Company referrals
Sunda International Logistics is an international agency service provider, which was established in 1995 and expanded to 16 countries. The service model mainly provides export shipping agency services for customers by obtaining a seat from an airline or a shipping company, so that the goods can be delivered to the required destination, and the goods will be LCL to profit from a specific location. International financial agents are in the contrarian industry where the profit rate is relatively low.
An overview of investment
The company's main business is to provide shipping and shipping services, accounting for 69% and 28% respectively, leaving a small number of shipping, supply and sales agency services. The increase in expenditure over the past 14 years is mainly due to the increase in air traffic. The profit rate rose to 2% +. Asia's overall financial services sector is weak, and American services and logistics cooperation with Ali will reduce the decline of Asian shipping services.
Cooperation with food suppliers will be the focus of the new business. Ari's parcels are mainly delivered to Russia by Finnish. Since the end of 2014, the number of small parcels per day has risen from 500 to 30000, with an estimated 15-year income of 0.6-100 million, with a margin higher than that of traditional services, but less than 20%. The future visit to Beijing will also join the cooperation.
Self-made e-commerce HolicBuy is to provide integrated services for overseas brands to enter China, especially Tianyuan. The list says that HolicBuy opens stores in Tianyuan, while foreign brands that are not familiar with the Chinese market open stores on HolicBuy. The company provides marketing, shipping, distribution and other services for them. At present, there are 5-6 customers.
That is, it will take 20% of the shares of a Beijing logistics company, which will be listed on the new third board and intervene in the domestic distribution logistics service market. In the future, two companies joined hands with the new company to carry out Haitao business, each with a 50% stake, and Haitao Pingtai was launched in mid-August.
Important catalytic events for the second half of the year include the acquisition of a Haiyang company with an annual profit of no less than 40 million Hong Kong dollars.
Siddall International Logistics is providing services to e-commerce through traditional customer service agencies, in which logistics cooperation with restaurant networks will be active in terms of revenue and profit rates. Recently, the State Council has issued a new policy to encourage cross-border e-commerce, which is aimed at promoting weak export trade. International logistics and distribution will be an important supporting for cross-border e-commerce, and first-arrived international logistics will be an important beneficiary of cross-border e-commerce. We first reached the "import" level of international logistics, with 12 monthly headings of HK $2.2, which is equivalent to 11X's 2015 forward price-to-earnings ratio. (as of June 25)
Highlights of future jobs:
Cooperation with food suppliers. Since Finnish sent small parcels to Russia at the end of last year, the number of small parcels per day has risen from 500 to 30000, with an estimated income of 0.6 billion to 100 million in 15 years. Margin is higher than traditional services, but less than 20 percent. The future visit to Beijing will also join the cooperation.
The self-made e-commerce HolicBuy is to provide integrated services for overseas brands to enter China, especially Tianyuan. The list says that HolicBuy opens stores in Tianli, while foreign brands that are not familiar with the Chinese market open stores on HolicBuy, and the company provides them with marketing, marketing, distribution and other services. There are currently 5-6 customers.
That is, it will take 20% of the shares of a Beijing logistics company, which will be listed on the new third board and intervene in the domestic distribution logistics service market. In the future, two companies joined hands with the new company to carry out Haitao business, each with a 50% stake, and Haitao was launched in mid-August.
In the second half of the year, a marine company will be closed, and its annual profit will not be less than 4000 million Hong Kong dollars.
Cymbals
Increase in the number of employees in the agency business
The growth of new services is lower than expected.
The cost is too low.
Valuation
Siddall International Logistics is providing services to e-commerce through traditional customer service agencies, in which logistics cooperation with restaurant networks will be active in terms of revenue and profit rates. Recently, the State Council has issued a new policy to encourage cross-border e-commerce, which is aimed at promoting weak export trade. International logistics and distribution will be an important supporting for cross-border e-commerce, and first-arrived international logistics will be an important beneficiary of cross-border e-commerce. We first reached the "import" level of international logistics, with 12 monthly headings of HK $2.2, which is equivalent to the 2015 forward price-to-earnings ratio of 11X.
