Sinotrans（598）株式概要
シノトランス・リミテッドは主に中華人民共和国で総合物流サービスを提供している。 詳細
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Analyst Price Targets
Sinotrans Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | HK$3.82 |
| 52週高値 | HK$5.51 |
| 52週安値 | HK$3.80 |
| ベータ | 1.15 |
| 1ヶ月の変化 | -22.83% |
| 3ヶ月変化 | -23.29% |
| 1年変化 | -6.14% |
| 3年間の変化 | 38.41% |
| 5年間の変化 | 21.27% |
| IPOからの変化 | 69.78% |
最新ニュース
ナラティブの更新 • Jun 25
598: Upcoming Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for Sinotrans slightly to HK$6.49 from HK$6.55, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that marginally adjust the valuation outlook. What's in the News Sinotrans has scheduled a board meeting on 28 April 2026 to consider and approve the unaudited results of the company and its subsidiaries for the first quarter ended 31 March 2026, according to a key developments filing.
ナラティブの更新 • Jun 11
598: Higher Dividend Expectations Will Limit Future Share Price Upside
Analysts have adjusted their HK$ price target on Sinotrans slightly higher, reflecting updated assumptions that include a modestly different fair value estimate, discount rate, revenue growth outlook, profit margin profile and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans Limited's annual results for the year ended December 31, 2025, consider a final dividend recommendation, and handle other matters.ナラティブの更新 • 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).Recent updates
ナラティブの更新 • Jun 25
598: Upcoming Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for Sinotrans slightly to HK$6.49 from HK$6.55, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that marginally adjust the valuation outlook. What's in the News Sinotrans has scheduled a board meeting on 28 April 2026 to consider and approve the unaudited results of the company and its subsidiaries for the first quarter ended 31 March 2026, according to a key developments filing.ナラティブの更新 • Jun 11
598: Higher Dividend Expectations Will Limit Future Share Price Upside
Analysts have adjusted their HK$ price target on Sinotrans slightly higher, reflecting updated assumptions that include a modestly different fair value estimate, discount rate, revenue growth outlook, profit margin profile and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans Limited's annual results for the year ended December 31, 2025, consider a final dividend recommendation, and handle other matters.ナラティブの更新 • 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$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).ナラティブの更新 • May 13
598: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have increased their HK$ 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • Mar 30
598: Upcoming Board Meeting And Dividend Decision Will Support Future Upside
Analysts have adjusted their price target for Sinotrans to HK$6.44, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that together point to a slightly revised view of the company’s valuation profile. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the annual results for the year ended December 31, 2025 for Sinotrans and its subsidiaries (Key Developments).ナラティブの更新 • Mar 16
598: Capital Reduction And Revised Articles Will Support Future Upside
Analysts have reduced their HK$ price target for Sinotrans by approximately HK$0.01, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Extraordinary General Meeting held on 29 December 2025 approved a reduction of Sinotrans Limited's registered capital, signaling a change in the company's capital structure (Key Developments).ナラティブの更新 • Mar 02
598: Capital Changes And Share Incentives Will Support Future Upside
Analysts have raised their HK$ fair value estimate for Sinotrans from HK$6.37 to about HK$6.45, reflecting updated assumptions on revenue growth, profit margins and forward P/E multiples within their models. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming earlier proposals put to shareholders (Key Developments).ナラティブの更新 • Feb 16
598: Capital Changes And Share Incentives Will Support Future Rerating
Analysts have made a slight upward adjustment to their HK$ 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • May 16
Sinotrans (HKG:598) Has Affirmed Its Dividend Of CN¥0.157
Sinotrans Limited ( HKG:598 ) has announced that it will pay a dividend of CN¥0.157 per share on the 21st of July...分析記事 • May 07
We Think That There Are More Issues For Sinotrans (HKG:598) Than Just Sluggish Earnings
The market wasn't impressed with the soft earnings from Sinotrans Limited ( HKG:598 ) recently. We did some analysis...分析記事 • Apr 21
The Returns At Sinotrans (HKG:598) Aren't Growing
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 31
Sinotrans Limited (HKG:598) Analysts Are More Bearish Than They Used To Be
The latest analyst coverage could presage a bad day for Sinotrans Limited ( HKG:598 ), with the analysts making...分析記事 • Mar 13
These 4 Measures Indicate That Sinotrans (HKG:598) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 26
When Should You Buy Sinotrans Limited (HKG:598)?
Sinotrans Limited ( HKG:598 ), might not be a large cap stock, but it saw a decent share price growth of 15% on the...
新しいナラティブ • 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.分析記事 • Jan 17
The Market Doesn't Like What It Sees From Sinotrans Limited's (HKG:598) Earnings Yet
With a price-to-earnings (or "P/E") ratio of 6.6x Sinotrans Limited ( HKG:598 ) may be sending bullish signals at the...分析記事 • Dec 31
Does Sinotrans (HKG:598) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Dec 18
The Return Trends At Sinotrans (HKG:598) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Nov 19
Is Now The Time To Look At Buying Sinotrans Limited (HKG:598)?
While Sinotrans Limited ( HKG:598 ) might not have the largest market cap around , it saw significant share price...分析記事 • Nov 05
Sinotrans' (HKG:598) Shareholders May Want To Dig Deeper Than Statutory Profit
The market shrugged off Sinotrans Limited's ( HKG:598 ) solid earnings report. Our analysis showed that there are some...分析記事 • Oct 29
Analyst Estimates: Here's What Brokers Think Of Sinotrans Limited (HKG:598) After Its Third-Quarter Report
Shareholders might have noticed that Sinotrans Limited ( HKG:598 ) filed its third-quarter result this time last week...分析記事 • Oct 08
We Think Sinotrans (HKG:598) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 20
Insufficient Growth At Sinotrans Limited (HKG:598) Hampers Share Price
Sinotrans Limited's ( HKG:598 ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a buy right now...分析記事 • Sep 02
Sinotrans' (HKG:598) Dividend Will Be CN¥0.1589
The board of Sinotrans Limited ( HKG:598 ) has announced that it will pay a dividend of CN¥0.1589 per share on the 15th...分析記事 • Jul 12
The Return Trends At Sinotrans (HKG:598) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Jun 21
Should You Investigate Sinotrans Limited (HKG:598) At HK$3.80?
Sinotrans Limited ( HKG:598 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...分析記事 • May 31
This Is Why We Think Sinotrans Limited's (HKG:598) CEO Might Get A Pay Rise Approved By Shareholders
Key Insights Sinotrans to hold its Annual General Meeting on 7th of June CEO Rong Song's total compensation includes...分析記事 • May 22
Are Investors Undervaluing Sinotrans Limited (HKG:598) By 49%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sinotrans fair value estimate is HK$8.31 Sinotrans is...株主還元
| 598 | HK Logistics | HK 市場 | |
|---|---|---|---|
| 7D | -4.7% | -0.2% | -3.2% |
| 1Y | -6.1% | -4.6% | -3.8% |
業界別リターン: 598過去 1 年間で-4.6 % のリターンをもたらしたHong Kong Logistics業界と一致しました。
リターン対市場: 598は、過去 1 年間で-3.8 % のリターンを上げたHong Kong市場を下回りました。
価格変動
| 598 volatility | |
|---|---|
| 598 Average Weekly Movement | 3.7% |
| Logistics Industry Average Movement | 6.8% |
| Market Average Movement | 7.4% |
| 10% most volatile stocks in HK Market | 16.3% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 598 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 598の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2002 | 31,953 | Xiang Gao | www.sinotrans.com |
シノトランス・リミテッドは主に中華人民共和国で総合物流サービスを提供している。同社は3つのセグメントで事業を展開している：代理店および関連事業、プロフェッショナル・ロジスティクス、Eコマースの3つのセグメントで事業を展開している。同社は、スペースの予約、輸送の手配、コンテナの搬入・積み込み、保管、港への集中・発送、通関申告・検査、配送、配達などの海上貨物輸送、集荷・発送、倉庫保管、梱包、予約・ハンドリング、幹線航空貨物輸送、トラック輸送のトランジットサービスなどの航空貨物輸送、鉄道貨物輸送サービス、港への入出港、書類作成、船舶用品、その他の船舶関連サービスからなる海運代理店サービス、保管、コンテナの集約・デバンニング、貨物の積み下ろし、発送、配送などの保管・ヤードサービスを提供している。また、越境電子商取引物流、物流電子商取引プラットフォーム、物流設備共有プラットフォームからなる電子商取引事業にも従事している。さらに、コントラクト、プロジェクト、ケミカル、コールドチェーン、その他の物流サービスを含む総合物流ソリューションを提供している。同社は1950年に設立され、中華人民共和国の北京に本社を置いている。
Sinotrans Limited 基礎のまとめ
| 598 基礎統計学 | |
|---|---|
| 時価総額 | HK$38.07b |
| 収益（TTM） | HK$4.69b |
| 売上高(TTM) | HK$109.21b |
5.8x
PER（株価収益率0.3x
P/Sレシオ598 は割高か？
公正価値と評価分析を参照収益と収入
| 598 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥94.59b |
| 売上原価 | CN¥89.13b |
| 売上総利益 | CN¥5.45b |
| その他の費用 | CN¥1.39b |
| 収益 | CN¥4.06b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 26, 2026
| 一株当たり利益（EPS） | 0.57 |
| グロス・マージン | 5.76% |
| 純利益率 | 4.29% |
| 有利子負債／自己資本比率 | 19.0% |
598 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
9.4%
現在の配当利回り53%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/01 19:27 |
| 終値 | 2026/06/30 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sinotrans Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Karl Choi | BofA Global Research |
| Fan Tso | BofA Global Research |
| Andrew John Orchard | CGS International |