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PVT - Solid transportation segment beats expectation - Earnings Flash

Company Research

24 Jan 2019

2018 revenue rose 22.6% YoY while reported and recurring NPAT-MI surged 43.1% YoY and 34.2% YoY, respectively. 2018 revenue and recurring NPAT-MI surpassed our forecasts by 6.5% and 17.3%, respectively. NPAT-MI came in far better than our expectation, which we attributed to to higher-than-expected profit from LPG and the coal transportation segment, lower interest expense and higher interest income than expected. Therefore, we foresee an upside risk to our 2019F earnings forecast.

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