External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

External broker reports(aggregated public sources)

Moelis Australia Ltd

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Equity Bottom-Up

<div><div><div><div><ul><li>Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).</li><li>2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.</li><li>Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - FY24 Result Preview

<ul><li>Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs MAe.</li><li>Better than expected 1H24 revenue of $276.5m, +9% vs pcp, +3% vs MAe and EBITDA of $47.7m +8% vs pcp, +4% vs MAe.</li><li>Revenue growth was assisted by the Secon acquisition, which partially offset tough conditions in both Port and Contract Logistics. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs MAe.Better than expected 1H24 revenue of $276.5m, +9% vs pcp, +3% vs MAe and EBITDA of $47.7m +8% vs pcp, +4% vs MAe.Revenue growth was assisted by the Secon acquisition, which partially offset tough conditions in both Port and Contract Logistics. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - Controlling What They Can in Tough Conditions

Australia

Silk Logistics Holdings Limited operates as a holding company. The Company, through its subsidiaries, provides port logistics, warehousing, and distribution services for FMCG, retail, light industrial, food, and dairy sectors. Silk Logistics Holdings serves customers in Australia.

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Silk Logistics (SLH AU)

Silk Logistics Holding Ltd - FY24 Result Preview

In a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency...

MA Moelis Australia

Silk Logistics Holding Ltd - Controlling What They Can in Tough Conditions

Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs...

MA Moelis Australia

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