Chinese (SSE) Transportation Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies21
- 7D1.4%
- 3M2.0%
- 1Y6.5%
- YTD-2.5%
The Transportation industry is up 1.4% in the last week, with Daqin Railway up 4.9%. During this same period, the Hainan Haiqi Transportation GroupLtd underperformed, falling 5.4%. This means that the industry has gained 6.5% over the past year. Earnings are forecast to grow by 69% annually.
Industry Valuation and Performance
Has the Chinese Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | CN¥442.7b | CN¥154.3b | CN¥13.5b | 40.7x | 32.8x | 2.9x |
| Thu, 27 Oct 2022 | CN¥421.0b | CN¥154.9b | CN¥13.6b | 43.6x | 31x | 2.7x |
| Sat, 24 Sep 2022 | CN¥427.0b | CN¥154.9b | CN¥13.6b | 44.6x | 31.4x | 2.8x |
| Mon, 22 Aug 2022 | CN¥432.0b | CN¥161.7b | CN¥17.1b | 48.9x | 25.2x | 2.7x |
| Wed, 20 Jul 2022 | CN¥447.6b | CN¥174.1b | CN¥17.7b | 46.5x | 25.3x | 2.6x |
| Fri, 17 Jun 2022 | CN¥458.8b | CN¥174.1b | CN¥17.7b | 47.7x | 25.9x | 2.6x |
| Sun, 15 May 2022 | CN¥430.9b | CN¥174.6b | CN¥17.7b | 38.3x | 24.4x | 2.5x |
| Tue, 12 Apr 2022 | CN¥462.5b | CN¥174.0b | CN¥18.3b | 44.3x | 25.3x | 2.7x |
| Thu, 10 Mar 2022 | CN¥460.9b | CN¥171.1b | CN¥18.5b | 31.8x | 25x | 2.7x |
| Sat, 05 Feb 2022 | CN¥451.4b | CN¥161.4b | CN¥18.8b | 32.8x | 24x | 2.8x |
| Mon, 03 Jan 2022 | CN¥446.3b | CN¥161.4b | CN¥18.8b | 33.9x | 23.7x | 2.8x |
| Wed, 01 Dec 2021 | CN¥413.7b | CN¥161.6b | CN¥18.9b | 32.1x | 21.9x | 2.6x |
| Fri, 29 Oct 2021 | CN¥433.3b | CN¥164.5b | CN¥19.3b | 28.7x | 22.4x | 2.6x |
| Sun, 26 Sep 2021 | CN¥446.8b | CN¥164.7b | CN¥19.4b | 28.2x | 23x | 2.7x |
| Tue, 24 Aug 2021 | CN¥390.8b | CN¥155.1b | CN¥19.1b | 21.5x | 20.5x | 2.5x |
| Wed, 30 Jun 2021 | CN¥439.6b | CN¥155.1b | CN¥19.1b | 21.5x | 23x | 2.8x |
| Sat, 03 Apr 2021 | CN¥469.1b | CN¥150.6b | CN¥15.9b | 21.2x | 29.5x | 3.1x |
| Tue, 05 Jan 2021 | CN¥454.2b | CN¥144.8b | CN¥14.3b | 28x | 31.8x | 3.1x |
| Fri, 09 Oct 2020 | CN¥466.8b | CN¥153.3b | CN¥16.5b | 37.9x | 28.3x | 3x |
| Thu, 02 Jul 2020 | CN¥488.9b | CN¥155.9b | CN¥19.5b | 48.8x | 25x | 3.1x |
| Sun, 05 Apr 2020 | CN¥473.7b | CN¥160.6b | CN¥23.2b | 27.2x | 20.4x | 2.9x |
| Wed, 08 Jan 2020 | CN¥200.5b | CN¥134.3b | CN¥17.0b | 25.1x | 11.8x | 1.5x |
Price to Earnings Ratio
10.7x
Current Industry PE
- Investors are optimistic on the Chinese Transportation industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 32.8x which is higher than its 3-year average PE of 24.8x.
- The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 9.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.8% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Chinese Industrials industry?
| CN Market | -1.52% | |
| Industrials | -0.33% | |
| Transportation | 1.40% | |
| Railroads | 1.65% | |
| Trucking | -0.089% | |
Industry PE
- Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio of 68.4x.
- Analysts are expecting annual earnings growth of 70.3%, which is higher than its past year's earnings decline of 52.2% per year.
- Investors are most pessimistic about the Railroads industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 22.8x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 70% over the next 5 years.
- This is better than its past earnings decline of 52% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 69% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 601006 Daqin Railway | CN¥6.76 | 5.1% +CN¥4.9b | 11.0% | PE7.9x | |
| 601816 Beijing-Shanghai High-Speed RailwayLtd | CN¥4.75 | 1.3% +CN¥2.9b | 5.6% | PE375.8x | |
| 1213 China Railway Special Cargo Logistics | CN¥4.61 | 5.7% +CN¥1.1b | -10.8% | PE37.7x | |
| 600125 China Railway Tielong Container Logistics | CN¥5.66 | 7.8% +CN¥535.3m | 19.7% | PE18.5x | |
| 603569 Beijing Changjiu LogisticsLtd | CN¥9.72 | 3.2% +CN¥168.1m | 51.4% | PE140.4x |