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PR Newswire
07-05-2013, 11:53 PM
CWT's triple division model has certainly charmed investors looking for hybrids - ended at a record of 1.775.
SCM division is a black box that investors have to keep blind faith with management's guidance.
Core logistics operations will always be the main pillar and here investors also have to rely on the guidance of management.
Both SCM and logistics have yet to fully integrate and hence the margins uplift especially for SCM will be sizable given that the turnover of the division is substantial and even a 0.5% margin improvement on turnover that runs into billions could have a huge impact on accounting profits.
REIT feeder asset light model is the one that analysts have a good feel and CWT is confidently telling the mkt that they have no plans to sell till 2014 - ie allowing the asset bubble to grow further before making the best out of any potential sale.
Vested
SCM division is a black box that investors have to keep blind faith with management's guidance.
Core logistics operations will always be the main pillar and here investors also have to rely on the guidance of management.
Both SCM and logistics have yet to fully integrate and hence the margins uplift especially for SCM will be sizable given that the turnover of the division is substantial and even a 0.5% margin improvement on turnover that runs into billions could have a huge impact on accounting profits.
REIT feeder asset light model is the one that analysts have a good feel and CWT is confidently telling the mkt that they have no plans to sell till 2014 - ie allowing the asset bubble to grow further before making the best out of any potential sale.
Vested