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Chinese (SSE) Logistics Industry Analysis

UpdatedDec 21, 2024

DataAggregated Company Financials

Companies29

7D-2.7%
3M12.7%
1Y10.6%
YTD10.1%

Over the last 7 days, the Logistics industry has dropped 2.7%, driven by a pullback from S.F. Holding of 3.1%. Over the past 12 months, the industry was up 11%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 21 Dec 2024	CN¥472.4b	CN¥1.0t	CN¥25.9b	18.4x	18.2x	0.5x
Mon, 18 Nov 2024	CN¥492.0b	CN¥1.0t	CN¥25.9b	17.9x	19x	0.5x
Wed, 16 Oct 2024	CN¥475.4b	CN¥1.1t	CN¥24.8b	18.7x	19.2x	0.4x
Fri, 13 Sep 2024	CN¥409.9b	CN¥1.1t	CN¥24.8b	15.5x	16.5x	0.4x
Sun, 11 Aug 2024	CN¥404.9b	CN¥1.1t	CN¥23.6b	17x	17.2x	0.4x
Tue, 09 Jul 2024	CN¥403.0b	CN¥1.0t	CN¥23.5b	17.2x	17.1x	0.4x
Thu, 06 Jun 2024	CN¥457.9b	CN¥1.0t	CN¥23.5b	20.1x	19.5x	0.4x
Sat, 04 May 2024	CN¥446.3b	CN¥1.0t	CN¥23.5b	20.8x	19x	0.4x
Mon, 01 Apr 2024	CN¥435.1b	CN¥1.1t	CN¥22.6b	20.8x	19.2x	0.4x
Wed, 28 Feb 2024	CN¥430.8b	CN¥1.1t	CN¥22.4b	20.7x	19.2x	0.4x
Fri, 26 Jan 2024	CN¥425.4b	CN¥1.1t	CN¥22.4b	21.3x	19x	0.4x
Sun, 24 Dec 2023	CN¥429.8b	CN¥1.1t	CN¥22.4b	21.8x	19.2x	0.4x
Tue, 21 Nov 2023	CN¥453.2b	CN¥1.1t	CN¥22.4b	21.5x	20.2x	0.4x
Thu, 19 Oct 2023	CN¥456.2b	CN¥1.1t	CN¥23.3b	20.5x	19.6x	0.4x
Sat, 16 Sep 2023	CN¥466.2b	CN¥1.1t	CN¥23.1b	20x	20.2x	0.4x
Mon, 14 Aug 2023	CN¥508.8b	CN¥1.2t	CN¥22.9b	21.4x	22.2x	0.4x
Wed, 12 Jul 2023	CN¥499.9b	CN¥1.2t	CN¥23.0b	22.3x	21.7x	0.4x
Fri, 09 Jun 2023	CN¥505.4b	CN¥1.2t	CN¥23.0b	21.1x	22x	0.4x
Sun, 07 May 2023	CN¥557.8b	CN¥1.2t	CN¥23.3b	20.4x	24x	0.5x
Tue, 04 Apr 2023	CN¥576.0b	CN¥1.2t	CN¥23.6b	21.3x	24.4x	0.5x
Thu, 02 Mar 2023	CN¥584.2b	CN¥1.2t	CN¥24.1b	21.7x	24.2x	0.5x
Sat, 28 Jan 2023	CN¥625.1b	CN¥1.2t	CN¥24.2b	20.6x	25.9x	0.5x
Mon, 26 Dec 2022	CN¥608.0b	CN¥1.2t	CN¥24.2b	20.4x	25.2x	0.5x
Wed, 23 Nov 2022	CN¥567.6b	CN¥1.2t	CN¥24.2b	19.7x	23.4x	0.5x
Fri, 21 Oct 2022	CN¥588.1b	CN¥1.1t	CN¥23.2b	22.3x	25.3x	0.5x
Sun, 18 Sep 2022	CN¥578.3b	CN¥1.1t	CN¥22.3b	22.4x	25.9x	0.5x
Tue, 16 Aug 2022	CN¥578.9b	CN¥1.1t	CN¥22.8b	22x	25.4x	0.5x
Thu, 14 Jul 2022	CN¥577.8b	CN¥1.1t	CN¥22.7b	20.8x	25.5x	0.5x
Sat, 11 Jun 2022	CN¥607.1b	CN¥1.1t	CN¥22.1b	22.1x	27.5x	0.6x
Mon, 09 May 2022	CN¥561.7b	CN¥1.1t	CN¥22.1b	19.8x	25.5x	0.5x
Wed, 06 Apr 2022	CN¥568.9b	CN¥994.8b	CN¥27.4b	22.4x	20.8x	0.6x
Fri, 04 Mar 2022	CN¥635.3b	CN¥926.7b	CN¥25.8b	23.6x	24.6x	0.7x
Sun, 30 Jan 2022	CN¥642.6b	CN¥923.4b	CN¥25.0b	22.1x	25.7x	0.7x
Tue, 28 Dec 2021	CN¥691.1b	CN¥923.4b	CN¥25.0b	22.9x	27.7x	0.7x

Price to Earnings Ratio

27.7x

Tue, 28 Dec 2021

Current Industry PE

Investors are pessimistic on the Chinese Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 18.2x which is lower than its 3-year average PE of 22.0x.

The industry is trading close to its 3-year average PS ratio of 0.48x.

Past Earnings Growth

The earnings for companies in the Logistics industry have remained mostly flat over the last three years.
Meanwhile revenues for these companies have grown 4.2% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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


CN Market	-1.18%
Industrials	-1.61%
Logistics	-2.69%
Air Freight and Logistics	-2.69%

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
603871 Jiayou International LogisticsLtd	CN¥19.78	3.0% +CN¥565.0m	76.9%	PE14x
603128 CTS International Logistics	CN¥7.19	5.4% +CN¥484.3m	0%	PE17.9x
603648 Shanghai Shine-Link International Logistics	CN¥11.07	6.0% +CN¥228.3m	9.0%	PE27.6x
002468 STO ExpressLtd	CN¥10.06	0.9% +CN¥136.0m	28.2%	PE19.7x
601156 Eastern Air Logistics	CN¥16.86	0.3% +CN¥79.4m	13.2%	PE9.3x

Latest News

002468

CN¥10.06

STO ExpressLtd

0.9%

28.2%

We Think STO ExpressLtd (SZSE:002468) Can Stay On Top Of Its Debt

Dec 20

603128

CN¥7.19

CTS International Logistics

5.4%

CTS International Logistics (SHSE:603128) Has Some Way To Go To Become A Multi-Bagger

Dec 19

000099

CN¥25.91

CITIC Offshore Helicopter

-4.0%

218.7%

CITIC Offshore Helicopter (SZSE:000099) Seems To Use Debt Rather Sparingly

Dec 18

600787

CN¥7.03

CMST DevelopmentLtd

-6.8%

36.8%

CMST Development Co.,Ltd.'s (SHSE:600787) Price Is Right But Growth Is Lacking After Shares Rocket 38%

Dec 08

002352

CN¥40.25

S.F. Holding

-3.1%

1.5%

An Intrinsic Calculation For S.F. Holding Co., Ltd. (SZSE:002352) Suggests It's 22% Undervalued

Dec 03

600233

CN¥14.18

YTO Express GroupLtd

-1.7%

18.8%

YTO Express GroupLtd (SHSE:600233) Ticks All The Boxes When It Comes To Earnings Growth

Dec 02

603056

CN¥14.05

DEPPON LOGISTICS

-3.6%

-0.1%

DEPPON LOGISTICS Co., LTD.'s (SHSE:603056) Prospects Need A Boost To Lift Shares

Nov 22

603871

CN¥19.78

Jiayou International LogisticsLtd

3.0%

76.9%

002120

CN¥7.65

Yunda Holding Group

-3.7%

2.4%

Does YUNDA Holding (SZSE:002120) Have A Healthy Balance Sheet?

Nov 18

603329

CN¥14.32

Shanghai Ace Investment&DevelopmentLtd

0.8%

-7.0%

We Think That There Are Issues Underlying Shanghai Ace Investment&DevelopmentLtd's (SHSE:603329) Earnings

Nov 04

603117

CN¥6.51

Jiangsu Wanlin Modern Logistics

-10.7%

99.1%

000720

CN¥3.42

Shandong Xinneng Taishan Power GenerationLtd

-13.2%

-18.8%

601156

CN¥16.86

Eastern Air Logistics

0.3%

13.2%

Is It Too Late To Consider Buying Eastern Air Logistics Co., Ltd. (SHSE:601156)?

Oct 13

603648

CN¥11.07

Shanghai Shine-Link International Logistics

6.0%

9.0%