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Chinese (SSE) Infrastructure Industry Analysis

UpdatedJan 18, 2022
DataAggregated Company Financials
Companies39
  • 7D-2.4%
  • 3M0.6%
  • 1Y-0.9%
  • YTD-0.5%

Over the last 7 days, the Infrastructure industry has dropped 2.4%, driven by pullbacks in Shanghai International Port (Group) and Ningbo Zhoushan Port of 1.3% and 2.6%, respectively. As for the longer term, the industry's performance has been flat for the past year.

Industry Valuation and Performance

Has the Chinese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Wed, 19 Jan 2022CN„689.3bCN„273.6bCN„45.3b14.5x
Fri, 17 Dec 2021CN„670.1bCN„273.6bCN„45.3b15.3x
Sun, 14 Nov 2021CN„635.3bCN„272.3bCN„44.8b13.6x
Tue, 12 Oct 2021CN„692.3bCN„264.7bCN„45.5b14.9x
Thu, 09 Sep 2021CN„698.7bCN„264.2bCN„45.4b15.4x
Sat, 07 Aug 2021CN„601.4bCN„264.6bCN„45.5b13.7x
Fri, 30 Apr 2021CN„645.1bCN„246.2bCN„37.7b14.4x
Mon, 01 Feb 2021CN„671.4bCN„227.4bCN„29.1b17.6x
Thu, 05 Nov 2020CN„650.6bCN„226.5bCN„30.6b22x
Sun, 09 Aug 2020CN„688.2bCN„227.4bCN„30.0b24.4x
Sat, 02 May 2020CN„640.8bCN„237.9bCN„36.2b20.8x
Tue, 04 Feb 2020CN„688.8bCN„251.2bCN„46.8b14.4x
Fri, 08 Nov 2019CN„724.9bCN„244.9bCN„47.5b15.7x
Thu, 01 Aug 2019CN„792.8bCN„241.4bCN„46.9b17.6x
Sun, 05 May 2019CN„819.8bCN„234.1bCN„44.6b23.1x
Wed, 06 Feb 2019CN„622.0bCN„228.8bCN„41.9b17.4x
PE Ratio

17.4x

Total Market Cap: CN„622.0bTotal Earnings: CN„41.9bTotal Revenue: CN„228.8b0%0%0%3 Year10 Year
202020212022

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 18.0x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Infrastructure industry have grown 2.7% per year over the last three years, and revenues for these companies have grown 6.1% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Infrastructure industry?

Highways and Railtracks-1.45%
Airport Services-2.23%
Marine Ports and Services-2.97%

Industry PE: Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 85.3x. This is likely because analysts are expecting annual earnings growth of 114%, which is higher than its past year's earnings growth of 95% per year. Meanwhile, investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 12.8x.

Forecasted Growth: Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 114% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Marine Ports and Services industry is expected to see its earnings grow by 2.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
1965 China Merchants Expressway Network & Technology HoldingsCN„8.154.0%
+CN„1.9b
14.1%PE10.1x
600106 Chongqing road & bridgeltdCN„4.771.3%
+CN„79.7m
79.3%PE24.8x
89 Shenzhen AirportCN„7.430.4%
+CN„61.5m
-6.5%PE149.9x
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