Is Xiamen Xiangyu (SHSE:600057) A Risky Investment?
Apr 24
Chinese (SSE) Logistics Industry Analysis
UpdatedApr 24, 2024
DataAggregated Company Financials
Companies29
- 7D3.1%
- 3M3.9%
- 1Y-23.0%
- YTD0.1%
Over the last 7 days, the Logistics industry has remained flat, although notably S.F. Holding gained 3.6%. As for the longer term, the industry has declined 24% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 24 Apr 2024 | CN¥432.1b | CN¥1.1t | CN¥22.9b | 19.8x | 18.9x | 0.4x |
| Fri, 22 Mar 2024 | CN¥446.4b | CN¥1.1t | CN¥22.4b | 21.3x | 20x | 0.4x |
| Sun, 18 Feb 2024 | CN¥406.6b | CN¥1.1t | CN¥22.4b | 18.3x | 18.1x | 0.4x |
| Tue, 16 Jan 2024 | CN¥425.6b | CN¥1.1t | CN¥22.4b | 21.2x | 19x | 0.4x |
| Thu, 14 Dec 2023 | CN¥441.3b | CN¥1.1t | CN¥22.4b | 21.8x | 19.7x | 0.4x |
| Sat, 11 Nov 2023 | CN¥446.9b | CN¥1.1t | CN¥22.4b | 21.1x | 19.9x | 0.4x |
| Mon, 09 Oct 2023 | CN¥473.0b | CN¥1.1t | CN¥23.1b | 20.2x | 20.4x | 0.4x |
| Wed, 06 Sep 2023 | CN¥486.8b | CN¥1.1t | CN¥23.1b | 20.5x | 21x | 0.4x |
| Fri, 04 Aug 2023 | CN¥526.5b | CN¥1.2t | CN¥22.9b | 21.9x | 23x | 0.4x |
| Sun, 02 Jul 2023 | CN¥484.8b | CN¥1.2t | CN¥23.0b | 21.9x | 21x | 0.4x |
| Tue, 30 May 2023 | CN¥511.7b | CN¥1.2t | CN¥23.0b | 20.8x | 22.3x | 0.4x |
| Thu, 27 Apr 2023 | CN¥561.6b | CN¥1.1t | CN¥22.5b | 20.6x | 24.9x | 0.5x |
| Sat, 25 Mar 2023 | CN¥570.3b | CN¥1.2t | CN¥24.3b | 21.4x | 23.4x | 0.5x |
| Mon, 20 Feb 2023 | CN¥577.8b | CN¥1.2t | CN¥24.1b | 21x | 23.9x | 0.5x |
| Wed, 18 Jan 2023 | CN¥620.4b | CN¥1.2t | CN¥24.2b | 20.2x | 25.7x | 0.5x |
| Fri, 16 Dec 2022 | CN¥624.8b | CN¥1.2t | CN¥24.2b | 21.4x | 25.8x | 0.5x |
| Sun, 13 Nov 2022 | CN¥573.7b | CN¥1.2t | CN¥24.2b | 20.4x | 23.7x | 0.5x |
| Tue, 11 Oct 2022 | CN¥536.3b | CN¥1.1t | CN¥22.3b | 20.3x | 24x | 0.5x |
| Thu, 08 Sep 2022 | CN¥568.5b | CN¥1.1t | CN¥22.6b | 23.6x | 25.2x | 0.5x |
| Sat, 06 Aug 2022 | CN¥565.1b | CN¥1.1t | CN¥22.7b | 22x | 24.8x | 0.5x |
| Mon, 04 Jul 2022 | CN¥615.0b | CN¥1.1t | CN¥22.1b | 22.5x | 27.9x | 0.6x |
| Wed, 01 Jun 2022 | CN¥603.8b | CN¥1.1t | CN¥22.1b | 23.5x | 27.4x | 0.6x |
| Fri, 29 Apr 2022 | CN¥529.9b | CN¥1.0t | CN¥28.0b | 18.6x | 18.9x | 0.5x |
| Sun, 27 Mar 2022 | CN¥544.1b | CN¥959.4b | CN¥26.7b | 20.9x | 20.4x | 0.6x |
| Tue, 22 Feb 2022 | CN¥638.3b | CN¥926.5b | CN¥25.8b | 22.6x | 24.8x | 0.7x |
| Thu, 20 Jan 2022 | CN¥672.4b | CN¥923.4b | CN¥25.0b | 23.5x | 26.9x | 0.7x |
| Sat, 18 Dec 2021 | CN¥662.0b | CN¥923.4b | CN¥25.0b | 23.3x | 26.5x | 0.7x |
| Mon, 15 Nov 2021 | CN¥593.6b | CN¥922.5b | CN¥24.9b | 22.1x | 23.8x | 0.6x |
| Wed, 13 Oct 2021 | CN¥603.7b | CN¥867.8b | CN¥24.2b | 23.4x | 24.9x | 0.7x |
| Fri, 10 Sep 2021 | CN¥591.2b | CN¥867.8b | CN¥24.2b | 26.4x | 24.4x | 0.7x |
| Sun, 08 Aug 2021 | CN¥532.0b | CN¥868.2b | CN¥24.2b | 21.4x | 22x | 0.6x |
| Sat, 01 May 2021 | CN¥534.9b | CN¥786.2b | CN¥22.3b | 25.6x | 24x | 0.7x |
Price to Earnings Ratio
24x
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 18.9x which is lower than its 3-year average PE of 23.3x.
- The industry is trading close to its 3-year average PS ratio of 0.53x.
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 12% 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 | 1.63% | |
| Industrials | 1.84% | |
| Logistics | 3.12% | |
| Air Freight and Logistics | 3.12% | |
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 | |
|---|---|---|---|---|---|
| 99 CITIC Offshore Helicopter | CN¥21.98 | 19.5% +CN¥2.8b | 198.2% | PE71.3x | |
| 2352 S.F. Holding | CN¥35.09 | 0.7% +CN¥1.2b | -36.3% | PE20.6x | |
| 2120 YUNDA Holding | CN¥7.39 | 5.7% +CN¥1.2b | -38.2% | PE11.3x | |
| 601156 Eastern Air Logistics | CN¥18.18 | 3.9% +CN¥1.1b | 28.5% | PE11.6x | |
| 603056 DEPPON LOGISTICS | CN¥16.81 | 3.1% +CN¥509.9m | 1.0% | PE23x |
