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Sinotrans LimitedSEHK:598 Rapporto sulle azioni

Cap. di mercato HK$47.1b
Prezzo delle azioni
HK$4.95
HK$5.06
2.2% sottovalutato sconto intrinseco
1Y33.8%
7D-3.5%
1D
Valore del portafoglio
Vista

Sinotrans Limited

Report azionario SEHK:598

Capitalizzazione di mercato: HK$47.1b

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Concorrenti di Sinotrans Limited

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Sinotrans
Prezzi storici delle azioni
Prezzo attuale dell'azioneHK$4.95
Massimo di 52 settimaneHK$5.51
Minimo di 52 settimaneHK$3.66
Beta1.15
Variazione di 1 mese-4.07%
Variazione a 3 mesi-1.39%
Variazione di 1 anno33.78%
Variazione a 3 anni92.61%
Variazione a 5 anni34.51%
Variazione dall'IPO120.00%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).

Recent updates

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.

Rendimenti per gli azionisti

598HK LogisticsHK Mercato
7D-3.5%-4.5%-1.5%
1Y33.8%20.1%11.3%

Ritorno vs Industria: 598 ha superato il Hong Kong Logistics che ha restituito 20.1 % nell'ultimo anno.

Rendimento vs Mercato: 598 ha superato il mercato Hong Kong che ha restituito 11.3 % nell'ultimo anno.

Volatilità dei prezzi

Is 598's price volatile compared to industry and market?
598 volatility
598 Average Weekly Movement3.9%
Logistics Industry Average Movement7.5%
Market Average Movement7.3%
10% most volatile stocks in HK Market15.6%
10% least volatile stocks in HK Market3.5%

Prezzo delle azioni stabile: 598 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Hong Kong.

Volatilità nel tempo: La volatilità settimanale ( 4% ) di 598 è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
200231,953Xiang Gaowww.sinotrans.com

Sinotrans Limited fornisce servizi logistici integrati principalmente nella Repubblica Popolare Cinese. L'azienda opera attraverso tre segmenti: Agenzia e attività correlate, Logistica professionale ed E-commerce. L'azienda offre servizi di spedizione marittima, quali la prenotazione di spazi, l'organizzazione del trasporto, la consegna e il carico di container, lo stoccaggio, la concentrazione e la spedizione in porto, la dichiarazione e l'ispezione doganale, la distribuzione e la consegna; servizi di spedizione aerea, tra cui il ritiro e la spedizione, l'immagazzinamento, l'imballaggio, la prenotazione e la movimentazione, la spedizione di merci su linee aeree principali e i servizi di transito per autocarri; servizi di spedizione ferroviaria; servizi di agenzia marittima, tra cui l'arrivo e la partenza in porto, la documentazione, i rifornimenti per le navi e altri servizi relativi alle navi nei porti; servizi di deposito e di cantiere, tra cui lo stoccaggio, il consolidamento e lo smistamento dei container, il carico e lo scarico delle merci, la spedizione e la distribuzione, ecc.

Sinotrans Limited Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Sinotrans con la sua capitalizzazione di mercato?
598 statistiche fondamentali
Capitalizzazione di mercatoHK$47.11b
Utili (TTM)HK$4.68b
Ricavi(TTM)HK$109.03b
7.6x
Rapporto P/E
0.3x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
598 Conto economico (TTM)
RicaviCN¥94.59b
Costo del fatturatoCN¥89.13b
Profitto lordoCN¥5.45b
Altre speseCN¥1.39b
UtiliCN¥4.06b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)0.57
Margine lordo5.76%
Margine di profitto netto4.29%
Rapporto debito/patrimonio netto19.0%

Come si è comportato 598 nel lungo periodo?

Vedi performance storica e confronto

Dividendi

7.2%
Rendimento attuale del dividendo
53%
Rapporto di remunerazione
Quando è necessario acquistare 598 per ricevere un dividendo imminente?
Sinotrans date dei dividendi
Data di stacco del dividendoJun 02 2026
Data di pagamento dei dividendiJun 29 2026
Giorni fino al dividendo Ex9 days
Giorni prima della data di pagamento dei dividendi36 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 17:46
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sinotrans Limited è coperta da 18 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Karl ChoiBofA Global Research
Andrew John OrchardCGS International
Ka Kit PoChina Galaxy International Securities (Hong Kong)