Workflow
KERRY LOG NET(00636)
icon
Search documents
港股物流股部分走低,粤港湾控股(01396.HK)跌近5%,中通快递(02057.HK)跌超3%,嘉里物流(00636.HK)、海丰国际(01308.HK)跌超1%。
news flash· 2025-06-04 02:12
港股物流股部分走低,粤港湾控股(01396.HK)跌近5%,中通快递(02057.HK)跌超3%,嘉里物流 (00636.HK)、海丰国际(01308.HK)跌超1%。 ...
嘉里物流(00636) - 2021 H2 - 电话会议演示
2025-05-21 10:17
The information contained in this presentation comprises extracts of operational data and financial information of the Company. The information is included solely for this presentation and certain information has not been independently verified. No representation or warranty, expressed or implied, is made with respect to, and no reliance should be placed on, any discussion, materials and information provided in and during the presentation (collectively, the "Information") as to their accuracy, completeness, ...
嘉里物流(00636) - 2022 H1 - 电话会议演示
2025-05-21 10:17
INTERIM RESULTS 2022 NEW PAGE NEW GROWTH 0636.HK © Kerry Logistics Network Limited. All rights reserved. © Kerry Logistics Network Limited. All rights reserved. This presentation may contain forward-looking statements, forecasts and/or projections. Statements that are not historical facts, including statements about the Company's belief and expectations are forward-looking statements. Any forward-looking statements, forecasts and projections contained in this presentation are based on certain assumptions an ...
嘉里物流(00636) - 2022 H2 - 电话会议演示
2025-05-21 10:17
SAILING INTO THE STORM 2022 0636.HK ANNUAL RESULTS DISCLAIMER This presentation was prepared by Kerry Logistics Network Limited (the "Company") for reference and general information purposes only. This presentation is not intended investment advice, recommendation, invitation or offer to enter into, any agreement to purchase, acquire, dispose of, subscribe for or underwrite any securities, products. The information contained in this presentation comprises extracts of operational data and financial informati ...
嘉里物流(00636) - 2023 H1 - 电话会议演示
2025-05-21 10:16
DISCLAIMER The information contained in this presentation comprises extracts of operational data and financial information of the Company. The information is included solely for this presentation and certain information has not been independently verified. No representation or warranty, expressed or implied, is made with respect to, and no reliance should be placed on, any discussion, materials and information provided in and during the presentation (collectively, the "Information") as to their accuracy, co ...
嘉里物流(00636) - 2021 H1 - 电话会议演示
2025-05-21 10:16
INTERIM RESULTS 2021 NAVIGATING DELTA 0636.HK This presentation may contain forward-looking statements, forecasts and/or projections. Statements that are not historical facts, including statements about the Company's belief and expectations are forward-looking statements. Any forward-looking statements, forecasts and projections contained in this presentation are based on certain assumptions and expectations of future events (which may or may not be included in this presentation) regarding the Company's pre ...
嘉里物流(00636) - 2023 H2 - 电话会议演示
2025-05-21 10:15
RESULTS 0 © Kerry Logistics Network Limited. All rights reserved. DISCLAIMER This presentation was prepared by Kerry Logistics Network Limited (the "Company") for reference and general information purposes only. This presentation is not intended to and does not constitute investment advice, recommendation, invitation or offer to enter into, any agreement to purchase, acquire, dispose of, subscribe for or underwrite any securities, shares, debentures or structured products. The information contained in this ...
嘉里物流(00636) - 2024 H1 - 电话会议演示
2025-05-21 10:14
This presentation may contain forward-looking statements, forecasts and/or projections. Statements that are not historical facts, including statements about the Company's belief and expectations are forward-looking statements. Any forward-looking statements, forecasts and projections contained in this presentation are based on certain assumptions and expectations of future events (which may or may not be included in this presentation) regarding the Company's present and future business strategies and the en ...
嘉里物流(00636) - 2024 - 年度财报
2025-04-28 08:37
Financial Performance - Revenue for the fiscal year 2024 reached HKD 58,274 million, representing a 23% increase compared to the previous year[11] - Core operating profit was HKD 2,814 million, up 23% from HKD 2,288 million in 2023[25] - Shareholders' profit attributable to the company increased by 95% to HKD 1,542 million from HKD 791 million in 2023[11] - The company reported a net profit of HKD 1,613 million after tax, compared to HKD 1,442 million in 2023[25] - In 2024, the company's revenue grew by 23% to HKD 58.274 billion, compared to HKD 47.408 billion in 2023[35] - Core operating profit increased by 23% to HKD 2.725 billion, up from HKD 2.207 billion in the previous year[35] - Core net profit rose by 12% to HKD 1.357 billion, compared to HKD 1.214 billion in 2023[35] Dividends and Shareholder Returns - The company declared a final dividend of HKD 0.15 per share, reflecting a commitment to returning value to shareholders[11] - The company aims to distribute approximately 30% of its core net profit as dividends to shareholders at the end of each fiscal year, subject to board discretion and shareholder approval[141] Capital Expenditure and Investments - Capital expenditure for the year was HKD 5,862 million, focusing on investments in property, machinery, and equipment[22] - The company plans to expand its market presence and invest in new technologies to enhance operational efficiency[11] - Future guidance indicates continued growth, with expectations for revenue to exceed HKD 60 billion in the next fiscal year[11] Logistics Operations - The logistics segment generated revenue of HKD 32,401 million, while the international freight segment contributed HKD 15,007 million[13] - The international freight segment experienced a 39% increase in profit, driven by growth in key markets including mainland China, the US, Hong Kong, and other Asian regions[41] - The integrated logistics segment's profit decreased by 3%, with a 12% decline in Hong Kong operations due to a sluggish local economy[36][38] Market Presence and Expansion - Total owned floor area across logistics facilities is approximately 30,000,000 square feet, with a significant portion being in China[26] - Kerry Siam Seaport has a total area of 6,366,192 square feet, with 84.92% owned by the company[26] - The company is leveraging its diverse market presence in Southeast Asia and South Asia to capture growth opportunities amid shifting investment focuses due to policy changes[49] Awards and Recognition - The group received a total of 163 awards, including corporate awards, industry awards, and recognitions from customers and business partners[62] - The group was recognized as the Outstanding Global Logistics Company and Outstanding Sustainable Development Logistics Company in the 2024 Hong Kong Economic Daily Corporate Awards[57] - The company achieved the Best Third-Party Logistics Service Provider award at the 2024 Asia Cargo Logistics and Supply Chain Awards[66] Governance and Corporate Structure - The company emphasizes high standards of corporate governance to protect shareholder interests and enhance corporate value[72] - The board consists of 11 members, including 3 executive directors and 8 non-executive directors, ensuring a diverse governance structure[86] - The company has established a comprehensive and transparent management structure to adapt to market changes and seize opportunities[77] Risk Management and Compliance - The company has not identified any significant deficiencies in the effectiveness of its risk management and internal control systems[131] - The Risk Management Committee continuously monitors the company's risk management system and reviews the effectiveness of financial, operational, and compliance controls[121] - The company has implemented a robust due diligence process for acquisitions to ensure proper integration of new members and mitigate operational risks[193] Sustainability and Corporate Responsibility - KLN plans to adopt renewable energy and electric long-haul trucks, supported by a HKD 1 billion sustainable development-linked loan to promote sustainability initiatives[45] - The company is committed to providing humanitarian aid and disaster logistics support globally, enhancing its brand value and corporate responsibility[32] - The company has received ISO 14001 international certification, reflecting its commitment to high environmental standards and sustainable practices[180] Employee and Talent Management - The group had approximately 18,700 employees as of December 31, 2024, a decrease from about 33,100 employees on December 31, 2023, primarily due to the completion of the KEX Express Thailand distribution[55] - The company has established a management trainee program to develop potential future leaders and reduce reliance on key personnel[194] - The company has received multiple awards for its employee welfare programs, including Gold for Excellence in Employee Care and Welfare[64] Technology and Innovation - The company aims to enhance its global information technology strategy, focusing on digitalization and artificial intelligence innovations to improve customer experience and streamline operations[169] - The company has appointed a new Chief Technology Officer to lead its global IT strategy and ensure data security while maximizing data value[169] Challenges and Future Outlook - The company anticipates facing new challenges in the global logistics industry due to macroeconomic and geopolitical uncertainties in the coming year[32] - The company is facing risks related to global political and economic uncertainties, which may hinder sustainable growth and lead to a decline in cargo volume[192] - The company anticipates ongoing supply chain disruptions in 2025 due to fluctuating international trade policies and potential new tariffs, which may create both challenges and opportunities[48]
嘉里物流(00636):货代盈利高增,综合物流承压
HTSC· 2025-03-30 11:43
证券研究报告 嘉里物流 (636 HK) 港股通 货代盈利高增,综合物流承压 | 华泰研究 | | | 年报点评 | | --- | --- | --- | --- | | 2025 年 | 3 月 | 30 日│中国香港 | 仓储物流 | 嘉里物流公布 24 年报业绩:收入 582.7 亿港币,同比增长 22.9%;归母净 利润 15.4 亿港币,同比增长 94.8%,基本符合我们的预期;扣除一次性资 产处置收益影响,核心净利 13.6 亿港币,同比增长 11.7%。其中,公司国 际货代分部利润 19.5 亿港币,同比增长 39%,主要受益于国际海空运价上 涨;综合物流分部利润 12.5 亿港币,同比下滑 3%,主因需求偏弱影响。 展望 25 年,我们预计国际海运价格在 24 年高基数上将显著回落;综合物 流业务伴随整体宏观需求回暖,同比有望改善。中长期看,公司深耕亚洲市 场,其综合物流业务将持续受益产业重塑带动的物流需求提升,维持"买入"。 国际货代:24 年盈利高增,25 年同比或回落 24 年公司国际货代业务收入 438.3 亿港币,同比增长 35%;分部利润 19.5 亿港币,同比增长 39%。分市 ...