SLH 1.08% $1.37 silk logistics holdings limited

Ann: FY22 Investor Presentation, page-4

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  1. 78 Posts.
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    People have been buying. It'll bleed on trend with the market for now, but long term increased liquidity is I think a good thing.

    Port logistics is their most profitable / heaviest revenue generating side of the business, consistent with previous year. Not sure where you're getting warehousing from on that. There does seem to be a very slight reduction in warehousing revenue/profit this year, but overall profit, margin, EBITDA are up and have delivered solid increases.

    SLH has no debt, a loyal customer base, integrated solutions and remains a good value pick relative to market cap.
 
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