maybulk profit need to deduct 13m away from it. the gain of disposal of plant equipment, and JV fees.. the actual profit margin will be 35%, not 59%.. it is within expectations as 长荣集团 evergreen profit margin is around 50% and us shipping stock counter, profit margin is within 30%..

Bro Bak Bak, profit margin 20%? I never saw logistic normal earning can hit such a high profit margin.
Other business too. In Malaysia, the highest normal profit margin is property business, and it is 7-8 year figure. Now I didt study.

Logistic is high competition business, most of the player earn single digit profit margin..
Can check check ya.

Cheer

and bdi index, Baltic dry index.. but I forsee this super profit trend if really happened, try to take profit when pasar uncle buy logistics stock for FA wise people.. because smart money will run away heavily on that time and the trend might end like glove counter on last year after that due to super cyclical profit.. hope that we are not greed when earn big money on that time.. always think of buy low and sell high..

Hi bro Bak, I check back. Apologies for it. My mistake coz is 2020.

And I tot how come freight can have 20% profit margin. Look deep what you said is some forecast…
Cause previously the margin very low.

And you foresee the trend happen in freight too…( personally I hope so. Hahaha)

I've run through previously qr and ar again just now.. I feel if simply said profit margin 20% will be overconfident.. Wish to adjust my view now, from the AR, company said 60% business operation come from sea freight.. By calculating avg bdi rate on jan to march is 1500, and april to june is 2600, the bdi increment will be +73% QoQ, by forecast incoming profit, 60% profit of last qr of 6.1m is coming from sea freight, which is 3.66m, 3.66m x 173% increment = 6.3m + other segment profit, 2.44m

The forecast PAT might be around 8.74m on this qr.. The forecast figures might run away a lot cuz the operating expenses have been increased in recent 2 quarters from avg 120m - 140m avgly increase to 200m on last qr

BAK之前的预测，厉害！

The forecast PAT might be around 8.74m on this qr.. The forecast figures might run away a lot cuz the operating expenses have been increased in recent 2 quarters from avg 120m - 140m avgly increase to 200m on last qr

You are welcome BAK..股友做得好要给予赞赏。
做得不好就静静或者理智讨论下学习下。。。


Cheer

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Andrew bro.. Chill out bro.. Market is just started and with your patiencely, they will rewards us handsomely soon.. A steady up is good healthy for overall trend.. If shoot up too fast like Dataprep, will be heavily take profit by Smart money.. Hopefully bdi index can challenge ath 11k on 2008

The Baltic Exchange Dry Index went up 0.7% to 4,304 on Monday, its highest since November 24th, 2009, lifted by gains across all vessel segments amid ongoing shipping constraints. The capesize index, which tracks iron ore and coal cargos of 150,000-tonnes, rose 1% to 6,487, a peak since December of 2009; and the panamax index which tracks cargoes of about 60,000 to 70,000 tonnes of coal and grains, advanced for an eighth straight session, adding 0.3% to 3,916, its highest in over two months. Among smaller vessels, the supramax index increased for a sixth straight session, rising 12 points to 3,319, its highest in over two weeks.