Update shared on 07 Nov 2025
Fair value Increased 7.32%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.
What's in the News
- The board has scheduled a meeting on October 27, 2025 to consider and approve unaudited third quarter results and their publication (Key Developments).
- Shareholders at the Extraordinary General Meeting on September 29, 2025 approved amendments to the Articles of Association and the abolishment of the supervisory committee (Key Developments).
- Between April 1 and June 30, 2025, Sinotrans completed the repurchase of more than 88 million shares, representing 1.22% of outstanding shares, as part of its ongoing buyback program (Key Developments).
- An Extraordinary General Meeting was held on September 29, 2025 to consider the reduction of registered capital and various amendments to governance documents (Key Developments).
- The board met on August 26, 2025 to review and publish unaudited interim results for the first half of the year and to discuss the declaration of an interim dividend (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from HK$4.55 to HK$4.89, reflecting an improved outlook.
- Discount Rate has risen slightly from 8.11% to 8.37%, indicating a minor adjustment in risk expectations.
- Revenue Growth Projection has nearly doubled from 3.93% to 7.06%, showing stronger anticipated expansion.
- Net Profit Margin forecast has declined slightly from 3.18% to 3.03%, suggesting a modest reduction in expected profitability.
- Future P/E Ratio has risen from 10.23x to 12.85x, pointing to higher valuation multiples being applied.
Disclaimer
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