Update shared on 22 Nov 2025
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. This brings the total buyback since October 2024 to 92,564,070 shares, or 1.28% of the company, for CNY 474.5 million (Buyback Tranche Update).
- A board meeting is scheduled for October 27, 2025 to consider and approve unaudited third-quarter results and their publication (Board Meeting).
- On September 29, 2025, shareholders approved amendments to the Articles of Association and the abolishment of the supervisory committee at an extraordinary general meeting (Changes in Company Bylaws/Rules).
- During the second quarter ending June 2025, Sinotrans repurchased 24,600,619 shares for CNY 119.04 million, raising the cumulative buyback to 88,254,536 shares, or 1.22% for CNY 448.34 million (Buyback Tranche Update).
- A special shareholders meeting was convened on September 29, 2025 to approve the proposed capital reduction and further amendments to company regulations (Special/Extraordinary Shareholders Meeting).
Valuation Changes
- Fair Value Estimate remains unchanged at 4.89.
- Discount Rate has risen slightly from 8.37% to 8.40%.
- Revenue Growth Forecast is effectively unchanged at approximately 7.06%.
- Net Profit Margin projection remains stable at 3.03%.
- Future P/E has increased marginally from 12.85x to 12.90x.
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