Returns On Capital At YTO Express GroupLtd (SHSE:600233) Have Hit The Brakes
Jun 11
Chinese (SSE) Logistics Industry Analysis
UpdatedJun 14, 2024
DataAggregated Company Financials
Companies29
- 7D-2.4%
- 3M0.5%
- 1Y-14.5%
- YTD2.5%
Over the last 7 days, the Logistics industry has dropped 2.4%, driven by a pullback from S.F. Holding of 2.2%. On the other hand Shenzhen Easttop Supply Chain Management is actually up 17%. However, the industry is down 15% over the past year. Earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Fri, 14 Jun 2024 | CN¥441.2b | CN¥1.0t | CN¥23.5b | 20.2x | 18.8x | 0.4x |
| Sun, 12 May 2024 | CN¥462.9b | CN¥1.0t | CN¥23.5b | 21.5x | 19.7x | 0.4x |
| Tue, 09 Apr 2024 | CN¥429.3b | CN¥1.1t | CN¥22.7b | 20.5x | 18.9x | 0.4x |
| Thu, 07 Mar 2024 | CN¥418.5b | CN¥1.1t | CN¥22.4b | 20x | 18.7x | 0.4x |
| Sat, 03 Feb 2024 | CN¥376.6b | CN¥1.1t | CN¥22.4b | 18.8x | 16.8x | 0.3x |
| Mon, 01 Jan 2024 | CN¥436.2b | CN¥1.1t | CN¥22.4b | 21.2x | 19.5x | 0.4x |
| Wed, 29 Nov 2023 | CN¥451.8b | CN¥1.1t | CN¥22.4b | 21.7x | 20.1x | 0.4x |
| Fri, 27 Oct 2023 | CN¥444.0b | CN¥1.1t | CN¥23.2b | 19.6x | 19.1x | 0.4x |
| Sun, 24 Sep 2023 | CN¥459.3b | CN¥1.1t | CN¥23.1b | 20x | 19.9x | 0.4x |
| Tue, 22 Aug 2023 | CN¥501.4b | CN¥1.2t | CN¥22.8b | 21.5x | 22x | 0.4x |
| Thu, 20 Jul 2023 | CN¥500.6b | CN¥1.2t | CN¥23.0b | 22.6x | 21.7x | 0.4x |
| Sat, 17 Jun 2023 | CN¥513.6b | CN¥1.2t | CN¥23.0b | 21.2x | 22.3x | 0.4x |
| Mon, 15 May 2023 | CN¥532.0b | CN¥1.2t | CN¥23.1b | 21x | 23x | 0.5x |
| Wed, 12 Apr 2023 | CN¥590.3b | CN¥1.2t | CN¥23.5b | 20.7x | 25.1x | 0.5x |
| Fri, 10 Mar 2023 | CN¥575.0b | CN¥1.2t | CN¥24.1b | 22.4x | 23.8x | 0.5x |
| Sun, 05 Feb 2023 | CN¥618.0b | CN¥1.2t | CN¥24.2b | 22x | 25.6x | 0.5x |
| Tue, 03 Jan 2023 | CN¥605.8b | CN¥1.2t | CN¥24.2b | 20.9x | 25.1x | 0.5x |
| Thu, 01 Dec 2022 | CN¥578.2b | CN¥1.2t | CN¥24.2b | 19x | 23.9x | 0.5x |
| Sat, 29 Oct 2022 | CN¥562.6b | CN¥1.1t | CN¥23.6b | 20.9x | 23.9x | 0.5x |
| Mon, 26 Sep 2022 | CN¥559.3b | CN¥1.1t | CN¥22.3b | 21.8x | 25x | 0.5x |
| Wed, 24 Aug 2022 | CN¥589.1b | CN¥1.1t | CN¥22.8b | 22.2x | 25.8x | 0.5x |
| Fri, 22 Jul 2022 | CN¥602.3b | CN¥1.1t | CN¥22.7b | 22.4x | 26.6x | 0.6x |
| Sun, 19 Jun 2022 | CN¥593.3b | CN¥1.1t | CN¥22.1b | 21.8x | 26.9x | 0.6x |
| Tue, 17 May 2022 | CN¥568.1b | CN¥1.1t | CN¥22.0b | 20.7x | 25.8x | 0.5x |
| Thu, 14 Apr 2022 | CN¥598.3b | CN¥992.2b | CN¥26.8b | 26.4x | 22.3x | 0.6x |
| Sat, 12 Mar 2022 | CN¥597.9b | CN¥957.3b | CN¥26.6b | 22.4x | 22.5x | 0.6x |
| Mon, 07 Feb 2022 | CN¥642.6b | CN¥923.4b | CN¥25.0b | 22.1x | 25.7x | 0.7x |
| Wed, 05 Jan 2022 | CN¥707.4b | CN¥923.4b | CN¥25.0b | 24.2x | 28.3x | 0.8x |
| Fri, 03 Dec 2021 | CN¥629.2b | CN¥923.3b | CN¥25.0b | 22.5x | 25.2x | 0.7x |
| Sun, 31 Oct 2021 | CN¥596.4b | CN¥905.9b | CN¥25.0b | 22.7x | 23.8x | 0.7x |
| Tue, 28 Sep 2021 | CN¥620.9b | CN¥867.8b | CN¥24.2b | 24x | 25.6x | 0.7x |
| Thu, 26 Aug 2021 | CN¥550.5b | CN¥868.2b | CN¥24.2b | 24.7x | 22.7x | 0.6x |
| Fri, 02 Jul 2021 | CN¥584.2b | CN¥868.2b | CN¥24.2b | 21.9x | 24.1x | 0.7x |
Price to Earnings Ratio
24.1x
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 18.8x which is lower than its 3-year average PE of 23.0x.
- The industry is trading close to its 3-year average PS ratio of 0.52x.
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 6.5% 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 | -0.066% | |
| Industrials | -0.12% | |
| Logistics | -2.36% | |
| Air Freight and Logistics | -2.36% | |
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 | |
|---|---|---|---|---|---|
| 2889 Shenzhen Easttop Supply Chain Management | CN¥18.50 | 17.9% +CN¥754.3m | 23.0% | PE31.8x | |
| 600119 Y.U.D.Yangtze River Investment IndustryLtd | CN¥6.72 | 13.1% +CN¥284.9m | 9.3% | PE260.8x | |
| 600057 Xiamen Xiangyu | CN¥7.71 | 1.0% +CN¥181.7m | -15.1% | PE12.2x | |
| 300013 Henan Xinning Modern LogisticsLtd | CN¥1.84 | 18.7% +CN¥129.5m | -54.7% | PS1.9x | |
| 603117 Jiangsu Wanlin Modern Logistics | CN¥3.17 | 5.3% +CN¥101.3m | -16.1% | PS6x |
