Shared on 06 Dec 25

598: Continued Buybacks And Governance Changes Will Shape Future Shareholder Outcomes

Narrative Update on Sinotrans Analyst Price Target Analysts have nudged their price target on Sinotrans slightly higher to approximately $4.89, citing marginal improvements in the company’s discount rate assumptions along with sustained expectations for steady revenue growth and profit margins. What's in the News Sinotrans has called a special shareholders meeting for December 29, 2025 in Beijing to vote on key corporate matters, including capital changes and governance structure (company announcement).

Shared on 22 Nov 25

598: Continued Buybacks And Board Restructuring Will Influence Shareholder Outcomes Ahead

Analysts have slightly raised their price target for Sinotrans, reflecting updated discount rate assumptions as well as stable projections for growth and profitability. What's in the News From July 1, 2025 to September 30, 2025, Sinotrans repurchased 4,309,534 shares for CNY 26.17 million.

Shared on 07 Nov 25

Fair value Increased 7.32%

598: Ongoing Buybacks And Governance Changes Will Shape Shareholder Value Ahead

Analysts have raised their price target for Sinotrans from $4.55 to $4.89. This reflects increased expectations for revenue growth, tempered slightly by a higher discount rate and a slight reduction in projected profit margin.

Shared on 24 Oct 25

Narrative Update: Sinotrans Analyst Price Target Adjustment Analysts have made a slight upward revision to their price target for Sinotrans, adjusting it from $4.55 to $4.55. This reflects stable expectations in fair value while noting minor shifts in forecast assumptions.

Shared on 10 Oct 25

Fair value Decreased 4.13%

Analysts have revised their price target for Sinotrans downward from $4.75 to $4.55, citing moderated revenue growth projections and a slightly higher discount rate in their updated outlook. What's in the News Sinotrans Limited shareholders approved amendments to the Articles of Association and abolished the supervisory committee at the EGM held on September 29, 2025 (Key Developments).

Shared on 26 Sep 25

Fair value Increased 4.49%

Despite a notable reduction in consensus revenue growth forecasts, Sinotrans’ rising future P/E suggests higher investor confidence or expectations of margin improvement, supporting the increase in the consensus analyst price target from HK$4.55 to HK$4.75. What's in the News Completed share buyback of 88,254,536 shares (1.22% of share capital) for CNY 448.34 million under the program announced in October 2024.

Shared on 11 Sep 25

Fair value Increased 7.40%

The consensus analyst price target for Sinotrans has increased to HK$4.55, primarily reflecting improved revenue growth forecasts and higher expected future earnings multiples. What's in the News Board meeting to consider proposed amendments to the articles of association.

Shared on 27 Aug 25

Fair value Increased 4.79%

The upward revision in Sinotrans' analyst price target is primarily driven by higher revenue growth forecasts and an expansion in the expected future P/E, resulting in a modest increase in fair value from HK$4.04 to HK$4.15. What's in the News Board meeting to consider and approve unaudited interim results for the six months ended 30 June 2025, a potential interim dividend, and other issues.

Shared on 01 May 25

Fair value Increased 2.26%

Shared on 23 Apr 25

Fair value Increased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.30%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 02 Apr 25

Fair value Decreased 3.23%

AnalystConsensusTarget has increased future PE multiple from 6.6x to 7.7x.

Shared on 26 Mar 25

Fair value Increased 1.78%

Shared on 19 Mar 25

Fair value Increased 7.57%

AnalystConsensusTarget has decreased revenue growth from 3.5% to 3.1%, increased future PE multiple from 6.5x to 7.8x and increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 12 Mar 25

Fair value Decreased 3.65%

AnalystConsensusTarget has decreased revenue growth from 4.8% to 3.5%.

New Financial Moves And Board Decisions Will Drive Global Logistics Expansion