Telegram群组爬虫( ‘on the horizon’ for Westports

admin 1个月前 (07-16) 社会 14 2

Telegram群组爬虫是一个Telegram群组分享平台,飞机群组内容包括telegram群组索引、Telegram群组导航、新加坡telegram群组、telegram中文群组、telegram群组(其他)、Telegram 美国 群组、telegram群组爬虫、电报群 科学上网、小飞机 怎么 加 群、tg群等内容,为广大电报用户提供各种电报群组/电报频道/电报机器人导航服务。


KUALA LUMPUR: Westports Holdings Bhd could face earnings headwinds over the short-term as a result of various supply chain disruptions and inflationary pressures.

In light of this, UOB Kay Hian Research in a report yesterday trimmed its earnings forecast for Westports for 2022 (by 4%), 2023 (4%) and 2024 (2%).

“Our forecast, now 15% below consensus, assumes there will be a 4% year-on-year volume contraction in 2022, after factoring in various supply chain disruptions and inflationary impact, and results in a downward revision of 2022 and 2023 20-foot equivalent unit (TEU) figures.”

The research house cut the port operator’s value-added service income, in tandem with lower utilisation of 70% for 2022 and higher fuel costs.

“We continue to assume a high tax rate of 37% for 2022, until there are further updates on the actual one-off Prosperity Tax treatment,” it added, noting that Westports’ second quarter 2022 results are due to be released in July.

UOB Kay Hian Research said there are signs that inflationary pressures in various countries had resulted in lower-than-expected demand, including transshipment demand related to Malaysia.

“This might cause disruptions (delays of consignees) or recalibration to other profitable trade routes, as the cost of goods for certain sectors surge.”

UOB Kay Hian Research noted that China’s lockdowns had disrupted global supply schedules, suggesting cargo backlogs are building as China’s zero-Covid strategy limits exports to Europe and the United States.

“Containership rates for North Asia routes saw a 20% to 30% correction post the Chinese New Year demand slump, as well as a further 20% to 30% correction due to China’s lockdowns. However, reemerging lockdowns in Shenzhen (the assembly line of China’s supply chain) also add on to the uncertainty.”

Citing reports, UOB Kay Hian Research said 51% of freight forwarders and shippers expect “greater chaos” in the peak container season of July and August, as compared to the same period in 2021.

The research house added: “While Shanghai’s reopening should allow east-bound container trades to recommence, China’s export backlog will clash with peak season orders, whereby US and European Union ports are facing heavy congestion.

“Technically, Westports is better equipped to handle a congestion surge, compared with 2021’s case.”

UOB Kay Hian Research noted Malaysian ports are facing competition from Singapore.

“Port Klang and Port of Tanjung Pelepas in Iskandar Puteri, Johor Baru, lost some market share to Port of Singapore Authority (PSA) in the first quarter of 2022.”

The research house said PSA is developing additional capacities, potentially doubling its existing volume of 37 million TEUs to 65 million TEUs by 2040.

Sunbet声明:该文看法仅代表作者自己,与本平台无关。转载请注明:Telegram群组爬虫( ‘on the horizon’ for Westports


  • (*)


  • 皇冠足球信用平台出租是皇冠(正网)接入菜宝钱包的TRC20-USDT支付系统,为皇冠代理提供专业的网上运营管理系统。系统实现注册、充值、提现、客服等全自动化功能。采用的USDT匿名支付、阅后即焚的IM客服系统,让皇冠代理的运营更轻松更安全。

  • As for the remaining proceeds, RM7.9mil will be used for working capital, RM7mil for repayment of bank borrowings and RM3.8mil for listing expenses.看起来很好哦。




    • 文章总数:7825
    • 页面总数:0
    • 分类总数:8
    • 标签总数:2341
    • 评论总数:6194
    • 浏览总数:587609