Sinotrans 향후 성장
Future 기준 점검 0/6
Sinotrans 의 수익은 연간 6% 감소할 것으로 예상되는 반면, 연간 수익은 6.4% 로 증가할 것으로 예상됩니다. EPS는 연간 6.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.6% 로 예상됩니다.
핵심 정보
-6.0%
이익 성장률
-6.39%
EPS 성장률
| Logistics 이익 성장 | 18.0% |
| 매출 성장률 | 6.4% |
| 향후 자기자본이익률 | 7.57% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 25 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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$6.55, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that marginally adjust the valuation outlook. What's in the News Sinotrans has scheduled a board meeting on 28 April 2026 to consider and approve the unaudited results of the company and its subsidiaries for the first quarter ended 31 March 2026, according to a key developments filing.
내러티브 업데이트 • Jun 11
598: Higher Dividend Expectations Will Limit Future Share Price Upside
Analysts have adjusted their HK$ 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.내러티브 업데이트 • 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$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).내러티브 업데이트 • May 13
598: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have increased their HK$ 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).내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • Mar 30
598: Upcoming Board Meeting And Dividend Decision Will Support Future Upside
Analysts have adjusted their price target for Sinotrans to HK$6.44, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that together point to a slightly revised view of the company’s valuation profile. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the annual results for the year ended December 31, 2025 for Sinotrans and its subsidiaries (Key Developments).내러티브 업데이트 • Mar 16
598: Capital Reduction And Revised Articles Will Support Future Upside
Analysts have reduced their HK$ price target for Sinotrans by approximately HK$0.01, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Extraordinary General Meeting held on 29 December 2025 approved a reduction of Sinotrans Limited's registered capital, signaling a change in the company's capital structure (Key Developments).내러티브 업데이트 • Mar 02
598: Capital Changes And Share Incentives Will Support Future Upside
Analysts have raised their HK$ fair value estimate for Sinotrans from HK$6.37 to about HK$6.45, reflecting updated assumptions on revenue growth, profit margins and forward P/E multiples within their models. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming earlier proposals put to shareholders (Key Developments).내러티브 업데이트 • Feb 16
598: Capital Changes And Share Incentives Will Support Future Rerating
Analysts have made a slight upward adjustment to their HK$ 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).분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 113,330 | N/A | N/A | 4,143 | 2 |
| 12/31/2027 | 107,377 | 3,621 | N/A | 3,215 | 4 |
| 12/31/2026 | 102,480 | 3,336 | N/A | 3,941 | 4 |
| 3/31/2026 | 94,586 | 4,058 | 1,035 | 2,645 | N/A |
| 12/31/2025 | 96,809 | 4,022 | 1,433 | 3,086 | N/A |
| 9/30/2025 | 94,786 | 3,772 | 2,820 | 4,278 | N/A |
| 6/30/2025 | 99,743 | 3,919 | 4,252 | 5,929 | N/A |
| 3/31/2025 | 105,089 | 3,759 | 3,877 | 5,470 | N/A |
| 12/31/2024 | 105,621 | 3,918 | 2,557 | 4,111 | N/A |
| 9/30/2024 | 114,821 | 3,886 | 2,253 | 3,453 | N/A |
| 6/30/2024 | 110,066 | 3,974 | 137 | 1,505 | N/A |
| 3/31/2024 | 103,599 | 4,062 | -318 | 1,275 | N/A |
| 12/31/2023 | 101,765 | 4,215 | 2,221 | 3,833 | N/A |
| 9/30/2023 | 101,389 | 3,656 | 1,921 | 4,044 | N/A |
| 6/30/2023 | 102,201 | 3,937 | 3,462 | 5,250 | N/A |
| 3/31/2023 | 102,121 | 4,053 | 5,037 | 6,552 | N/A |
| 12/31/2022 | 109,294 | 4,079 | 3,685 | 5,245 | N/A |
| 9/30/2022 | 107,253 | 4,211 | 2,953 | 4,443 | N/A |
| 6/30/2022 | 117,863 | 3,879 | 2,947 | 4,575 | N/A |
| 3/31/2022 | 125,088 | 3,861 | 3,376 | 4,886 | N/A |
| 12/31/2021 | 124,348 | 3,714 | 2,718 | 4,165 | N/A |
| 9/30/2021 | 120,058 | 3,752 | 3,009 | 4,667 | N/A |
| 6/30/2021 | 106,520 | 3,702 | 2,080 | 3,700 | N/A |
| 3/31/2021 | 97,056 | 3,347 | 868 | 2,741 | N/A |
| 12/31/2020 | 84,537 | 2,754 | 2,143 | 3,956 | N/A |
| 9/30/2020 | 84,095 | 2,769 | 2,545 | 4,501 | N/A |
| 6/30/2020 | 79,628 | 2,502 | 2,542 | 4,320 | N/A |
| 3/31/2020 | 76,037 | 2,465 | 1,657 | 3,432 | N/A |
| 12/31/2019 | 77,655 | 2,804 | N/A | 3,322 | N/A |
| 9/30/2019 | 77,423 | 2,883 | N/A | 1,999 | N/A |
| 6/30/2019 | 78,538 | 2,926 | N/A | 2,596 | N/A |
| 3/31/2019 | 77,834 | 2,806 | N/A | 2,119 | N/A |
| 12/31/2018 | 77,312 | 2,704 | N/A | 2,013 | N/A |
| 9/30/2018 | 74,821 | 2,477 | N/A | 1,833 | N/A |
| 6/30/2018 | 74,650 | 2,374 | N/A | 2,917 | N/A |
| 3/31/2018 | 73,136 | 2,171 | N/A | 2,311 | N/A |
| 12/31/2017 | 73,158 | 2,304 | N/A | 3,006 | N/A |
| 9/30/2017 | 73,244 | 2,408 | N/A | 2,065 | N/A |
| 6/30/2017 | 73,331 | 2,512 | N/A | 1,123 | N/A |
| 3/31/2017 | 66,741 | 2,383 | N/A | 1,748 | N/A |
| 12/31/2016 | 60,152 | 2,254 | N/A | 2,373 | N/A |
| 9/30/2016 | 52,397 | 1,919 | N/A | 2,292 | N/A |
| 6/30/2016 | 44,642 | 1,585 | N/A | 2,211 | N/A |
| 3/31/2016 | 45,257 | 1,539 | N/A | 2,322 | N/A |
| 12/31/2015 | 45,873 | 1,493 | N/A | 2,434 | N/A |
| 9/30/2015 | 45,745 | 1,294 | N/A | 1,302 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 598 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6%).
수익 vs 시장: 598 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6%).
고성장 수익: 598 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: 598 의 수익(연간 6.4%)이 Hong Kong 시장(연간 9%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 598 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 598의 자본 수익률은 3년 후 7.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/30 19:11 |
| 종가 | 2026/06/30 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
Sinotrans Limited는 19명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Karl Choi | BofA Global Research |
| Fan Tso | BofA Global Research |
| Andrew John Orchard | CGS International |