China Merchants Port Group (SZSE:001872) Might Have The Makings Of A Multi-Bagger
Jul 22
Chinese (SSE) Marine Ports and Services Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies17
- 7D1.9%
- 3M4.5%
- 1Y6.4%
- YTDn/a
In the last week, the Marine Ports and Services industry is up 1.9%, with TangShan Port GroupLtd leading the way, up 6.6%. This takes the industry's 12 month performance to a gain of 6.4%. Looking forward, earnings are forecast to grow by 3.1% annually.
Industry Valuation and Performance
Has the Chinese Marine Ports and Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | CN¥399.6b | CN¥198.0b | CN¥30.7b | 14.8x | 13x | 2x |
| Sun, 23 Jun 2024 | CN¥377.4b | CN¥198.0b | CN¥30.7b | 14.7x | 12.3x | 1.9x |
| Tue, 21 May 2024 | CN¥391.1b | CN¥198.0b | CN¥30.7b | 16.2x | 12.7x | 2x |
| Thu, 18 Apr 2024 | CN¥389.9b | CN¥194.2b | CN¥30.1b | 14.2x | 13x | 2x |
| Sat, 16 Mar 2024 | CN¥360.9b | CN¥186.0b | CN¥29.0b | 16.8x | 12.5x | 1.9x |
| Mon, 12 Feb 2024 | CN¥359.0b | CN¥185.6b | CN¥28.9b | 15.4x | 12.4x | 1.9x |
| Wed, 10 Jan 2024 | CN¥357.3b | CN¥182.5b | CN¥29.6b | 19.5x | 12.1x | 2x |
| Fri, 08 Dec 2023 | CN¥361.4b | CN¥189.5b | CN¥29.9b | 21.4x | 12.1x | 1.9x |
| Sun, 05 Nov 2023 | CN¥351.9b | CN¥183.6b | CN¥29.9b | 19.2x | 11.8x | 1.9x |
| Tue, 03 Oct 2023 | CN¥364.0b | CN¥186.4b | CN¥29.3b | 19.3x | 12.4x | 2x |
| Thu, 31 Aug 2023 | CN¥358.3b | CN¥182.6b | CN¥29.3b | 18.8x | 12.2x | 2x |
| Sat, 29 Jul 2023 | CN¥380.6b | CN¥187.9b | CN¥31.0b | 19.2x | 12.3x | 2x |
| Mon, 26 Jun 2023 | CN¥359.9b | CN¥184.7b | CN¥31.0b | 17.4x | 11.6x | 1.9x |
| Wed, 24 May 2023 | CN¥372.6b | CN¥185.0b | CN¥31.0b | 18.5x | 12x | 2x |
| Fri, 21 Apr 2023 | CN¥394.9b | CN¥190.4b | CN¥32.4b | 19.4x | 12.2x | 2.1x |
| Sun, 19 Mar 2023 | CN¥381.0b | CN¥189.3b | CN¥32.4b | 23.4x | 11.7x | 2x |
| Tue, 14 Feb 2023 | CN¥367.7b | CN¥189.4b | CN¥32.5b | 23.3x | 11.3x | 1.9x |
| Thu, 12 Jan 2023 | CN¥354.0b | CN¥189.3b | CN¥33.8b | 21.6x | 10.5x | 1.9x |
| Sat, 10 Dec 2022 | CN¥371.8b | CN¥176.5b | CN¥32.7b | 19.7x | 11.4x | 2.1x |
| Mon, 07 Nov 2022 | CN¥351.6b | CN¥176.2b | CN¥32.6b | 18.4x | 10.8x | 2x |
| Wed, 05 Oct 2022 | CN¥350.9b | CN¥176.8b | CN¥31.3b | 18x | 11.2x | 2x |
| Fri, 02 Sep 2022 | CN¥342.6b | CN¥193.1b | CN¥32.6b | 18x | 10.5x | 1.8x |
| Sun, 31 Jul 2022 | CN¥350.5b | CN¥192.1b | CN¥32.9b | 19x | 10.7x | 1.8x |
| Tue, 28 Jun 2022 | CN¥358.9b | CN¥192.3b | CN¥32.9b | 18.9x | 10.9x | 1.9x |
| Thu, 26 May 2022 | CN¥369.6b | CN¥192.4b | CN¥32.9b | 19.2x | 11.2x | 1.9x |
| Sat, 23 Apr 2022 | CN¥362.1b | CN¥189.8b | CN¥30.2b | 18.2x | 12x | 1.9x |
| Mon, 21 Mar 2022 | CN¥349.3b | CN¥188.7b | CN¥30.2b | 19.1x | 11.6x | 1.9x |
| Wed, 16 Feb 2022 | CN¥360.0b | CN¥187.1b | CN¥30.1b | 18.1x | 12x | 1.9x |
| Fri, 14 Jan 2022 | CN¥366.8b | CN¥187.1b | CN¥29.2b | 18.6x | 12.6x | 2x |
| Sun, 12 Dec 2021 | CN¥356.8b | CN¥187.0b | CN¥29.2b | 16.8x | 12.2x | 1.9x |
| Tue, 09 Nov 2021 | CN¥316.0b | CN¥186.9b | CN¥29.2b | 15.7x | 10.8x | 1.7x |
| Thu, 07 Oct 2021 | CN¥361.3b | CN¥178.0b | CN¥28.1b | 17.3x | 12.9x | 2x |
| Sat, 04 Sep 2021 | CN¥351.6b | CN¥177.9b | CN¥28.1b | 20.2x | 12.5x | 2x |
| Mon, 02 Aug 2021 | CN¥319.0b | CN¥177.9b | CN¥28.1b | 17.7x | 11.4x | 1.8x |
Price to Earnings Ratio
11.4x
Current Industry PE
- Investors are optimistic on the Chinese Marine Ports and Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.0x which is higher than its 3-year average PE of 11.8x.
- The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Marine Ports and Services industry have grown 3.0% per year over the last three years.
- Revenues for these companies have grown 3.6% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Chinese Marine Ports and Services compare with similar industries?
| CN Market | -3.39% | |
| Industrials | -1.25% | |
| Infrastructure | 0.96% | |
| Marine Ports and Services | 1.91% | |
| Highways and Railtracks | 0.15% | |
| Airport Services | -0.21% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 601000 TangShan Port GroupLtd | CN¥5.19 | 6.6% +CN¥1.9b | 39.5% | PE15.8x | |
| 001872 China Merchants Port Group | CN¥20.87 | 3.6% +CN¥1.8b | 16.5% | PE13.9x | |
| 601018 Ningbo Zhoushan Port | CN¥3.55 | 1.4% +CN¥972.7m | 0.6% | PE14.4x | |
| 600018 Shanghai International Port (Group) | CN¥6.14 | 0.7% +CN¥931.4m | 13.9% | PE10.7x | |
| 600190 Jinzhou Port | CN¥1.52 | 7.0% +CN¥200.2m | -53.4% | PE38.8x |
