知らせ • Aug 08Kerry Logistics Network Limited to Report First Half, 2024 Results on Aug 28, 2024Kerry Logistics Network Limited announced that they will report first half, 2024 results on Aug 28, 2024Upcoming Dividend • May 17Upcoming dividend of HK$0.13 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).お知らせ • Mar 28Kerry Logistics Network Limited Announces Re-Designation of CHEUNG Ping Chuen Vicky as Chief Executive Officer, Effective April 1, 2024The board of directors of Kerry Logistics Network Limited announced that Mr. CHEUNG Ping Chuen Vicky, an Executive Director and the Group Managing Director of the Company, will be re-designated as the Chief Executive Officer of the Company with effect from 1 April 2024 until such time as determined by the Board. Mr. Cheung's position as an Executive Director of the Company remains unchanged. Mr. Cheung, aged 64, has been an Executive Director of the Company since April 2020. Mr. Cheung became the Managing Director of the Company in July 2022 and was re-designated as the Group Managing Director of the Company in October 2023. He is the chairman of each of the Finance Committee and the Risk Management Committee of the Company, and also a member of the Remuneration Committee of the Company. Mr. Cheung is a director of Apex Maritime Co. Inc. and its affiliates (collectively, "Apex Group"), which have become wholly-owned subsidiaries of the Company and been trading as Kerry Apex since 2020. Mr. Cheung founded Apex Group, a group of freight forwarding companies, in 1990 and has been its director since then. Apex Group has been recognised as one of the top three volume providers for the Transpacific Trade. Mr. Cheung is also a director of various subsidiaries of the Company. Mr. Cheung obtained a bachelor's degree in science (business administration and accounting) from San Francisco State University in the United States in 1985.Declared Dividend • Mar 28Final dividend of HK$0.13 announcedShareholders will receive a dividend of HK$0.13. Ex-date: 24th May 2024 Payment date: 6th June 2024 Dividend yield will be 14%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 27Kerry Logistics Network Limited, Annual General Meeting, May 22, 2024Kerry Logistics Network Limited, Annual General Meeting, May 22, 2024, at 14:30 China Standard Time.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.67 (vs HK$1.98 in FY 2022)Full year 2023 results: EPS: HK$0.67 (down from HK$1.98 in FY 2022). Revenue: HK$47.4b (down 45% from FY 2022). Net income: HK$1.24b (down 66% from FY 2022). Profit margin: 2.6% (down from 4.1% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Mar 26Kerry Logistics Network Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on June 6, 2024Kerry Logistics Network Limited proposed the final dividend of HKD 0.13 per share for the year ended December 31, 2023. The ex-dividend date is on 24 May 2024 and record date is on 28 May 2024. The payment date is on 06 June 2024. Date of shareholders' approval is 22 May 2024.お知らせ • Mar 09Kerry Logistics Network Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Kerry Logistics Network Limited announced that they will report fiscal year 2023 results on Mar 26, 2024お知らせ • Mar 05Kerry Logistics Network Limited (SEHK:636) acquired unknown majority stake in Business By Air S.A.S.Kerry Logistics Network Limited (SEHK:636) acquired unknown majority stake in Business By Air S.A.S. on March 5, 2024.Kerry Logistics Network Limited (SEHK:636) completed the acquisition of unknown majority stake in Business By Air S.A.S. on March 5, 2024.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.04, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.45 per share.お知らせ • Nov 01Kerry Logistics Network Limited Announces Board ChangesKerry Logistics Network Limited announces that with effect from 31 October 2023, Mr. Chan has resigned as a non-executive Director in order to focus on other business endeavours. As a result of his resignation, Mr. Chan alsoceased to be a member of the Finance Committee. announces that with effect from 31 October 2023, Ms Ooi has been appointed as a non- executive Director. Ms Ooi, aged 51, has extensive experience in corporate finance, treasury management and financial services. She joined S.F. Holding Co. Ltd. in September 2010 as treasury director. Ms Ooi is currently the head of corporate treasury of S.F. Holding. She is the chairman of S.F. Hengtong Pay Co. Ltd., the chairman of SF Holdings Group Finance Company Limited, the executive director of S.F. Insurance Agency (Shenzhen) Co. Ltd. (these three companies are holders of license issued by the National Administration of Financial Regulation), and the executive director of S.F. Digits Technology Service Co. Ltd., all are subsidiaries of S.F. Holding. Other than the above, Ms Ooi is also a director of various subsidiaries of S.F. Holding. S.F. Holding is a controlling shareholder of the Company. Prior to joining S.F. Holding, Ms Ooi worked for Huawei Technologies Co. Ltd. as the director of regional treasury management at the head office and the head of treasury at the Asia Pacific regional office from 2006 to 2010, and also worked for several large European and American multinational companies in the areas of corporate finance and treasury management from 1996 to 2006. Ms Ooi has been a non-executive director of SF REIT Asset Management Limited since June 2022. SF REIT Manager is the manager of SF Real Estate Investment Trust (a Hong Kong collective investment scheme authorised under section 104 of the Securities and Futures Ordinance. Ms Ooi obtained a bachelor of arts degree in accounting and finance from Thames Valley University in the United Kingdom in July 1995. The Board announces that with effect from 31 October 2023: Mr. Chan has ceased to be a member of the Finance Committee; and Mr. Ho, an existing non-executive Director, has been appointed as a member of the Finance Committee.お知らせ • Oct 01+ 1 more updateKerry Logistics Network Limited Announces Executive ChangesKerry Logistics Network Limited announced the retirement of Mr. MA Wing Kai William ("Mr Ma") as an Executive Director and the Group Managing Director of the Company with effect from the conclusion of the annual general meeting of the Company held on 22 May 2023 and 1 October 2023 respectively. Mr. Ma has been appointed as the Chief Advisor of the Company from 1 October 2023 for a period of eighteen (18) months, upon such terms as set out in the letter of engagement between Mr. Ma and the Company.Upcoming Dividend • Sep 01Upcoming dividend of HK$0.09 per share at 9.0% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).お知らせ • Aug 29Kerry Logistics Network Limited Announces Interim (Semi Annual) Dividend for the Six Months Ended 30 June 2023, Payable on 22 September 2023Kerry Logistics Network Limited announced Interim (semi annual) Dividend of HKD 0.09 per share for the Six Months Ended 30 June 2023 . Ex-dividend date is 08 September 2023. Record date is 12 September 2023. The dividend will be payable on 22 September 2023.Reported Earnings • Aug 28First half 2023 earnings released: EPS: HK$0.20 (vs HK$1.32 in 1H 2022)First half 2023 results: EPS: HK$0.20 (down from HK$1.32 in 1H 2022). Revenue: HK$25.3b (down 47% from 1H 2022). Net income: HK$364.6m (down 85% from 1H 2022). Profit margin: 1.4% (down from 4.9% in 1H 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.New Risk • Aug 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).お知らせ • Aug 11Kerry Logistics Network Limited to Report First Half, 2023 Results on Aug 28, 2023Kerry Logistics Network Limited announced that they will report first half, 2023 results on Aug 28, 2023お知らせ • Jun 20Kerry Logistics Network Launches Global LCL SolutionsKerry Logistics Network Limited announced the launch of a global less-than-container load (LCL) programme to offer weekly direct LCL services from key Asian gateways to multiple country destinations across the globe. The new offerings will leverage on KLN's solid presence and extensive ground support in Asia to provide customers with increased cost efficiency and dedicated customer care from Container Freight Station (CFS) to CFS for cargoes of any size. With the new weekly scheduled LCL services, suitable for all industries, KLN caters to more than 2,800 corridors worldwide. Leveraging KLN's established overland network between China and Southeast Asia, KLN provides shipment pick-up across China to be transported through its self-owned or self- managed consolidation hubs in all base ports with complete control on landside haulage cost. KLN also provides value- added services including insurance, fumigation, customs clearance, warehousing as well as cargo tracking through its designated portal.Upcoming Dividend • May 17Upcoming dividend of HK$0.38 per share at 6.3% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 29Full year 2022 earnings released: EPS: HK$1.98 (vs HK$1.76 in FY 2021)Full year 2022 results: EPS: HK$1.98 (up from HK$1.76 in FY 2021). Revenue: HK$86.6b (up 9.7% from FY 2021). Net income: HK$3.58b (up 13% from FY 2021). Profit margin: 4.1% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 7.6% p.a. on average during the next 2 years compared to a 2.2% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non Executive Director Wai Man Cheung was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Sep 06Upcoming dividend of HK$0.28 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).Reported Earnings • Sep 01First half 2022 earnings released: EPS: HK$1.32 (vs HK$1.88 in 1H 2021)First half 2022 results: EPS: HK$1.32 (down from HK$1.88 in 1H 2021). Revenue: HK$48.0b (up 31% from 1H 2021). Net income: HK$2.38b (down 30% from 1H 2021). Profit margin: 4.9% (down from 9.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 11% compared to a 6.2% decline forecast for the Logistics industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 31Kerry Logistics Network Limited Announces Interim Dividend for the Six Months Ended June 30, 2022, Payable on September 30, 2022Kerry Logistics Network Limited announced Interim (semi annual) Dividend for the Six Months Ended 30 June 2022 is HKD 0.28 per share. Ex-dividend date is September 13, 2022. Record date is September 15, 2022. The dividend will be payable on September 30, 2022.お知らせ • Jun 21Kerry Logistics Network Appoints Mr. Cheung Ping Chuen Vicky as Managing DirectorThe board (the "Board") of directors (the "Directors") of Kerry Logistics Network Limited (the "Company") announced that Mr. CHEUNG Ping Chuen Vicky ("Mr Cheung"), an existing executive Director, has been appointed as the Managing Director of the Company (the "Managing Director") with effect from 1 July 2022. Mr. Cheung, aged 62, has been an executive Director since April 2020. Mr. Cheung is a director of Apex Maritime Co. Inc. and its affiliates (collectively, "Apex Group"), which have become wholly-owned subsidiaries of the Company and been trading as Kerry Apex since 2020. Mr. Cheung founded Apex Group, a group of freight forwarding companies, in 1990 and has been its director since then. Apex Group has been recognised as one of the top three volume providers for the Transpacific Trade. Mr. Cheung is also a director of various subsidiaries of the Company. Mr. Cheung obtained a bachelor's degree in science (business administration and accounting) from San Francisco State University in the United States in 1985.Upcoming Dividend • May 18Upcoming dividend of HK$0.50 per shareEligible shareholders must have bought the stock before 25 May 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.2%).Reported Earnings • Apr 30Full year 2021 earnings released: EPS: HK$1.76 (vs HK$1.63 in FY 2020)Full year 2021 results: EPS: HK$1.76 (up from HK$1.63 in FY 2020). Revenue: HK$79.0b (up 48% from FY 2020). Net income: HK$3.17b (up 9.6% from FY 2020). Profit margin: 4.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non Executive Director Wai Man Cheung was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 31Full year 2021 earnings released: EPS: HK$1.84 (vs HK$1.63 in FY 2020)Full year 2021 results: EPS: HK$1.84 (up from HK$1.63 in FY 2020). Revenue: HK$79.0b (up 48% from FY 2020). Net income: HK$3.17b (up 9.6% from FY 2020). Profit margin: 4.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 10% compared to a 5.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 31+ 1 more updateKerry Logistics Network Limited Proposes Final Dividend for the Year Ended 31 December 2021, Payable on or Around June 8, 2022Kerry Logistics Network Limited announced that a final dividend in respect of the year ended 31 December 2021 of HKD 0.5 per share is to be proposed at the annual general meeting on 23 May 2022. The final dividend is payable on or around 8 June 2022 to the Shareholders whose names appear on the Registers of Members on 27 May 2022, subject to the consideration and approval of the Shareholders at the forthcoming annual general meeting of the company.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 28% share price gain to €2.68, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 229% over the past three years.Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent-Non-Executive Director Marina Wong was the last independent director to join the board, commencing their role in 2013. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to €1.97, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 114% over the past three years.Executive Departure • Sep 19Non-Executive Director Shao Ming Tong has left the companyOn the 16th of September, Shao Ming Tong's tenure as Non-Executive Director ended after 2.3 years in the role. We don't have any record of a personal shareholding under Shao Ming's name. Shao Ming is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.67 years.お知らせ • Sep 04Kerry Logistics Network Limited Announces Special Dividend, Payable on 5 October 2021Kerry Logistics Network Limited announced that conditional upon completion of the Warehouses Sale, the Special Dividend of HKD 7.28 per Share will be paid to the Shareholders whose names appear on the registers of members of the Company on which is the date immediately prior to the Final Closing Date of the Partial Offer (the Record Date). As the Offers have been declared unconditional in all respects and the final timetable of the Partial Offer has been determined, the Company announced that the Record Date would fall on 15 September 2021 without book closure, and the Special Dividend will be paid on 5 October 2021.Upcoming Dividend • Sep 03Upcoming dividend of HK$0.21 per shareEligible shareholders must have bought the stock before 10 September 2021. Payment date: 28 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.6%).Reported Earnings • Sep 01First half 2021 earnings released: EPS HK$1.88 (vs HK$0.61 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$36.7b (up 68% from 1H 2020). Net income: HK$3.38b (up 215% from 1H 2020). Profit margin: 9.2% (up from 4.9% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 24Upcoming dividend of HK$7.28 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 17 September 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.6%).お知らせ • Aug 18Kerry Logistics Network Limited Announces Special Dividend, Payable on or About 17 September 2021On 17 August 2021, the board of directors of Kerry Logistics Network Limited resolved that conditional upon completion of the Warehouses Sale (which is in turn conditional upon, amongst other conditions, the Partial Offer becoming or being declared unconditional in all respects), a special dividend of HKD 7.28 per share will be paid to the shareholders of the company whose names appear on the registers of members of the company on the date immediately prior to the Final Closing Date of the Partial Offer (the "Record Date"). The Record Date is currently expected to fall on 1 September 2021 without book closure, and the Special Dividend is expected to be paid on or about 17 September 2021.Upcoming Dividend • May 21Upcoming dividend of HK$0.24 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 11 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.9%).Reported Earnings • Apr 25Full year 2020 earnings released: EPS HK$1.63 (vs HK$2.21 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: HK$53.4b (up 30% from FY 2019). Net income: HK$2.90b (down 24% from FY 2019). Profit margin: 5.4% (down from 9.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 27Full year 2020 earnings released: EPS HK$1.63 (vs HK$2.21 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: HK$53.4b (up 30% from FY 2019). Net income: HK$2.90b (down 24% from FY 2019). Profit margin: 5.4% (down from 9.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 09Kerry Logistics Network Limited to Report Fiscal Year 2020 Results on Mar 25, 2021Kerry Logistics Network Limited announced that they will report fiscal year 2020 results on Mar 25, 2021Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 50% share price gain to HK$2.58, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 13.1x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 169%.Is New 90 Day High Low • Feb 04New 90-day high: €1.96The company is up 11% from its price of €1.77 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.61 per share.Is New 90 Day High Low • Jan 12New 90-day low: €1.62The company is down 6.0% from its price of €1.73 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.49 per share.Is New 90 Day High Low • Nov 16New 90-day high: €1.94The company is up 47% from its price of €1.32 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.Is New 90 Day High Low • Oct 31New 90-day high: €1.76The company is up 29% from its price of €1.36 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.76 per share.Is New 90 Day High Low • Oct 09New 90-day high: €1.65The company is up 29% from its price of €1.28 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.83 per share.お知らせ • Aug 07Kerry Logistics Network Limited to Report First Half, 2020 Results on Aug 27, 2020Kerry Logistics Network Limited announced that they will report first half, 2020 results on Aug 27, 2020株主還元KYLDE LogisticsDE 市場7D0.7%1.3%3.2%1Y-18.0%11.3%2.5%株主還元を見る業界別リターン: KYL過去 1 年間で11.3 % の収益を上げたGerman Logistics業界を下回りました。リターン対市場: KYLは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is KYL's price volatile compared to industry and market?KYL volatilityKYL Average Weekly Movement3.4%Logistics Industry Average Movement5.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: KYL 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: KYLの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198118,618Vicky Cheungwww.kln.com投資持株会社であるKLNロジスティクス・グループ・リミテッドは、香港、中国本土、その他のアジア、米州、欧州、中東、アフリカ、オセアニアでロジスティクス・サービスを提供している。同社は総合ロジスティクス部門と国際貨物輸送部門を通じて事業を展開している。保管、在庫、付加価値、トラック輸送、配送、返品管理、様々な付帯サービスを含む総合物流サービスを提供し、事務所や倉庫の賃貸も行っている。同社はまた、航空貨物、海上貨物、鉄道物流、国境を越えた道路貨物輸送サービスを利用して貨物を輸送する国際貨物輸送サービスも提供している。さらに、エクスプレス・サービス、輸送・流通サービス、サプライチェーンとコールドチェーン・ソリューション・ロジスティクス、医薬品ロジスティクス、プロジェクト貨物輸送、書類保管、ロジスティクス・ソリューション・エンジニアリング、コンサルタント、管理、貿易サービスも提供している。さらに、保険ブローカー、総合商社、宅配便サービス、海港の運営も行っている。ファッションとライフスタイル、エレクトロニクスとテクノロジー、食品と飲料、消費財取引と流通、食品サービス、ワインと蒸留酒、産業と材料科学、自動車、芸術物流、製薬とヘルスケア業界にサービスを提供している。前身はケリー・ロジスティクス・ネットワーク・リミテッドで、2025年4月にKLNロジスティクス・グループ・リミテッドに社名変更した。KLNロジスティクス・グループ・リミテッドは1981年に設立され、香港の葵涌に本社を置いている。KLNロジスティクス・グループ・リミテッドはエスエフホールディングの子会社である。もっと見るKLN Logistics Group Limited 基礎のまとめKLN Logistics Group の収益と売上を時価総額と比較するとどうか。KYL 基礎統計学時価総額€1.25b収益（TTM）€155.14m売上高(TTM)€6.19b8.0xPER（株価収益率0.2xP/SレシオKYL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KYL 損益計算書（TTM）収益HK$56.34b売上原価HK$50.44b売上総利益HK$5.89bその他の費用HK$4.48b収益HK$1.41b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.78グロス・マージン10.46%純利益率2.50%有利子負債／自己資本比率45.5%KYL の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.3%現在の配当利回り34%配当性向KYL 配当は確実ですか？KYL 配当履歴とベンチマークを見るKYL 、いつまでに購入すれば配当金を受け取れますか？KLN Logistics Group 配当日配当落ち日May 26 2026配当支払日Jun 08 2026配当落ちまでの日数2 days配当支払日までの日数15 daysKYL 配当は確実ですか？KYL 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 16:28終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋KLN Logistics Group Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Jonathan WindhamBarclaysKarl ChoiBofA Global ResearchAndrew John OrchardCGS International15 その他のアナリストを表示
Declared Dividend • May 21Final dividend of HK$0.16 announcedShareholders will receive a dividend of HK$0.16. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 25%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non Executive Director Simon Lai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 30KLN Logistics Group Limited, Annual General Meeting, May 21, 2026KLN Logistics Group Limited, Annual General Meeting, May 21, 2026, at 14:30 China Standard Time.
お知らせ • Mar 06KLN Logistics Group Limited to Report Fiscal Year 2025 Results on Mar 30, 2026KLN Logistics Group Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
お知らせ • Nov 28+ 1 more updateKLN Logistics Group Limited Announces Retirement of Cheng Chi Wai as Chief Financial Officer, Effective 30 April 2026KLN Logistics Group Limited announces that Mr. CHENG Chi Wai informed the Board that he intended to retire and cease to act as the chief financial officer of the Company with effect from 30 April 2026, in order to devote more time to his personal and family matters. The Company has identified a candidate to fill the vacancy of the chief financial officer following Mr. Cheng's retirement. The candidate is a seasoned Certified Public Accountant (CPA), trained through a Big-4 environment, with over 25 years of experience in accounting, finance and internal controls. The new chief financial officer is expected to assume the position on or around 1 April 2026, and complete the handover prior to Mr. Cheng's retirement ensuring a smooth and seamless transition.
お知らせ • Aug 08KLN Logistics Group Limited to Report First Half, 2025 Results on Aug 28, 2025KLN Logistics Group Limited announced that they will report first half, 2025 results on Aug 28, 2025
Declared Dividend • May 21Final dividend of HK$0.16 announcedShareholders will receive a dividend of HK$0.16. Ex-date: 26th May 2026 Payment date: 8th June 2026 Dividend yield will be 25%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Non Executive Director Simon Lai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 30KLN Logistics Group Limited, Annual General Meeting, May 21, 2026KLN Logistics Group Limited, Annual General Meeting, May 21, 2026, at 14:30 China Standard Time.
お知らせ • Mar 06KLN Logistics Group Limited to Report Fiscal Year 2025 Results on Mar 30, 2026KLN Logistics Group Limited announced that they will report fiscal year 2025 results on Mar 30, 2026
お知らせ • Nov 28+ 1 more updateKLN Logistics Group Limited Announces Retirement of Cheng Chi Wai as Chief Financial Officer, Effective 30 April 2026KLN Logistics Group Limited announces that Mr. CHENG Chi Wai informed the Board that he intended to retire and cease to act as the chief financial officer of the Company with effect from 30 April 2026, in order to devote more time to his personal and family matters. The Company has identified a candidate to fill the vacancy of the chief financial officer following Mr. Cheng's retirement. The candidate is a seasoned Certified Public Accountant (CPA), trained through a Big-4 environment, with over 25 years of experience in accounting, finance and internal controls. The new chief financial officer is expected to assume the position on or around 1 April 2026, and complete the handover prior to Mr. Cheng's retirement ensuring a smooth and seamless transition.
お知らせ • Aug 08KLN Logistics Group Limited to Report First Half, 2025 Results on Aug 28, 2025KLN Logistics Group Limited announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jun 30KLN Logistics Group Limited Appoints Wong Yu Pok Marina as Member of the Nomination Committee, Effective 30 June 2025The board of directors of KLN Logistics Group Limited announced that Ms. WONG Yu Pok Marina, an independent non-executive Director of the Company, has been appointed as a member of the nomination committee of the Company (the "Nomination Committee") with effect from 30 June 2025. Following the aforesaid appointment, the composition of the Nomination Committee comprises six members, namely Mr. TAN Chuen Yan Paul (chairman), Mr. WANG Wei, Mr. KUOK Khoon Hua, Dr. CHEUNG Wai Man, Mr. LAI Sau Cheong Simon and Ms. WONG Yu Pok Marina.
お知らせ • Mar 28+ 1 more updateKerry Logistics Network Limited, Annual General Meeting, May 26, 2025Kerry Logistics Network Limited, Annual General Meeting, May 26, 2025.
お知らせ • Mar 06Kerry Logistics Network Limited to Report Fiscal Year 2024 Results on Mar 28, 2025Kerry Logistics Network Limited announced that they will report fiscal year 2024 results on Mar 28, 2025
お知らせ • Nov 21Kerry Logistics Network Limited Appoints Wong Siew Loong as Chief Commercial Officer for the Group & Managing Director for South East AsiaKerry Logistics Network Limited announce the appointment of Wong Siew Loong as its Chief Commercial Officer for the Group and Managing Director for South East Asia. The appointment is a key step in accelerating KLN's growth strategy and advancing its development plan across the globe. With more than 25 years of experience in the global transportation and logistics sector, Siew Loong joins KLN from Kuehne+Nagel where he last served as President of the Asia Pacific region and brings extensive international experience and proven track record. Based in Singapore, Siew Loong will lead KLN's global commercial growth strategies and operational advancement efforts to unlock new opportunities and drive greater growth.
New Risk • Sep 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 29First half 2024 earnings released: EPS: HK$0.33 (vs HK$0.20 in 1H 2023)First half 2024 results: EPS: HK$0.33 (up from HK$0.20 in 1H 2023). Revenue: HK$25.4b (flat on 1H 2023). Net income: HK$602.8m (up 65% from 1H 2023). Profit margin: 2.4% (up from 1.4% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 28+ 1 more updateKerry Logistics Network Limited Announces Management Changes Effective from 1 September 2024Kerry Logistics Network Limited announced that with effect from 1 September 2024 Mr. HO Chit ("Mr Ho"), a non-executive Director (a "Non-executive Director"), will be re-designated as an executive Director (an "Executive Director"), and as a result will cease to be a member of the audit and compliance committee of the Company (the "Audit and Compliance Committee") in compliance with Rule 3.21 of the Rules (the "Listing Rules") Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Stock Exchange"); Mr. Ho will be appointed as the Chief Strategy Officer of the Company; and Ms OOI Bee Ti ("Ms Ooi"), an existing Non-executive Director, will be appointed as a member of the Audit and Compliance Committee. Mr. Ho, aged 49, has been a Non-executive Director of the Company since October 2021. He is a member of each of the Audit and Compliance Committee and the finance committee of the Company. Mr. Ho has over 20 years of experience in auditing, financial control and corporate finance and business management. He joined S.F. Holding Co. Ltd. in September 2021 as deputy general manager and chief financial officer. Mr. Ho has served as director of S.F. Holding since November 2021 and has been re-designated as its executive director with effect from August 2023. Prior to joining S.F. Holding, Mr. Ho served as chief executive officer of Fox Financial Technology Group Limited from April 2014 to September 2021 and held a number of senior financial positions in several NASDAQ listed companies from 2005 to 2014. S.F. Holding is a controlling shareholder of the Company. Mr. Ho has been a non-executive director of SF REIT Asset Management Limited ("SF REIT Manager") since April 2022 and its chairman of the board of directors since August 2023. SF REIT Manager is the manager of SF Real Estate Investment Trust. Mr. Ho served as independent director of China Great Wall Securities Co. Ltd. from August 2015 to May 2022. Mr. Ho obtained a bachelor's degree in business administration (accounting and finance) from the University of Hong Kong in Hong Kong in December 1997 and an executive master of business administration degree from Tsinghua University in the People's Republic of China in July 2013. Mr. Ho is a member of the Hong Kong Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
お知らせ • Aug 08Kerry Logistics Network Limited to Report First Half, 2024 Results on Aug 28, 2024Kerry Logistics Network Limited announced that they will report first half, 2024 results on Aug 28, 2024
Upcoming Dividend • May 17Upcoming dividend of HK$0.13 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.1%).
お知らせ • Mar 28Kerry Logistics Network Limited Announces Re-Designation of CHEUNG Ping Chuen Vicky as Chief Executive Officer, Effective April 1, 2024The board of directors of Kerry Logistics Network Limited announced that Mr. CHEUNG Ping Chuen Vicky, an Executive Director and the Group Managing Director of the Company, will be re-designated as the Chief Executive Officer of the Company with effect from 1 April 2024 until such time as determined by the Board. Mr. Cheung's position as an Executive Director of the Company remains unchanged. Mr. Cheung, aged 64, has been an Executive Director of the Company since April 2020. Mr. Cheung became the Managing Director of the Company in July 2022 and was re-designated as the Group Managing Director of the Company in October 2023. He is the chairman of each of the Finance Committee and the Risk Management Committee of the Company, and also a member of the Remuneration Committee of the Company. Mr. Cheung is a director of Apex Maritime Co. Inc. and its affiliates (collectively, "Apex Group"), which have become wholly-owned subsidiaries of the Company and been trading as Kerry Apex since 2020. Mr. Cheung founded Apex Group, a group of freight forwarding companies, in 1990 and has been its director since then. Apex Group has been recognised as one of the top three volume providers for the Transpacific Trade. Mr. Cheung is also a director of various subsidiaries of the Company. Mr. Cheung obtained a bachelor's degree in science (business administration and accounting) from San Francisco State University in the United States in 1985.
Declared Dividend • Mar 28Final dividend of HK$0.13 announcedShareholders will receive a dividend of HK$0.13. Ex-date: 24th May 2024 Payment date: 6th June 2024 Dividend yield will be 14%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 27Kerry Logistics Network Limited, Annual General Meeting, May 22, 2024Kerry Logistics Network Limited, Annual General Meeting, May 22, 2024, at 14:30 China Standard Time.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: HK$0.67 (vs HK$1.98 in FY 2022)Full year 2023 results: EPS: HK$0.67 (down from HK$1.98 in FY 2022). Revenue: HK$47.4b (down 45% from FY 2022). Net income: HK$1.24b (down 66% from FY 2022). Profit margin: 2.6% (down from 4.1% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Mar 26Kerry Logistics Network Limited Proposes Final Dividend for the Year Ended December 31, 2023, Payable on June 6, 2024Kerry Logistics Network Limited proposed the final dividend of HKD 0.13 per share for the year ended December 31, 2023. The ex-dividend date is on 24 May 2024 and record date is on 28 May 2024. The payment date is on 06 June 2024. Date of shareholders' approval is 22 May 2024.
お知らせ • Mar 09Kerry Logistics Network Limited to Report Fiscal Year 2023 Results on Mar 26, 2024Kerry Logistics Network Limited announced that they will report fiscal year 2023 results on Mar 26, 2024
お知らせ • Mar 05Kerry Logistics Network Limited (SEHK:636) acquired unknown majority stake in Business By Air S.A.S.Kerry Logistics Network Limited (SEHK:636) acquired unknown majority stake in Business By Air S.A.S. on March 5, 2024.Kerry Logistics Network Limited (SEHK:636) completed the acquisition of unknown majority stake in Business By Air S.A.S. on March 5, 2024.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.04, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 1.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.45 per share.
お知らせ • Nov 01Kerry Logistics Network Limited Announces Board ChangesKerry Logistics Network Limited announces that with effect from 31 October 2023, Mr. Chan has resigned as a non-executive Director in order to focus on other business endeavours. As a result of his resignation, Mr. Chan alsoceased to be a member of the Finance Committee. announces that with effect from 31 October 2023, Ms Ooi has been appointed as a non- executive Director. Ms Ooi, aged 51, has extensive experience in corporate finance, treasury management and financial services. She joined S.F. Holding Co. Ltd. in September 2010 as treasury director. Ms Ooi is currently the head of corporate treasury of S.F. Holding. She is the chairman of S.F. Hengtong Pay Co. Ltd., the chairman of SF Holdings Group Finance Company Limited, the executive director of S.F. Insurance Agency (Shenzhen) Co. Ltd. (these three companies are holders of license issued by the National Administration of Financial Regulation), and the executive director of S.F. Digits Technology Service Co. Ltd., all are subsidiaries of S.F. Holding. Other than the above, Ms Ooi is also a director of various subsidiaries of S.F. Holding. S.F. Holding is a controlling shareholder of the Company. Prior to joining S.F. Holding, Ms Ooi worked for Huawei Technologies Co. Ltd. as the director of regional treasury management at the head office and the head of treasury at the Asia Pacific regional office from 2006 to 2010, and also worked for several large European and American multinational companies in the areas of corporate finance and treasury management from 1996 to 2006. Ms Ooi has been a non-executive director of SF REIT Asset Management Limited since June 2022. SF REIT Manager is the manager of SF Real Estate Investment Trust (a Hong Kong collective investment scheme authorised under section 104 of the Securities and Futures Ordinance. Ms Ooi obtained a bachelor of arts degree in accounting and finance from Thames Valley University in the United Kingdom in July 1995. The Board announces that with effect from 31 October 2023: Mr. Chan has ceased to be a member of the Finance Committee; and Mr. Ho, an existing non-executive Director, has been appointed as a member of the Finance Committee.
お知らせ • Oct 01+ 1 more updateKerry Logistics Network Limited Announces Executive ChangesKerry Logistics Network Limited announced the retirement of Mr. MA Wing Kai William ("Mr Ma") as an Executive Director and the Group Managing Director of the Company with effect from the conclusion of the annual general meeting of the Company held on 22 May 2023 and 1 October 2023 respectively. Mr. Ma has been appointed as the Chief Advisor of the Company from 1 October 2023 for a period of eighteen (18) months, upon such terms as set out in the letter of engagement between Mr. Ma and the Company.
Upcoming Dividend • Sep 01Upcoming dividend of HK$0.09 per share at 9.0% yieldEligible shareholders must have bought the stock before 08 September 2023. Payment date: 22 September 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
お知らせ • Aug 29Kerry Logistics Network Limited Announces Interim (Semi Annual) Dividend for the Six Months Ended 30 June 2023, Payable on 22 September 2023Kerry Logistics Network Limited announced Interim (semi annual) Dividend of HKD 0.09 per share for the Six Months Ended 30 June 2023 . Ex-dividend date is 08 September 2023. Record date is 12 September 2023. The dividend will be payable on 22 September 2023.
Reported Earnings • Aug 28First half 2023 earnings released: EPS: HK$0.20 (vs HK$1.32 in 1H 2022)First half 2023 results: EPS: HK$0.20 (down from HK$1.32 in 1H 2022). Revenue: HK$25.3b (down 47% from 1H 2022). Net income: HK$364.6m (down 85% from 1H 2022). Profit margin: 1.4% (down from 4.9% in 1H 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
New Risk • Aug 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
お知らせ • Aug 11Kerry Logistics Network Limited to Report First Half, 2023 Results on Aug 28, 2023Kerry Logistics Network Limited announced that they will report first half, 2023 results on Aug 28, 2023
お知らせ • Jun 20Kerry Logistics Network Launches Global LCL SolutionsKerry Logistics Network Limited announced the launch of a global less-than-container load (LCL) programme to offer weekly direct LCL services from key Asian gateways to multiple country destinations across the globe. The new offerings will leverage on KLN's solid presence and extensive ground support in Asia to provide customers with increased cost efficiency and dedicated customer care from Container Freight Station (CFS) to CFS for cargoes of any size. With the new weekly scheduled LCL services, suitable for all industries, KLN caters to more than 2,800 corridors worldwide. Leveraging KLN's established overland network between China and Southeast Asia, KLN provides shipment pick-up across China to be transported through its self-owned or self- managed consolidation hubs in all base ports with complete control on landside haulage cost. KLN also provides value- added services including insurance, fumigation, customs clearance, warehousing as well as cargo tracking through its designated portal.
Upcoming Dividend • May 17Upcoming dividend of HK$0.38 per share at 6.3% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: HK$1.98 (vs HK$1.76 in FY 2021)Full year 2022 results: EPS: HK$1.98 (up from HK$1.76 in FY 2021). Revenue: HK$86.6b (up 9.7% from FY 2021). Net income: HK$3.58b (up 13% from FY 2021). Profit margin: 4.1% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 7.6% p.a. on average during the next 2 years compared to a 2.2% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non Executive Director Wai Man Cheung was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Sep 06Upcoming dividend of HK$0.28 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).
Reported Earnings • Sep 01First half 2022 earnings released: EPS: HK$1.32 (vs HK$1.88 in 1H 2021)First half 2022 results: EPS: HK$1.32 (down from HK$1.88 in 1H 2021). Revenue: HK$48.0b (up 31% from 1H 2021). Net income: HK$2.38b (down 30% from 1H 2021). Profit margin: 4.9% (down from 9.2% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 11% compared to a 6.2% decline forecast for the Logistics industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 31Kerry Logistics Network Limited Announces Interim Dividend for the Six Months Ended June 30, 2022, Payable on September 30, 2022Kerry Logistics Network Limited announced Interim (semi annual) Dividend for the Six Months Ended 30 June 2022 is HKD 0.28 per share. Ex-dividend date is September 13, 2022. Record date is September 15, 2022. The dividend will be payable on September 30, 2022.
お知らせ • Jun 21Kerry Logistics Network Appoints Mr. Cheung Ping Chuen Vicky as Managing DirectorThe board (the "Board") of directors (the "Directors") of Kerry Logistics Network Limited (the "Company") announced that Mr. CHEUNG Ping Chuen Vicky ("Mr Cheung"), an existing executive Director, has been appointed as the Managing Director of the Company (the "Managing Director") with effect from 1 July 2022. Mr. Cheung, aged 62, has been an executive Director since April 2020. Mr. Cheung is a director of Apex Maritime Co. Inc. and its affiliates (collectively, "Apex Group"), which have become wholly-owned subsidiaries of the Company and been trading as Kerry Apex since 2020. Mr. Cheung founded Apex Group, a group of freight forwarding companies, in 1990 and has been its director since then. Apex Group has been recognised as one of the top three volume providers for the Transpacific Trade. Mr. Cheung is also a director of various subsidiaries of the Company. Mr. Cheung obtained a bachelor's degree in science (business administration and accounting) from San Francisco State University in the United States in 1985.
Upcoming Dividend • May 18Upcoming dividend of HK$0.50 per shareEligible shareholders must have bought the stock before 25 May 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.2%).
Reported Earnings • Apr 30Full year 2021 earnings released: EPS: HK$1.76 (vs HK$1.63 in FY 2020)Full year 2021 results: EPS: HK$1.76 (up from HK$1.63 in FY 2020). Revenue: HK$79.0b (up 48% from FY 2020). Net income: HK$3.17b (up 9.6% from FY 2020). Profit margin: 4.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Non Executive Director Wai Man Cheung was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 31Full year 2021 earnings released: EPS: HK$1.84 (vs HK$1.63 in FY 2020)Full year 2021 results: EPS: HK$1.84 (up from HK$1.63 in FY 2020). Revenue: HK$79.0b (up 48% from FY 2020). Net income: HK$3.17b (up 9.6% from FY 2020). Profit margin: 4.0% (down from 5.4% in FY 2020). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 10% compared to a 5.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 31+ 1 more updateKerry Logistics Network Limited Proposes Final Dividend for the Year Ended 31 December 2021, Payable on or Around June 8, 2022Kerry Logistics Network Limited announced that a final dividend in respect of the year ended 31 December 2021 of HKD 0.5 per share is to be proposed at the annual general meeting on 23 May 2022. The final dividend is payable on or around 8 June 2022 to the Shareholders whose names appear on the Registers of Members on 27 May 2022, subject to the consideration and approval of the Shareholders at the forthcoming annual general meeting of the company.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improved over the past weekAfter last week's 28% share price gain to €2.68, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 229% over the past three years.
Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent-Non-Executive Director Marina Wong was the last independent director to join the board, commencing their role in 2013. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to €1.97, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 114% over the past three years.
Executive Departure • Sep 19Non-Executive Director Shao Ming Tong has left the companyOn the 16th of September, Shao Ming Tong's tenure as Non-Executive Director ended after 2.3 years in the role. We don't have any record of a personal shareholding under Shao Ming's name. Shao Ming is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.67 years.
お知らせ • Sep 04Kerry Logistics Network Limited Announces Special Dividend, Payable on 5 October 2021Kerry Logistics Network Limited announced that conditional upon completion of the Warehouses Sale, the Special Dividend of HKD 7.28 per Share will be paid to the Shareholders whose names appear on the registers of members of the Company on which is the date immediately prior to the Final Closing Date of the Partial Offer (the Record Date). As the Offers have been declared unconditional in all respects and the final timetable of the Partial Offer has been determined, the Company announced that the Record Date would fall on 15 September 2021 without book closure, and the Special Dividend will be paid on 5 October 2021.
Upcoming Dividend • Sep 03Upcoming dividend of HK$0.21 per shareEligible shareholders must have bought the stock before 10 September 2021. Payment date: 28 September 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.1%). In line with average of industry peers (1.6%).
Reported Earnings • Sep 01First half 2021 earnings released: EPS HK$1.88 (vs HK$0.61 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: HK$36.7b (up 68% from 1H 2020). Net income: HK$3.38b (up 215% from 1H 2020). Profit margin: 9.2% (up from 4.9% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 24Upcoming dividend of HK$7.28 per shareEligible shareholders must have bought the stock before 31 August 2021. Payment date: 17 September 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.6%).
お知らせ • Aug 18Kerry Logistics Network Limited Announces Special Dividend, Payable on or About 17 September 2021On 17 August 2021, the board of directors of Kerry Logistics Network Limited resolved that conditional upon completion of the Warehouses Sale (which is in turn conditional upon, amongst other conditions, the Partial Offer becoming or being declared unconditional in all respects), a special dividend of HKD 7.28 per share will be paid to the shareholders of the company whose names appear on the registers of members of the company on the date immediately prior to the Final Closing Date of the Partial Offer (the "Record Date"). The Record Date is currently expected to fall on 1 September 2021 without book closure, and the Special Dividend is expected to be paid on or about 17 September 2021.
Upcoming Dividend • May 21Upcoming dividend of HK$0.24 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 11 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.9%).
Reported Earnings • Apr 25Full year 2020 earnings released: EPS HK$1.63 (vs HK$2.21 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: HK$53.4b (up 30% from FY 2019). Net income: HK$2.90b (down 24% from FY 2019). Profit margin: 5.4% (down from 9.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS HK$1.63 (vs HK$2.21 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: HK$53.4b (up 30% from FY 2019). Net income: HK$2.90b (down 24% from FY 2019). Profit margin: 5.4% (down from 9.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 09Kerry Logistics Network Limited to Report Fiscal Year 2020 Results on Mar 25, 2021Kerry Logistics Network Limited announced that they will report fiscal year 2020 results on Mar 25, 2021
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 50% share price gain to HK$2.58, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 13.1x. This compares to an average P/E of 22x in the Logistics industry in Europe. Total returns to shareholders over the past three years are 169%.
Is New 90 Day High Low • Feb 04New 90-day high: €1.96The company is up 11% from its price of €1.77 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.61 per share.
Is New 90 Day High Low • Jan 12New 90-day low: €1.62The company is down 6.0% from its price of €1.73 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.49 per share.
Is New 90 Day High Low • Nov 16New 90-day high: €1.94The company is up 47% from its price of €1.32 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.
Is New 90 Day High Low • Oct 31New 90-day high: €1.76The company is up 29% from its price of €1.36 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.76 per share.
Is New 90 Day High Low • Oct 09New 90-day high: €1.65The company is up 29% from its price of €1.28 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.83 per share.
お知らせ • Aug 07Kerry Logistics Network Limited to Report First Half, 2020 Results on Aug 27, 2020Kerry Logistics Network Limited announced that they will report first half, 2020 results on Aug 27, 2020
