Chinese (SSE) Transportation Industry Analysis
- 7D-1.3%
- 3M0.4%
- 1Y-14.6%
- YTD-12.3%
Over the last 7 days, the Transportation industry has dropped 1.3%, driven by a pullback from Beijing-Shanghai High-Speed RailwayLtd of 1.7%. However, the industry is down 15% over the past year.
Industry Valuation and Performance
Has the Chinese Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 29 Nov 2021 | CN¥415.2b | CN¥161.6b | CN¥18.9b | 32.1x |
| Wed, 27 Oct 2021 | CN¥434.7b | CN¥164.5b | CN¥19.3b | 30x |
| Fri, 24 Sep 2021 | CN¥451.7b | CN¥164.7b | CN¥19.4b | 28.2x |
| Sun, 22 Aug 2021 | CN¥385.3b | CN¥155.1b | CN¥19.1b | 20.7x |
| Fri, 09 Jul 2021 | CN¥439.6b | CN¥155.1b | CN¥19.1b | 21.5x |
| Thu, 01 Apr 2021 | CN¥469.1b | CN¥150.6b | CN¥15.9b | 21.2x |
| Sun, 03 Jan 2021 | CN¥454.2b | CN¥144.8b | CN¥14.3b | 28x |
| Wed, 07 Oct 2020 | CN¥466.8b | CN¥153.3b | CN¥16.5b | 37.9x |
| Tue, 30 Jun 2020 | CN¥488.9b | CN¥155.9b | CN¥19.5b | 48.8x |
| Fri, 03 Apr 2020 | CN¥473.7b | CN¥160.6b | CN¥23.2b | 27.2x |
| Mon, 06 Jan 2020 | CN¥200.5b | CN¥134.3b | CN¥17.0b | 25.1x |
| Thu, 10 Oct 2019 | CN¥189.4b | CN¥134.1b | CN¥18.0b | 22.2x |
| Wed, 03 Jul 2019 | CN¥204.6b | CN¥135.3b | CN¥18.2b | 26.7x |
| Sat, 06 Apr 2019 | CN¥219.7b | CN¥134.8b | CN¥18.5b | 27.2x |
| Tue, 08 Jan 2019 | CN¥199.2b | CN¥132.7b | CN¥18.2b | 21.5x |
21.3x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 28.1x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Transportation industry have remained mostly flat over the last three years, while revenues for these companies have grown 8.8% 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 Transportation industry?
| Railroads | -1.15% | |
| Trucking | -1.79% | |
Industry PE: Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio of 27.2x. It looks like they are confident that earnings will grow faster in the future than they have historically. Meanwhile, investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 33.3x.
Forecasted Growth: Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 28% over the next 5 years. This is better than it's past earnings growth rate of 2.3% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| 600611 Dazhong Transportation (Group) | 1.8%+CN¥136.6m | -7.6% | PE16.6x | |
| 600650 Shanghai Jin Jiang Online Network Service | 1.1%+CN¥55.2m | 0% | PE18x | |
| 2627 Hubei Three Gorges Tourism Group | 0.2%+CN¥7.4m | 3.9% | PE36.7x | |
| 603032 Delixi Xinjiang TransportationLtd | 0.04%+CN¥5.0m | 343.5% | PE201.6x |