【TASCO 5140 交流专区】泛亚综合物流

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SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	117,895	118,363	117,895	118,363
2	Profit/(loss) before tax	9,106	8,605	9,106	8,605
3	Profit/(loss) for the period	6,784	6,485	6,784	6,485
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,763	6,465	6,763	6,465
5	Basic earnings/(loss) per share (Subunit)	6.76	6.47	6.76	6.47
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.4800		2.4100

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Company Name	:	TASCO BERHAD
Stock Name	:	TASCO
Date Announced	:	18/05/2012

EX-date	:	26/06/2012
Entitlement date	:	28/06/2012
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Final Dividend
Entitlement description	:	Tax exempt final dividend of 1.30 sen and franked dividend of 11.60 sen less 25% tax
Period of interest payment	:	to
Financial Year End	:	31/12/2011
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Securities Services (Holdings) Sdn. Bhd. Level 7 Menara Milenium, Jalan Damanlela Pusat Bandar Damansara, Damansara Heights 50490 Kuala Lumpur
Payment date	:	12/07/2012
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	28/06/2012
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	:
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	Currency
Currency	:	Malaysian Ringgit (MYR)
Entitlement in Currency	:	0.129

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	107,899	107,422	225,794	225,785
2	Profit/(loss) before tax	9,392	9,295	18,498	17,900
3	Profit/(loss) for the period	7,125	7,097	13,909	13,582
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,105	7,080	13,868	13,545
5	Basic earnings/(loss) per share (Subunit)	7.11	7.08	13.87	13.54
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.4500		2.4100

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	112,191	129,556	337,985	355,341
2	Profit/(loss) before tax	9,934	9,892	28,432	27,792
3	Profit/(loss) for the period	7,256	7,103	21,165	20,685
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,232	7,082	21,100	20,627
5	Basic earnings/(loss) per share (Subunit)	7.23	7.08	21.10	20.63
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.5200		2.4100

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TASCO BERHAD

EX-date	05/12/2012
Entitlement date	07/12/2012
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Franked Interim Dividend of 5.34 sen less 25% tax
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Securities Services (Holding) Sdn. Bhd. Level 7 Menara Milenium, Jalan Damanlela Pusat Bandar Damansara, Damansara Heights 50490 Kuala Lumpur
Payment date	21/12/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07/12/2012
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0534

icy97

物流業醞釀整合風‧泛亞物流料併購同儕

熱股評析  2013-01-22 18:40
（吉隆坡22日訊）國內物流業醞釀鞏固與併購風，世紀通運控股（CENTURY，7117，主板貿服組）、貨運管理（FREIGHT，7210，主板貿服組）早前透露有意透過併購擴張，肯納格相信泛亞物流（TASCO，5140，主板貿服組）會以協作併購方式與國內物流業合併。

該行說，物流業的市佔與價格競爭，鞏固與併購乃大勢所趨；泛亞物流管理層披露會尋找中馬區高加值服務的報關行與貨倉業者併購，同時會繼續擴大非日本客戶群業務，該業務目前佔36%。該行相信若透過協作併購方式，有望實現擴展策略。

泛亞物流為日本郵船（NYK）集團的間接子公司，在馬設立逾35年，2007年在馬交易所上市，是其中一家最大的物流方案提供者，聘1千500名員工。2012年首9個月，基於國內國際業務有更佳賺益，淨利按年成長2.4%至2千120萬令吉。

該行預測2013財政年獲3千790萬令吉淨利或每股派息37.9仙。該公司自2007年以來淨利35%作為派息，未來料保持此派息率，2013財政年週息率為6.7%。

該行認為泛亞物流仍有上漲17%空間，2013年本益比5.4倍，相比同業為6.3倍。基於泛亞物流多元客戶群及高於同儕之週息率，肯納格相信其股價表現至少要能與同儕分庭抗禮。估計2013年6.3倍，給予“短線買進＂評級，目標價2令吉39仙。

肯納格說，泛亞物流的優勢在於有日本郵船（NYK）集團為靠山，全球有827艘船艦，弱點則太電子電器業。在柔佛丹絨柏勒巴斯5英畝地可擴展貨倉面積，目前的200萬平方英尺貨倉面臨已全用罄，外圍需求疲弱則是威脅，可侵蝕其空海運費與賺益。（星洲日報／財經）

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快速成长过后　泛亚物流归於平稳

財经 2013年2月10日
「经过3年快速成长后，泛亚物流（TASCO，5140，主板贸服股）未来数年的成长將转为平稳，业绩每年料维持5至10%成长。」

泛亚物流董事经理李志保在接受《资匯》询问时，针对公司未来的成长展望，作出这样的总结。       

翻查过去3年纪录，泛亚物流在全球经济不明朗之际表现一枝独秀，净利在过去3年增长1倍至3459万令吉，进而带动股价从09年1月的0.565令吉，飆涨2.5倍至1月31日（周四）的2.01令吉。

自07年上市以来就交出亮眼的成绩，在马股相当罕见。

李氏表示，由於预测全球经济展望仍低迷，公司接下来將放缓扩展脚步，等待適合的时机才出击。因此，在快速攀上顶峰后，公司接下来將扎稳脚步，静待时机再作出击。对於公司在创下高峰后会否派出更高股息，李志保笑答，目前仍未做出决定。

泛亚物流过去3年业绩急速攀升，主要有3大因素。

第一，积极的扩展；第二，日本大股东-日本邮船株式会社（Nippon Yusen）全球网络的贡献；第三，严谨的成本控制。

不过，目前经济疲弱，泛亚物流接下来不会大事扩充，净利和营业额的成长都將放缓，料每年成长5至10%。

李志保表示，公司在07年12月上市后，迅速利用所筹得资金扩充，后来遇上08金融风暴，公司得以便宜价格买入资產，这些佈署都在过去3年发酵，为公司带来丰硕的收成。泛亚物流在08和09年相当积极扩展货仓业务，当时曾以1070万令吉，收购位於檳城北赖的的地皮及一座综合厂房，取代原有的旧库房。同时，公司也在09年以4100万8000令吉收购莎阿南的一片地，成为货物集散中心，改善资源用途。这两年的资本开销分別达8432万令吉和5357万令吉，为上市以来较大笔的支出，从中可看得出扩充速度之快。

由於新的预算仍未出炉，李氏无法给予资本开销数额。但他相信在全球经济放缓的情况下，公司不会再积极扩展。

「除非经济转好，需求转旺，但从各方面来看，明年或不会有这样的旺景。」

该公司计划明年在莎阿南增加20万平方尺的仓库面积，若能爭取到更多长期客户，或增加额外40万平方尺。与此同时，该公司也计划透过併购本地企业来扩充货运部门，但目前仍未定案。

「併购对象以能为公司带来附加价值，如小型包装运输公司为主。同时，公司也会增添牵引车（prime movers）等设备。」

泛亚物流主要核心业务为第三方物流（Contract logisitc）、货运、海运和空运，当中第三方物流以及货运佔公司60%营业额，海运和空运则为40%。

未来两年，该公司將设法增加吞吐量，以將20英尺標准货柜（简称TEU）从目前70万个，在2014年提升至100万；至於第三方物流以及货运，及海运和空运的贡献比例將能处在50:50水平。[东方日报财经]

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SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	104,463	113,870	442,448	469,211
2	Profit/(loss) before tax	6,883	9,572	35,315	37,364
3	Profit/(loss) for the period	7,811	13,991	28,976	34,676
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,789	13,963	28,889	34,590
5	Basic earnings/(loss) per share (Subunit)	7.79	13.96	28.89	34.59
6	Proposed/Declared dividend per share (Subunit)	12.01	12.90	12.01	12.90
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.5500		2.4100

Type	Announcement
Subject	OTHERS
Description	TASCO Berhad - Final Dividend
The Board of Directors of TASCO Berhad ("Company") is pleased to declare a franked final dividend of 6.67 sen less 25% tax in respect of the financial year ended 31 December 2012. The entitlement date and payment date will be announced at a later date. The aforesaid final dividend is subject to the approval of the shareholders at the Company's forthcoming annual general meeting.

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受全球经济欠佳打击 泛亚船务业绩逊色

二零一三年六月二日 晚上六时四十七分
（吉隆坡2日讯）泛亚船务机构有限公司（TASCO，5140，贸易服务组）公布，在截至2013年3月31日止第一财季，所录得的税前利润按年从910万6000令吉下降35％至595万7000令吉。

至于营业额方面，由前期的1亿1789万5000令吉减少21.1％至9303万3000令吉。

该后勤方案供应商致函马交所说，收入下降是由于其国际业务方案（IBS）和国内商务方案贡献较低所致。

泛亚船务称：“由于全球经济欠佳，因此国际业务方案受到冲击，尤其是航空运输部门，其收益下降35％，主要是制造业和烟草领域的大客户减少出口货物。”

它说：“我们的业务前景非常依赖本地及全球经济、健全的制造业和国际贸易，而这些因素会直接影响我们的表现。”

“鉴于经济前景欠佳，我们预计今年上半年仍充满挑战。”

它补充：“我们将继续推行既定的策略，专注为我们的客户提供创新的后勤方案，并在考虑风险因素后，扩大我们专长方面的能力，这对我们是有利的。”[光华日报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	93,033	117,895	93,033	117,895
2	Profit/(loss) before tax	5,957	9,106	5,957	9,106
3	Profit/(loss) for the period	4,434	6,784	4,434	6,784
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,413	6,763	4,413	6,763
5	Basic earnings/(loss) per share (Subunit)	4.41	6.76	4.41	6.76
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.6000		2.5500

icy97

首季淨利遜預期‧泛亞下半年料改善

熱股評析  2013-05-14 18:38
（吉隆坡14日訊）泛亞物流（TASCO，5140，主板貿服組）2013年財政年首季核心淨利430萬令吉，按季下跌42.1%及按年跌34.0%，比興業研究預測低。國內外業務銷售額及盈利皆走下坡，主要受到全球疲弱經濟，及傳統季節性的國內業務營收偏低利空衝擊。

隨著預期較強的經濟復甦，預料其今年下半年業績表現較佳。由於該公司股價已經接近目標價，使該行調低其評級。

預料全球經濟前景將進一步改善，而大馬2013年經濟成長5.4%仍具挑戰之際，相信該公司採取推動銷售及改善盈利賺幅的策略下，將有助改善其今年下半年的業績表現，使該行保持其評級及財測。（星洲日報／財經）

icy97

TASCO BERHAD

EX-date	02/07/2013
Entitlement date	04/07/2013
Entitlement time	05:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Franked Final Dividend of 6.67 sen less 25% tax
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Securities Services (Holding) Sdn. Bhd. Level 7 Menara Milenium, Jalan Damanlela Pusat Bandar Damansara, Damansara Heights 50490 Kuala Lumpur
Payment date	18/07/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	04/07/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0667

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	104,324	107,899	197,357	225,794
2	Profit/(loss) before tax	7,538	9,392	13,495	18,498
3	Profit/(loss) for the period	5,747	7,125	10,181	13,909
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,730	7,105	10,143	13,868
5	Basic earnings/(loss) per share (Subunit)	5.73	7.11	10.14	13.87
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.6100		2.5500

Change of Financial Year End

Old financial year end	31/12/2013
New financial year end	31/03/2014

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		Three Mths	Three Mths	Nine Mths	Nine Mths
		01/07/2013	01/07/2012	01/01/2013	01/01/2012
		To 30/09/2013	To 30/09/2012	To 30/09/2013	To 30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	118,051	112,191	315,408	337,985
2	Profit/(loss) before tax	9,369	9,934	22,864	28,432
3	Profit/(loss) for the period	6,939	7,256	17,120	21,165
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,921	7,232	17,064	21,100
5	Basic earnings/(loss) per share (Subunit)	6.92	7.23	17.06	21.10
6	Proposed/Declared dividend per share (Subunit)	0.05	0.05	0.05	0.05
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.6800		2.5500

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TASCO BERHAD

EX-date	27/11/2013
Entitlement date	29/11/2013
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Franked Interim Dividend of 5.34 Sen less 25% tax
Period of interest payment	to
Financial Year End	31/03/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Securities Services (Holding) Sdn. Bhd. Level 7 Menara Milenium, Jalan Damanlela Pusat Bandar Damansara, Damansara Heights 50490 Kuala Lumpur
Payment date	16/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	29/11/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0534

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		Three Mths	Three Mths	Twelve Mths	Twelve Mths
		01/10/2013	01/10/2012	01/01/2013	01/01/2012
		To 31/12/2013	To 31/12/2012	To 31/12/2013	To 31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	128,123	104,463	443,531	442,448
2	Profit/(loss) before tax	10,731	6,883	33,595	35,315
3	Profit/(loss) for the period	8,290	7,811	25,410	28,976
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,265	7,789	25,329	28,889
5	Basic earnings/(loss) per share (Subunit)	8.27	7.79	25.33	28.89
6	Proposed/Declared dividend per share (Subunit)	0.00	6.67	5.34	12.01
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.7300		2.5600

icy97

經濟復甦貿易料增 泛亞物流刷新高紀錄

財經股市19 Feb 2014 23:00
（吉隆坡19日訊）配合全球經濟復甦和世界貿易增加，泛亞物流（TASCO，5140，主要板貿易）業務料受益，該股今日大漲21仙或10%，以2.33令吉刷寫52週新高紀錄。

泛亞物流開市先揚3仙，報2.15令吉，隨后漲幅不斷擴大，早盤間不但曾擠入十大上升股榜，最高漲21仙或10%，並以2.33令吉刷寫52週新高紀錄。

該股漲幅在休市前雖放緩，但依然穩步遊走在新高紀錄水平，暫掛2.24令吉，揚升12仙，半日交投25萬7700股。

泛亞物流閉市收在2.25令吉，起13仙，全日成交量34萬8400股。

興業證券研究分析報告指出，全球經濟復甦和世界貿易上升，有助激勵泛亞物流所有本地和海外業務取得穩健業績成長，帶動截至去年12月底末季淨利比預期強。

“我們依然看好泛亞物流業務前景，並維持對該公司2014財年淨利預測，按年增長11.3%，達2800萬令吉。”

該行對泛亞物流維持“買入”評級，合理價2.30令吉。【中国报财经】

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SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		Three Mths	Three Mths	Fifthteen Mths	Twelve Mths
		01/01/2014	01/01/2012	01/01/2013	01/01/2012
		To 31/03/2014	To 31/03/2012	To 31/03/2014	To 31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	116,082	0	559,613	442,448
2	Profit/(loss) before tax	8,466	0	42,061	35,315
3	Profit/(loss) for the period	5,102	0	30,512	28,976
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,080	0	30,409	28,889
5	Basic earnings/(loss) per share (Subunit)	5.08	0.00	30.41	28.89
6	Proposed/Declared dividend per share (Subunit)	5.00	0.00	9.01	9.01
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.7700		2.5500

Type	Announcement
Subject	OTHERS
Description	TASCO Berhad - Final Dividend
The Board of Directors of TASCO Berhad ("Company") is pleased to propose a single-tier final dividend of 5.00 sen in respect of the financial period ended 31 March 2014. The entitlement date and payment date will be announced at a later date. The aforesaid final dividend is subject to the approval of the shareholders at the Company's forthcoming annual general meeting.

icy97

国际贸易好转　泛亚盈利看俏

财经 2014年5月21日
（吉隆坡21日讯）隨著国际贸易的恢復，分析员看好泛亚物流（TASCO，5140，主板贸服股）接下来的前景，並预期该公司的盈利將继续增长。       

泛亚物流週二公佈1至3月的业绩，净利达508万令吉，营业额则为1亿1608万令吉。由於修改结账日，该公司这一次的財政年有15个月。累积15个月的净利为3041万令吉，而营业额则达到5亿5961万令吉。该公司也建议派发5仙的终期股息。

虽然公司前景受看好，但泛亚物流股价今日不涨反跌，最低一度达到2.51令吉，最终收在2.57令吉，全天跌12仙，或4.46%，是今日第9大跌幅股，成交量则为17万零800股。

拉昔胡申投行分析员表示，该公司更改结账日，因此，2014財政年15个月的核心净利达到3000万令吉，这是在预料之內。单季而言，净利和营业额按年分別增长18.6%和24.8%，这显示在国际贸易好转的趋势中，泛亚物流的表现比去年首季带来得佳。

泛亚物流的国际商业解决方案业务（IBS）和本地商业方案业务（DBS）按年均有成长。该公司国际业务旗下的空运及海运营业额，各別按年增长30%和36%，海运业务赚幅也录得300个基点增涨。

至於本地业务，合约物流服务营业额按年增长了23%，赚幅上涨300个基点，唯独卡车运输营业额却因竞爭剧烈，而按年下滑23%。

评级上调

分析员预期，全球及本地经济均逐步改善，这相信將可带动泛亚物流的盈利成长。分析员预期，该公司在2015財政年將取得7.6%的净利成长，並把投资评级上调至「买进」，而目標价格也同步上调至3令吉。

年初至今，该股股价从1月2日闭市水平2.11令吉节节上扬，至5月19日创下今年新高2.69令吉，在这短短5个月內上涨27.49%。【东方网财经】

icy97

股海探温：泛亚物流回酬上看9.8%

财经周刊 投资观点 股海探温  2014-06-02 14:24
1.泛亚物流（TASCO，5140，主板贸易服务股）的核心业务是什么？
2.公司未来发展如何？
3.股价表现如何？现在估值会不会太高？还有吸引力吗？

答：
泛亚物流主要提供综合物流解决方案，子公司业务包括卡车出租、卡车维修保养、保险服务和货运代理服务。

营业额主要来自合约物流、空运代理和卡车业务。截至3月季度，该公司营业额虽涨11.7%，但碍于更高实际税率，净利按年跌1.3%公司的财年截止日期，从12月改至3月。

基于进出口市场前景亮眼，管理层预测公司净利增长将改善。

服务素质佳，而且母公司全球网络健全，泛亚物流与优质客户维持稳健的长期关系。

管理层表示，公司64%日本客户，在全球消费者电器领域享主导地位，是公司的老客户。

这些客户让泛亚物流的业务稳定，也为公司提供净利能见度。

根据过去记录，泛亚物流都能提供优质服务，因此日本客户将继续跟公司有生意来往。



网购渐热利仓库业

随着资讯科技越来越普及，网络零售业崛起，国外网络零售商Zalora和Lazada也在大马设立业务，提供各种产品，从时装到电器产品。

本地庞大的网络零售市场仍未开发，网络零售趋势长期而言有利泛亚物流。

网络零售商可能需要增设分销中心，仓库的需求可能因而上涨。

据我们了解，泛亚物流有意扩大仓库空间，将投资5000万令吉，仓库空间可增至20万平方尺。

卡车业务表现平平

目前，合约物流与国际海运业务保增长强劲，我们预计2013至2015财年净利复合年增长率（CAGR）达5.5%。

不过，卡车业务预计增长平平，而且燃油上涨压低赚幅，可能抵消净利增长，我们已把这个因素纳入考量。

我们的预测被认为比较保守，因为物流市场有改善的迹象，管理层预测集团未来增长率达高的单位数。

股价1年涨29%

自我们去年1月开始分析泛亚物流，公司过去1年股价上涨了约29%，超越我们之前设下的目标价。

虽然股价去年表现佳，但相较于货运领域的12倍和小型股11至12倍，泛亚物流2015财年9.4倍本益比的估值，仍算合理。

我们把目标价从2.39令吉，上调至2.79令吉。总回酬大概是9.8%，有约5.3%上行空间，加上4.5%周息率，这显示泛亚物流已不如过去般吸引，我们因此给予“短线买入”评级。

【南洋网财经】

icy97

泛亚首季净利涨74%

财经新闻 财经  2014-08-07 11:23
（吉隆坡6日讯）泛亚物流（TASCO，5140，主板贸易服务股）首季净利报996万9000令吉，或相等于每股净赚9.97仙，按年大涨74%。

该公司上财年首季净赚573万令吉，相等于每股盈利5.73仙。

泛亚物流首季营业额报1亿3480万2000令吉，相较上财年同期的1亿432万4000令吉，按年增幅为29%。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	134,802	104,324	134,802	104,324
2	Profit/(loss) before tax	13,306	7,538	13,306	7,538
3	Profit/(loss) for the period	10,000	5,747	10,000	5,747
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,969	5,730	9,969	5,730
5	Basic earnings/(loss) per share (Subunit)	9.97	5.73	9.97	5.73
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.8700		2.7700