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Chinese (SSE) Infrastructure Industry Analysis
UpdatedJan 24, 2025
DataAggregated Company Financials
Companies40
- 7D-0.4%
- 3M-2.1%
- 1Y8.8%
- YTD-2.3%
Over the last 7 days, the Infrastructure industry has dropped 1.2%, driven by a pullback from China Merchants Expressway Network & Technology HoldingsLtd of 3.4%. Over the past 12 months, the industry was up 11%. Looking forward, earnings are forecast to grow by 9.8% annually.
Industry Valuation and Performance
Has the Chinese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jan 2025 | CN¥814.2b | CN¥354.6b | CN¥52.3b | 15.6x | 15.6x | 2.3x |
| Sun, 22 Dec 2024 | CN¥847.0b | CN¥354.6b | CN¥52.3b | 16.6x | 16.2x | 2.4x |
| Tue, 19 Nov 2024 | CN¥835.9b | CN¥354.6b | CN¥52.3b | 15.7x | 16x | 2.4x |
| Thu, 17 Oct 2024 | CN¥821.7b | CN¥354.7b | CN¥55.2b | 15.6x | 14.9x | 2.3x |
| Sat, 14 Sep 2024 | CN¥742.4b | CN¥355.7b | CN¥55.1b | 14.3x | 13.5x | 2.1x |
| Mon, 12 Aug 2024 | CN¥790.7b | CN¥350.8b | CN¥54.1b | 14.6x | 14.6x | 2.3x |
| Wed, 10 Jul 2024 | CN¥796.0b | CN¥350.8b | CN¥54.1b | 14.6x | 14.7x | 2.3x |
| Fri, 07 Jun 2024 | CN¥775.5b | CN¥350.8b | CN¥54.1b | 14.4x | 14.3x | 2.2x |
| Sun, 05 May 2024 | CN¥787.7b | CN¥350.8b | CN¥54.2b | 14.6x | 14.5x | 2.2x |
| Tue, 02 Apr 2024 | CN¥769.4b | CN¥344.6b | CN¥48.7b | 14.4x | 15.8x | 2.2x |
| Thu, 29 Feb 2024 | CN¥738.4b | CN¥334.9b | CN¥46.1b | 15.5x | 16x | 2.2x |
| Sat, 27 Jan 2024 | CN¥746.1b | CN¥335.0b | CN¥46.0b | 15.6x | 16.2x | 2.2x |
| Mon, 25 Dec 2023 | CN¥721.1b | CN¥333.3b | CN¥47.0b | 15.6x | 15.3x | 2.2x |
| Wed, 22 Nov 2023 | CN¥721.9b | CN¥338.8b | CN¥46.9b | 16x | 15.4x | 2.1x |
| Fri, 20 Oct 2023 | CN¥698.3b | CN¥334.5b | CN¥43.5b | 18.3x | 16.1x | 2.1x |
| Sun, 17 Sep 2023 | CN¥741.8b | CN¥334.9b | CN¥43.5b | 19.2x | 17x | 2.2x |
| Tue, 15 Aug 2023 | CN¥757.7b | CN¥334.5b | CN¥42.4b | 18.2x | 17.9x | 2.3x |
| Thu, 13 Jul 2023 | CN¥754.2b | CN¥336.1b | CN¥41.8b | 18.3x | 18x | 2.2x |
| Sat, 10 Jun 2023 | CN¥775.0b | CN¥333.1b | CN¥41.9b | 18.5x | 18.5x | 2.3x |
| Mon, 08 May 2023 | CN¥827.4b | CN¥332.7b | CN¥43.0b | 18.2x | 19.3x | 2.5x |
| Wed, 05 Apr 2023 | CN¥782.9b | CN¥269.3b | CN¥41.8b | 16.8x | 18.7x | 2.9x |
| Fri, 03 Mar 2023 | CN¥772.0b | CN¥275.8b | CN¥43.5b | 18.6x | 17.7x | 2.8x |
| Sun, 29 Jan 2023 | CN¥763.3b | CN¥276.6b | CN¥43.9b | 19x | 17.4x | 2.8x |
| Tue, 27 Dec 2022 | CN¥739.4b | CN¥275.6b | CN¥45.2b | 18.5x | 16.3x | 2.7x |
| Thu, 24 Nov 2022 | CN¥724.3b | CN¥263.0b | CN¥44.2b | 16x | 16.4x | 2.8x |
| Sat, 22 Oct 2022 | CN¥735.4b | CN¥265.0b | CN¥43.7b | 15.9x | 16.8x | 2.8x |
| Mon, 19 Sep 2022 | CN¥710.5b | CN¥266.2b | CN¥43.9b | 15.7x | 16.2x | 2.7x |
| Wed, 17 Aug 2022 | CN¥688.8b | CN¥284.1b | CN¥47.7b | 13.4x | 14.4x | 2.4x |
| Fri, 15 Jul 2022 | CN¥696.9b | CN¥282.8b | CN¥47.9b | 14x | 14.5x | 2.5x |
| Sun, 12 Jun 2022 | CN¥702.9b | CN¥282.8b | CN¥47.0b | 14.4x | 15x | 2.5x |
| Tue, 10 May 2022 | CN¥668.4b | CN¥283.1b | CN¥48.1b | 13.3x | 13.9x | 2.4x |
| Thu, 07 Apr 2022 | CN¥721.1b | CN¥279.4b | CN¥46.3b | 13.8x | 15.6x | 2.6x |
| Sat, 05 Mar 2022 | CN¥737.5b | CN¥274.0b | CN¥46.2b | 15.1x | 16x | 2.7x |
| Mon, 31 Jan 2022 | CN¥684.0b | CN¥273.6b | CN¥46.1b | 13.9x | 14.8x | 2.5x |
Price to Earnings Ratio
14.8x
Current Industry PE
- Investors are relatively neutral on the Chinese Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 15.9x.
- The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 4.3% per year over the last three years.
- Revenues for these companies have grown 9.0% 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 Industrials industry?
| CN Market | 0.25% | |
| Industrials | 0.40% | |
| Infrastructure | -0.40% | |
| Airport Services | 0.82% | |
| Marine Ports and Services | -0.065% | |
| Highways and Railtracks | -1.40% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 27.7%, which is lower than the prior year's growth of 139.0% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.0x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 28% over the next 5 years.
- However this is lower than its past earnings growth rate of 139% per year.
- In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 3.3% 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 | |
|---|---|---|---|---|---|
| 001872 China Merchants Port Group | CN¥20.67 | 2.6% +CN¥1.3b | 21.7% | PE12.4x | |
| 600350 Shandong Hi-speed | CN¥9.83 | 1.7% +CN¥776.3m | 29.9% | PE15.2x | |
| 600018 Shanghai International Port (Group) | CN¥5.76 | 0.5% +CN¥698.4m | 4.0% | PE9.8x | |
| 600009 Shanghai International Airport | CN¥33.34 | 0.4% +CN¥348.4m | -2.9% | PE50.6x | |
| 600004 Guangzhou Baiyun International Airport | CN¥9.37 | 1.4% +CN¥307.7m | -3.8% | PE26.5x |
