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Chinese (SSE) Transportation Industry Analysis

UpdatedNov 29, 2023
DataAggregated Company Financials
Companies18
  • 7D1.4%
  • 3M-2.8%
  • 1Y3.8%
  • YTD4.9%

Over the last 7 days, the Transportation industry has risen 1.4%, driven by gains from Beijing-Shanghai High-Speed RailwayLtd of 1.2%. In the same time, Longzhou Group was down 5.4%. This takes the industry's 12 month performance to a gain of 3.8%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the Chinese Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Nov 2023CN„449.8bCN„160.3bCN„20.7b36.6x21.7x2.8x
Fri, 27 Oct 2023CN„446.3bCN„153.5bCN„17.6b44.4x25.3x2.9x
Sun, 24 Sep 2023CN„452.3bCN„153.8bCN„17.5b49.9x25.9x2.9x
Tue, 22 Aug 2023CN„468.8bCN„144.9bCN„13.6b70x34.4x3.2x
Thu, 20 Jul 2023CN„472.1bCN„144.9bCN„13.6b68.7x34.6x3.3x
Sat, 17 Jun 2023CN„476.9bCN„144.9bCN„13.6b65.2x35x3.3x
Mon, 15 May 2023CN„480.2bCN„144.9bCN„13.6b67.8x35.2x3.3x
Wed, 12 Apr 2023CN„447.0bCN„146.3bCN„12.9b50.7x34.6x3.1x
Fri, 10 Mar 2023CN„452.6bCN„147.1bCN„12.7b47.1x35.6x3.1x
Sun, 05 Feb 2023CN„423.6bCN„147.0bCN„12.7b48x33.3x2.9x
Tue, 03 Jan 2023CN„451.5bCN„154.3bCN„13.5b49.7x33.5x2.9x
Thu, 01 Dec 2022CN„455.4bCN„154.3bCN„13.5b46.3x33.8x3x
Sat, 29 Oct 2022CN„417.0bCN„157.2bCN„14.3b35.3x29.1x2.7x
Mon, 26 Sep 2022CN„427.3bCN„154.9bCN„13.6b44.6x31.4x2.8x
Wed, 24 Aug 2022CN„432.0bCN„161.7bCN„17.1b49.3x25.2x2.7x
Fri, 22 Jul 2022CN„449.5bCN„174.1bCN„17.7b48.5x25.4x2.6x
Sun, 19 Jun 2022CN„460.4bCN„174.1bCN„17.7b47.3x26x2.6x
Tue, 17 May 2022CN„432.6bCN„174.6bCN„17.7b39.2x24.5x2.5x
Thu, 14 Apr 2022CN„472.7bCN„173.9bCN„17.8b46.4x26.5x2.7x
Sat, 12 Mar 2022CN„471.9bCN„171.1bCN„18.5b31.5x25.6x2.8x
Mon, 07 Feb 2022CN„451.4bCN„161.4bCN„18.8b32.8x24x2.8x
Wed, 05 Jan 2022CN„453.2bCN„161.4bCN„18.8b35.2x24.1x2.8x
Fri, 03 Dec 2021CN„418.4bCN„161.6bCN„18.9b32.1x22.1x2.6x
Sun, 31 Oct 2021CN„432.3bCN„164.5bCN„19.3b28.7x22.4x2.6x
Tue, 28 Sep 2021CN„442.8bCN„164.7bCN„19.4b27.8x22.8x2.7x
Thu, 26 Aug 2021CN„398.8bCN„155.1bCN„19.1b21.9x20.9x2.6x
Fri, 02 Jul 2021CN„439.6bCN„155.1bCN„19.1b21.5x23x2.8x
Mon, 05 Apr 2021CN„469.1bCN„150.6bCN„15.9b21.2x29.5x3.1x
Thu, 07 Jan 2021CN„454.2bCN„144.8bCN„14.3b28x31.8x3.1x
Price to Earnings Ratio

28.3x


Total Market Cap: CN„466.6bTotal Earnings: CN„16.5bTotal Revenue: CN„153.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Transportation Industry Price to Earnings3Y Average 28.4x202120222023
Current Industry PE
  • Investors are pessimistic on the Chinese Transportation 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 21.7x which is lower than its 3-year average PE of 28.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 7.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Chinese Industrials industry?

CN Market-1.07%
Industrials-1.26%
Transportation1.44%
Cargo Ground Transportation7.56%
Trucking3.81%
Railroads1.02%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 517x.
    • Analysts are expecting annual earnings decline of 46.6%, which is lower than the prior year's growth of 167.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 67% over the next 5 years.
  • However this is lower than its past earnings growth rate of 112% per year.
  • In contrast, the Trucking industry is expected to see its earnings decline by 47% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
601816 Beijing-Shanghai High-Speed RailwayLtdCN„5.031.2%
+CN„2.9b
2.0%PE30.2x
601006 Daqin RailwayCN„7.191.6%
+CN„1.7b
5.0%PE9.6x
603569 Beijing Changjiu LogisticsLtdCN„15.4214.0%
+CN„1.1b
59.1%PE86.5x
603069 Hainan Haiqi Transportation GroupLtdCN„21.0111.9%
+CN„704.7m
-21.6%PE69.8x
557 Ningxia Western Venture IndustrialLtdCN„4.684.2%
+CN„277.1m
-10.3%PE32.9x
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