Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Hong Kong
/
Transportation
Create a narrative
Sinotrans Community
SEHK:598 Community
3
Narratives
written by author
0
Comments
on narratives written by author
4
Fair Values set
on narratives written by author
Create a narrative
Sinotrans
Popular
Undervalued
Overvalued
Community Investing Ideas
Sinotrans
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Asia, Europe And Latin America Will Redefine Global Logistics
Key Takeaways Expansion in Southeast Asia, Europe, and Latin America aims to boost market penetration and revenue through enhanced logistics infrastructure and service offerings. Digital transformation, green logistics solutions, and strategic overseas investments are expected to drive efficiency, customer satisfaction, and long-term growth.
View narrative
HK$4.08
FV
11.3% overvalued
intrinsic discount
4.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
Sinotrans
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Tariffs And Decarbonization Will Squeeze Margins Despite Efficiency Gains
Key Takeaways Rising geopolitical risks, stricter environmental standards, and market shifts are set to erode profitability and challenge long-term earnings stability. Heavy reliance on China-centric trade and increasing digital disruption threaten future revenue growth and the company's ability to maintain market share.
View narrative
HK$3.06
FV
48.2% overvalued
intrinsic discount
1.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Sinotrans
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Belt And Road And Digital Logistics Will Transform Global Trade
Key Takeaways Accelerated overseas growth, digital innovation, and e-commerce integration are positioning Sinotrans as a leading player in global logistics with rising margins and profitability potential. Asset monetization initiatives and a first-mover advantage in sustainable logistics are set to unlock value, attract ESG-focused clients, and strengthen long-term earnings growth.
View narrative
HK$4.75
FV
4.4% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
598
598
Sinotrans
Your Fair Value
HK$
Current Price
HK$4.54
24.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
125b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥124.9b
Earnings CN¥4.5b
Advanced
Set Fair Value