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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022CN„442.7bCN„154.3bCN„13.5b40.7x32.8x2.9x
Thu, 27 Oct 2022CN„421.0bCN„154.9bCN„13.6b43.6x31x2.7x
Sat, 24 Sep 2022CN„427.0bCN„154.9bCN„13.6b44.6x31.4x2.8x
Mon, 22 Aug 2022CN„432.0bCN„161.7bCN„17.1b48.9x25.2x2.7x
Wed, 20 Jul 2022CN„447.6bCN„174.1bCN„17.7b46.5x25.3x2.6x
Fri, 17 Jun 2022CN„458.8bCN„174.1bCN„17.7b47.7x25.9x2.6x
Sun, 15 May 2022CN„430.9bCN„174.6bCN„17.7b38.3x24.4x2.5x
Tue, 12 Apr 2022CN„462.5bCN„174.0bCN„18.3b44.3x25.3x2.7x
Thu, 10 Mar 2022CN„460.9bCN„171.1bCN„18.5b31.8x25x2.7x
Sat, 05 Feb 2022CN„451.4bCN„161.4bCN„18.8b32.8x24x2.8x
Mon, 03 Jan 2022CN„446.3bCN„161.4bCN„18.8b33.9x23.7x2.8x
Wed, 01 Dec 2021CN„413.7bCN„161.6bCN„18.9b32.1x21.9x2.6x
Fri, 29 Oct 2021CN„433.3bCN„164.5bCN„19.3b28.7x22.4x2.6x
Sun, 26 Sep 2021CN„446.8bCN„164.7bCN„19.4b28.2x23x2.7x
Tue, 24 Aug 2021CN„390.8bCN„155.1bCN„19.1b21.5x20.5x2.5x
Wed, 30 Jun 2021CN„439.6bCN„155.1bCN„19.1b21.5x23x2.8x
Sat, 03 Apr 2021CN„469.1bCN„150.6bCN„15.9b21.2x29.5x3.1x
Tue, 05 Jan 2021CN„454.2bCN„144.8bCN„14.3b28x31.8x3.1x
Fri, 09 Oct 2020CN„466.8bCN„153.3bCN„16.5b37.9x28.3x3x
Thu, 02 Jul 2020CN„488.9bCN„155.9bCN„19.5b48.8x25x3.1x
Sun, 05 Apr 2020CN„473.7bCN„160.6bCN„23.2b27.2x20.4x2.9x
Wed, 08 Jan 2020CN„200.5bCN„134.3bCN„17.0b25.1x11.8x1.5x
Price to Earnings Ratio

10.7x


Total Market Cap: CN„192.4bTotal Earnings: CN„18.0bTotal Revenue: CN„134.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Transportation Industry Price to Earnings3Y Average 24.8x202020212022
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%
Transportation1.40%
Railroads1.65%
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?

CompanyLast Price7D1YValuation
601006 Daqin RailwayCN„6.765.1%
+CN„4.9b
11.0%PE7.9x
601816 Beijing-Shanghai High-Speed RailwayLtdCN„4.751.3%
+CN„2.9b
5.6%PE375.8x
1213 China Railway Special Cargo LogisticsCN„4.615.7%
+CN„1.1b
-10.8%PE37.7x
600125 China Railway Tielong Container LogisticsCN„5.667.8%
+CN„535.3m
19.7%PE18.5x
603569 Beijing Changjiu LogisticsLtdCN„9.723.2%
+CN„168.1m
51.4%PE140.4x
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603813

CN„15.04

GuangDong GenSho LogisticsLTD

7D

-0.6%

1Y

10.5%

603069

CN„24.60

Hainan Haiqi Transportation GroupLtd

7D

-1.6%

1Y

69.9%

603032

CN„76.20

DELIXI XINJIANG TransportationLTD

7D

-2.6%

1Y

13.6%

601006

CN„6.76

Daqin Railway

7D

5.1%

1Y

11.0%

600834

CN„8.20

Shanghai Shentong MetroLtd

7D

-0.4%

1Y

-16.8%

600611

CN„2.97

Dazhong Transportation (Group)

7D

1.4%

1Y

-12.6%

600620

CN„10.94

Shanghai TianchenLtd

7D

1.2%

1Y

27.8%

600125

CN„5.66

China Railway Tielong Container Logistics

7D

7.8%

1Y

19.7%

1213

CN„4.61

China Railway Special Cargo Logistics

7D

5.7%

1Y

-10.8%

421

CN„5.18

Nanjing Public Utilities Development

7D

3.2%

1Y

14.6%

603569

CN„9.72

Beijing Changjiu LogisticsLtd

7D

3.2%

1Y

51.4%