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SKG - Cautious guidance on rising oil prices and competition - AGM Note

Company Research

28 Apr 2017

SKG targets 2017 revenue and NPAT growth rates of 23.7% and 8.1% vs 2016. Q1 2017 revenue saw modest growth of 3.4% YoY while Q1 NPAT fell by 18.1% YoY. Weak Q1 2017 results supported the cautious earnings estimate given concerns about fast rising input diesel oil prices (accounting for 45% of total costs). Specifically, Q1 diesel oil prices surged by 46% YoY, dragging down GPM by 8.6 ppts vs Q1 2016. To cope with increasing competition on existing routes, particularly on the

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