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Chinese (SSE) Logistics Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies30
- 7D2.2%
- 3M-6.4%
- 1Y14.1%
- YTD-2.6%
Over the last 7 days, the Logistics industry has remained flat, although notably Air China Cargo declined by 10%. The past year has been better, since the industry has gained 9.5% in that time. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | CN¥550.2b | CN¥1.0t | CN¥25.9b | 18.5x | 21.2x | 0.5x |
| Thu, 19 Dec 2024 | CN¥470.2b | CN¥1.0t | CN¥25.9b | 18.7x | 18.2x | 0.4x |
| Sat, 16 Nov 2024 | CN¥492.0b | CN¥1.0t | CN¥25.9b | 17.9x | 19x | 0.5x |
| Mon, 14 Oct 2024 | CN¥474.1b | CN¥1.1t | CN¥24.8b | 18.2x | 19.1x | 0.4x |
| Wed, 11 Sep 2024 | CN¥411.0b | CN¥1.1t | CN¥24.8b | 15.8x | 16.6x | 0.4x |
| Fri, 09 Aug 2024 | CN¥408.7b | CN¥1.1t | CN¥23.6b | 17.2x | 17.3x | 0.4x |
| Sun, 07 Jul 2024 | CN¥409.2b | CN¥1.0t | CN¥23.5b | 17.7x | 17.4x | 0.4x |
| Tue, 04 Jun 2024 | CN¥456.5b | CN¥1.0t | CN¥23.5b | 19.9x | 19.4x | 0.4x |
| Thu, 02 May 2024 | CN¥446.7b | CN¥1.0t | CN¥23.5b | 20.8x | 19x | 0.4x |
| Sat, 30 Mar 2024 | CN¥435.1b | CN¥1.1t | CN¥22.6b | 20.8x | 19.2x | 0.4x |
| Mon, 26 Feb 2024 | CN¥431.6b | CN¥1.1t | CN¥22.4b | 19.2x | 19.3x | 0.4x |
| Wed, 24 Jan 2024 | CN¥406.7b | CN¥1.1t | CN¥22.4b | 19.8x | 18.1x | 0.4x |
| Fri, 22 Dec 2023 | CN¥432.4b | CN¥1.1t | CN¥22.4b | 21.8x | 19.3x | 0.4x |
| Sun, 19 Nov 2023 | CN¥449.8b | CN¥1.1t | CN¥22.4b | 21.3x | 20.1x | 0.4x |
| Tue, 17 Oct 2023 | CN¥462.1b | CN¥1.1t | CN¥23.3b | 20.4x | 19.8x | 0.4x |
| Thu, 14 Sep 2023 | CN¥469.7b | CN¥1.1t | CN¥23.1b | 20.2x | 20.3x | 0.4x |
| Sat, 12 Aug 2023 | CN¥508.8b | CN¥1.2t | CN¥22.9b | 21.4x | 22.2x | 0.4x |
| Mon, 10 Jul 2023 | CN¥485.4b | CN¥1.2t | CN¥23.0b | 21.7x | 21.1x | 0.4x |
| Wed, 07 Jun 2023 | CN¥502.9b | CN¥1.2t | CN¥23.0b | 20.5x | 21.9x | 0.4x |
| Fri, 05 May 2023 | CN¥564.6b | CN¥1.2t | CN¥23.2b | 20.5x | 24.3x | 0.5x |
| Sun, 02 Apr 2023 | CN¥580.9b | CN¥1.2t | CN¥23.6b | 21.2x | 24.7x | 0.5x |
| Tue, 28 Feb 2023 | CN¥580.0b | CN¥1.2t | CN¥24.1b | 21.3x | 24x | 0.5x |
| Thu, 26 Jan 2023 | CN¥625.1b | CN¥1.2t | CN¥24.2b | 20.6x | 25.9x | 0.5x |
| Sat, 24 Dec 2022 | CN¥608.0b | CN¥1.2t | CN¥24.2b | 20.4x | 25.2x | 0.5x |
| Mon, 21 Nov 2022 | CN¥571.6b | CN¥1.2t | CN¥24.2b | 19.7x | 23.6x | 0.5x |
| Wed, 19 Oct 2022 | CN¥592.6b | CN¥1.1t | CN¥23.2b | 22.7x | 25.5x | 0.5x |
| Fri, 16 Sep 2022 | CN¥595.8b | CN¥1.1t | CN¥22.6b | 23.1x | 26.4x | 0.5x |
| Sun, 14 Aug 2022 | CN¥576.9b | CN¥1.1t | CN¥22.8b | 22.2x | 25.3x | 0.5x |
| Tue, 12 Jul 2022 | CN¥588.1b | CN¥1.1t | CN¥22.7b | 21.7x | 25.9x | 0.5x |
| Thu, 09 Jun 2022 | CN¥609.5b | CN¥1.1t | CN¥22.1b | 22.4x | 27.6x | 0.6x |
| Sat, 07 May 2022 | CN¥561.7b | CN¥1.1t | CN¥22.1b | 19.8x | 25.5x | 0.5x |
| Mon, 04 Apr 2022 | CN¥568.9b | CN¥994.8b | CN¥27.4b | 22.4x | 20.8x | 0.6x |
| Wed, 02 Mar 2022 | CN¥620.7b | CN¥926.5b | CN¥25.8b | 24.1x | 24.1x | 0.7x |
| Fri, 28 Jan 2022 | CN¥640.9b | CN¥923.4b | CN¥25.0b | 21.7x | 25.6x | 0.7x |
Price to Earnings Ratio
25.6x
Current Industry PE
- Investors are relatively neutral on the Chinese Logistics 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 21.8x.
- The industry is trading close to its 3-year average PS ratio of 0.47x.
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 | 4.24% | |
| Industrials | 4.92% | |
| Logistics | 2.19% | |
| Air Freight and Logistics | 2.19% | |
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 | |
|---|---|---|---|---|---|
| 601156 Eastern Air Logistics | CN¥17.32 | 7.8% +CN¥2.0b | 3.8% | PE9.5x | |
| 002245 Jiangsu Azure | CN¥11.99 | 3.8% +CN¥506.9m | 57.1% | PE43.2x | |
| 000099 CITIC Offshore Helicopter | CN¥24.43 | 2.3% +CN¥418.9m | 200.9% | PE79.1x | |
| 603713 Milkyway Chemical Supply Chain ServiceLtd | CN¥51.17 | 3.3% +CN¥265.1m | 12.9% | PE15.9x | |
| 603128 CTS International Logistics | CN¥6.14 | 2.5% +CN¥196.4m | -12.5% | PE15.3x |
