Sinotrans (598) Aperçu de l'action
Sinotrans Limited fournit des services logistiques intégrés principalement en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 0/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
598 Community Fair Values
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Analyst Price Targets
Sinotrans Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | HK$4.50 |
| Plus haut sur 52 semaines | HK$5.51 |
| Plus bas sur 52 semaines | HK$3.73 |
| Bêta | 1.15 |
| Variation sur 1 mois | -14.45% |
| Variation sur 3 mois | -12.79% |
| Variation sur 1 an | 17.49% |
| Variation sur 3 ans | 70.45% |
| Variation sur 5 ans | 36.36% |
| Évolution depuis l'introduction en bourse | 100.00% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 28
598: Upcoming Dividend And Board Decisions Will Support Future Upside Potential
Analysts have raised their price target for Sinotrans to HK$6.55 from about HK$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).Mise à jour du récit • May 13
598: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have increased their HK$ fair value estimate for Sinotrans from HK$6.44 to HK$6.50, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans' annual results for the year ended December 31, 2025, and to consider a final dividend recommendation and other matters (Key Developments).Recent updates
Mise à jour du récit • May 28
598: Upcoming Dividend And Board Decisions Will Support Future Upside Potential
Analysts have raised their price target for Sinotrans to HK$6.55 from about HK$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).Mise à jour du récit • May 13
598: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have increased their HK$ fair value estimate for Sinotrans from HK$6.44 to HK$6.50, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans' annual results for the year ended December 31, 2025, and to consider a final dividend recommendation and other matters (Key Developments).
Mise à jour du récit • Apr 29
598: Lower Growth Assumptions And Reduced P/E Will Limit Future Upside Potential
Analysts have slightly adjusted their price target on Sinotrans, with their fair value estimate moving to HK$3.20 as they factor in updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans' annual results for the year ended December 31, 2025 and to consider a final dividend recommendation, if any (Key Developments).
Mise à jour du récit • Apr 14
598: Revised Fair Value And Dividend Outlook Will Guide Future Returns
Analysts have revised their fair value estimate for Sinotrans from HK$4.89 to HK$5.06, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for March 30, 2026, to review and approve Sinotrans' annual results for the year ended December 31, 2025, and to consider a recommendation on a final dividend, if any, along with other matters (Key Developments).Mise à jour du récit • Mar 30
598: Upcoming Board Meeting And Dividend Decision Will Support Future Upside
Analysts have adjusted their price target for Sinotrans to HK$6.44, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that together point to a slightly revised view of the company’s valuation profile. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the annual results for the year ended December 31, 2025 for Sinotrans and its subsidiaries (Key Developments).Mise à jour du récit • Mar 16
598: Capital Reduction And Revised Articles Will Support Future Upside
Analysts have reduced their HK$ price target for Sinotrans by approximately HK$0.01, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Extraordinary General Meeting held on 29 December 2025 approved a reduction of Sinotrans Limited's registered capital, signaling a change in the company's capital structure (Key Developments).Mise à jour du récit • Mar 02
598: Capital Changes And Share Incentives Will Support Future Upside
Analysts have raised their HK$ fair value estimate for Sinotrans from HK$6.37 to about HK$6.45, reflecting updated assumptions on revenue growth, profit margins and forward P/E multiples within their models. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming earlier proposals put to shareholders (Key Developments).Mise à jour du récit • Feb 16
598: Capital Changes And Share Incentives Will Support Future Rerating
Analysts have made a slight upward adjustment to their HK$ price target for Sinotrans, reflecting small changes in fair value, discount rate, revenue growth, profit margin assumptions, and a marginally higher future P/E multiple. What's in the News The extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming previously proposed changes to the company bylaws (Key Developments).Article d’analyse • Feb 10
Sinotrans (HKG:598) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Feb 02
598: Future Capital Reduction And Buybacks Will Signal Limited Upside Potential
Analysts have lifted their price target on Sinotrans from about $3.01 to around $3.20, citing updated assumptions that combine a higher discount rate and future P/E expectations with revised views on revenue growth and profit margins. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association (Key Developments).Article d’analyse • Jan 26
Why Investors Shouldn't Be Surprised By Sinotrans Limited's (HKG:598) Low P/E
Sinotrans Limited's ( HKG:598 ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a buy right now...Mise à jour du récit • Jan 19
598: Capital Reduction And Share Buyback Will Support Future Rerating
Analysts have raised their price target on Sinotrans to US$6.33 from US$5.52, citing adjustments to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association.Mise à jour du récit • Jan 05
598: Capital Restructuring And Share Buybacks Will Guide Future Returns Outlook
Analysts have raised their price target on Sinotrans slightly to reflect modestly higher long term discount rate assumptions and a marginally lower future price to earnings multiple, while keeping fair value estimates broadly unchanged. What's in the News Shareholders approved a reduction of registered capital and amendments to the Articles of Association at the 29 December 2025 extraordinary general meeting, formalizing earlier proposals on capital structure changes (Key Developments).Article d’analyse • Dec 30
Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 95% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sinotrans fair value estimate is HK$9.37 Sinotrans is...Mise à jour du récit • Dec 20
598: Governance Reforms And Share Buybacks Will Shape Future Capital Allocation Outcomes
Analysts have nudged their price target on Sinotrans slightly higher to reflect modestly stronger long term cash flow assumptions and a marginally lower anticipated future valuation multiple, despite only minor adjustments to the discount rate and growth inputs. What's in the News Sinotrans will hold a board meeting on December 11, 2025 to consider amendments to its articles of association and board meeting rules to increase the number of board seats (company filing).Article d’analyse • Dec 12
Why Sinotrans Limited (HKG:598) Could Be Worth Watching
Sinotrans Limited ( HKG:598 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...Mise à jour du récit • Dec 06
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).Mise à jour du récit • Nov 22
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.Mise à jour du récit • Nov 07
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.Mise à jour du récit • Oct 24
New Financial Moves And Board Decisions Will Drive Global Logistics Expansion
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.Mise à jour du récit • Oct 10
New Hubs In Europe And Asia Will Unlock Global Digital Trade
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).Article d’analyse • Oct 06
Sinotrans Limited's (HKG:598) Shares Lagging The Market But So Is The Business
When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") above 13x, you may consider...Mise à jour du récit • Sep 26
New Hubs In Europe And Asia Will Unlock Global Digital Trade
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.Mise à jour du récit • Sep 11
New Hubs In Europe And Asia Will Unlock Global Digital Trade
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.Article d’analyse • Aug 29
Sinotrans' (HKG:598) Dividend Will Be CN¥0.1592
Sinotrans Limited's ( HKG:598 ) investors are due to receive a payment of CN¥0.1592 per share on 20th of October. This...Mise à jour du récit • Aug 27
Expanding Asia, Europe And Latin America Will Redefine Global Logistics
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.Article d’analyse • Jul 31
The Return Trends At Sinotrans (HKG:598) Look Promising
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • Jun 25
Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 85% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sinotrans fair value estimate is HK$7.29 Sinotrans' HK$3.94...
Nouveau récit • Feb 09
Accelerating Digital Transformation To 45% Online Will Drive Future Efficiency
Focus on digital transformation and operational reforms aims to enhance efficiency, stability, and profitability, potentially improving net margins.Rendement pour les actionnaires
| 598 | HK Logistics | HK Marché | |
|---|---|---|---|
| 7D | -4.3% | -5.7% | -4.0% |
| 1Y | 17.5% | 7.4% | 4.5% |
Rendement vs Industrie: 598 a dépassé le secteur Hong Kong Logistics qui a rapporté 7.4 % au cours de l'année écoulée.
Rendement vs marché: 598 a dépassé le marché Hong Kong qui a rapporté 4.5 % au cours de l'année écoulée.
Volatilité des prix
| 598 volatility | |
|---|---|
| 598 Average Weekly Movement | 3.9% |
| Logistics Industry Average Movement | 6.8% |
| Market Average Movement | 7.4% |
| 10% most volatile stocks in HK Market | 16.0% |
| 10% least volatile stocks in HK Market | 3.5% |
Cours de l'action stable: 598 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Hong Kong.
Volatilité au fil du temps: La volatilité hebdomadaire de 598 ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2002 | 31,953 | Xiang Gao | www.sinotrans.com |
Sinotrans Limited fournit des services logistiques intégrés principalement en République populaire de Chine. La société opère à travers trois segments : Agence et activités connexes, Logistique professionnelle et Commerce électronique. Elle propose des services d'expédition de fret maritime, tels que la réservation d'espace, l'organisation du transport, la livraison et le chargement de conteneurs, l'entreposage, la concentration et l'expédition portuaires, la déclaration et l'inspection douanières, la distribution et la livraison ; des services d'expédition de fret aérien, y compris l'enlèvement et l'expédition, l'entreposage, l'emballage, la réservation et la manutention, l'expédition de fret par les grandes lignes aériennes et les services de transit par camion ; des services d'expédition de fret ferroviaire ; des services d'agence maritime comprenant l'arrivée et le départ au port, la documentation, l'approvisionnement des navires et d'autres services liés aux navires dans les ports ; et des services d'entreposage et de triage, tels que l'entreposage, la consolidation et le dépannage de conteneurs, le chargement et le déchargement de fret, l'expédition et la distribution, etc. L'entreprise s'engage également dans l'activité de commerce électronique, qui comprend la logistique du commerce électronique transfrontalier, la plateforme de commerce électronique logistique et la plateforme de partage d'équipements logistiques.
Sinotrans Limited Résumé des fondamentaux
| 598 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | HK$44.31b |
| Bénéfices(TTM) | HK$4.69b |
| Recettes(TTM) | HK$109.42b |
6.9x
Ratio P/E0.3x
Ratio P/SLe site 598 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 598 compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥94.59b |
| Coût des recettes | CN¥89.13b |
| Marge brute | CN¥5.45b |
| Autres dépenses | CN¥1.39b |
| Les revenus | CN¥4.06b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.57 |
| Marge brute | 5.76% |
| Marge bénéficiaire nette | 4.29% |
| Ratio dettes/capitaux propres | 19.0% |
Quelles ont été les performances à long terme de 598?
Voir les performances historiques et les comparaisonsDividendes
8.0%
Rendement actuel des dividendes53%
Ratio de distributionLe site 598 verse-t-il des dividendes fiables ?
Voir 598 l'historique des dividendes et les indices de référence| Sinotrans dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 02 2026 |
| Date de paiement du dividende | Jun 29 2026 |
| Jours jusqu'au dividende Ex | 8 days |
| Jours jusqu'à la date de paiement du dividende | 19 days |
Le site 598 verse-t-il des dividendes fiables ?
Voir 598 l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/10 10:32 |
| Cours de l'action en fin de journée | 2026/06/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sinotrans Limited est couverte par 19 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Karl Choi | BofA Global Research |
| Fan Tso | BofA Global Research |
| Andrew John Orchard | CGS International |