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Feb 18
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Chinese (SSE) Hospitality Industry Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies32
- 7D-1.6%
- 3M-2.7%
- 1Y-2.0%
- YTD-7.0%
Over the last 7 days, the Hospitality industry has dropped 2.9%, driven by a pullback from Songcheng Performance DevelopmentLtd of 3.6%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 22% per annum.
Industry Valuation and Performance
Has the Chinese Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Feb 2025 | CN¥190.0b | CN¥69.9b | CN¥4.2b | 47.6x | 45.2x | 2.7x |
| Mon, 20 Jan 2025 | CN¥195.6b | CN¥69.9b | CN¥4.2b | 47.3x | 46.5x | 2.8x |
| Wed, 18 Dec 2024 | CN¥223.2b | CN¥69.9b | CN¥4.2b | 52.2x | 53x | 3.2x |
| Fri, 15 Nov 2024 | CN¥205.5b | CN¥69.9b | CN¥4.2b | 48.5x | 48.9x | 2.9x |
| Sun, 13 Oct 2024 | CN¥186.4b | CN¥69.7b | CN¥4.4b | 43.5x | 42.7x | 2.7x |
| Tue, 10 Sep 2024 | CN¥168.3b | CN¥69.8b | CN¥4.4b | 42.3x | 38.4x | 2.4x |
| Thu, 08 Aug 2024 | CN¥175.8b | CN¥68.7b | CN¥4.3b | 40x | 41x | 2.6x |
| Sat, 06 Jul 2024 | CN¥170.8b | CN¥68.7b | CN¥4.3b | 40.9x | 39.9x | 2.5x |
| Mon, 03 Jun 2024 | CN¥194.7b | CN¥68.7b | CN¥4.3b | 44.2x | 45.5x | 2.8x |
| Wed, 01 May 2024 | CN¥201.3b | CN¥68.2b | CN¥4.5b | 39.9x | 45.1x | 3x |
| Fri, 29 Mar 2024 | CN¥193.7b | CN¥57.7b | CN¥3.1b | 38.6x | 63.4x | 3.4x |
| Sun, 25 Feb 2024 | CN¥188.5b | CN¥56.5b | CN¥2.9b | 36.5x | 64.9x | 3.3x |
| Tue, 23 Jan 2024 | CN¥194.7b | CN¥57.7b | CN¥3.2b | 37.2x | 61x | 3.4x |
| Thu, 21 Dec 2023 | CN¥170.5b | CN¥45.8b | CN¥2.3b | 34.1x | 74.3x | 3.7x |
| Sat, 18 Nov 2023 | CN¥174.2b | CN¥45.8b | CN¥2.3b | 34.5x | 75.9x | 3.8x |
| Mon, 16 Oct 2023 | CN¥175.2b | CN¥39.7b | CN¥525.8m | 85.2x | 333.3x | 4.4x |
| Wed, 13 Sep 2023 | CN¥203.4b | CN¥39.6b | CN¥507.9m | 97.8x | 400.5x | 5.1x |
| Fri, 11 Aug 2023 | CN¥209.3b | CN¥33.7b | -CN¥1,614,696,226.00 | 63.9x | -129.6x | 6.2x |
| Sun, 09 Jul 2023 | CN¥245.5b | CN¥109.4b | -CN¥13,130,565,211.00 | 71.3x | -18.7x | 2.2x |
| Tue, 06 Jun 2023 | CN¥249.2b | CN¥109.4b | -CN¥13,129,955,328.00 | 70.5x | -19x | 2.3x |
| Thu, 04 May 2023 | CN¥266.7b | CN¥109.5b | -CN¥13,729,837,135.00 | 87.9x | -19.4x | 2.4x |
| Sat, 01 Apr 2023 | CN¥270.1b | CN¥115.3b | -CN¥2,219,386,696.00 | 110.7x | -121.7x | 2.3x |
| Mon, 27 Feb 2023 | CN¥264.8b | CN¥115.4b | -CN¥2,178,656,552.00 | 88x | -121.5x | 2.3x |
| Wed, 25 Jan 2023 | CN¥266.8b | CN¥115.4b | -CN¥2,178,807,870.00 | 87.5x | -122.4x | 2.3x |
| Fri, 23 Dec 2022 | CN¥268.2b | CN¥115.3b | -CN¥2,178,923,301.00 | 87.4x | -123.1x | 2.3x |
| Sun, 20 Nov 2022 | CN¥239.9b | CN¥115.4b | -CN¥2,175,049,284.00 | 124.4x | -110.3x | 2.1x |
| Tue, 18 Oct 2022 | CN¥217.0b | CN¥129.9b | -CN¥1,247,588,471.00 | 79.9x | -173.9x | 1.7x |
| Thu, 15 Sep 2022 | CN¥238.5b | CN¥130.0b | -CN¥1,247,745,976.00 | 80.4x | -191.1x | 1.8x |
| Sat, 13 Aug 2022 | CN¥226.0b | CN¥139.1b | CN¥1.7b | 97.8x | 132.2x | 1.6x |
| Mon, 11 Jul 2022 | CN¥245.7b | CN¥140.0b | CN¥1.4b | 99.6x | 179.2x | 1.8x |
| Wed, 08 Jun 2022 | CN¥229.6b | CN¥139.9b | CN¥1.4b | 97.8x | 167.2x | 1.6x |
| Fri, 06 May 2022 | CN¥225.7b | CN¥140.0b | CN¥1.4b | 96.3x | 164.1x | 1.6x |
| Sun, 03 Apr 2022 | CN¥265.6b | CN¥137.8b | CN¥7.0b | 74.3x | 38.1x | 1.9x |
| Tue, 01 Mar 2022 | CN¥249.4b | CN¥139.0b | CN¥7.4b | 61.1x | 33.5x | 1.8x |
Price to Earnings Ratio
33.5x
Current Industry PE
- Investors are optimistic on the Chinese Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.1x which is higher than its 3-year average PE of 9.1x.
- The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have declined 17% per year over the last three years,
- Revenues have also declined 20% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary industry?
| CN Market | 2.02% | |
| Consumer Discretionary | 0.73% | |
| Hospitality | -1.59% | |
| Casinos and Gaming | 0% | 0 |
| Hotels, Resorts and Cruise Lines | -1.29% | |
| Restaurants | -1.75% | |
| Leisure Facilities | -2.74% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 43.2%, which is higher than its past year's earnings decline of 37.6% per year.
- Investors are most pessimistic about the Restaurants industry, which is trading below its 3-year average of 79.0x.
Forecasted Growth
- Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 17% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 002707 UTour Group | CN¥7.82 | 2.6% +CN¥196.5m | 24.1% | PE54.3x | |
| 000430 Zhang Jia Jie Tourism Group | CN¥6.83 | 4.6% +CN¥121.4m | 21.1% | PS6.9x | |
| 000796 Caissa Tosun DevelopmentLtd | CN¥3.74 | 1.4% +CN¥80.2m | 14.0% | PE7.3x | |
| 600749 Tibet TourismLtd | CN¥11.12 | 2.6% +CN¥62.2m | 13.4% | PE246.8x | |
| 600358 China Tourism And Culture Investment GroupLtd | CN¥3.73 | 3.0% +CN¥55.5m | -1.8% | PS4.5x |
