Investor Optimism Abounds Guanghui Logistics Co.Ltd (SHSE:600603) But Growth Is Lacking
Mar 06
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Chinese (SSE) Real Estate Sector Analysis
UpdatedMar 07, 2025
DataAggregated Company Financials
Companies124
- 7D-0.5%
- 3M-11.3%
- 1Y8.6%
- YTD1.2%
In the last week, the Real Estate industry is down 1.9% with Guanghui LogisticsLtd down the most at 7.7%. Over the past 12 months, the industry was up 4.4%. As for the next few years, earnings are expected to grow by 32% per annum.
Sector Valuation and Performance
Has the Chinese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,648,192,524.47 | 45.8x | -23.1x | 0.6x |
| Sun, 02 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,911,244.00 | 43.7x | -21.8x | 0.6x |
| Tue, 31 Dec 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,917,057.76 | 47.1x | -23.6x | 0.6x |
| Thu, 28 Nov 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,909,851.20 | 45.2x | -24.8x | 0.7x |
| Sat, 26 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥42,989,852,966.23 | 48.7x | -32.6x | 0.6x |
| Mon, 23 Sep 2024 | CN¥1.1t | CN¥2.3t | -CN¥42,969,517,630.07 | 39.8x | -25.8x | 0.5x |
| Wed, 21 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,822,876,110.42 | 27.3x | -121.5x | 0.4x |
| Fri, 19 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,604,398,339.95 | 31.1x | -131.6x | 0.5x |
| Sun, 16 Jun 2024 | CN¥1.2t | CN¥2.6t | -CN¥23,041,379,090.87 | 33.4x | -53.2x | 0.5x |
| Tue, 14 May 2024 | CN¥1.2t | CN¥2.5t | -CN¥33,585,557,653.49 | 31.2x | -37.1x | 0.5x |
| Thu, 11 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥10,164,173,887.28 | 22x | -117.8x | 0.5x |
| Sat, 09 Mar 2024 | CN¥1.2t | CN¥2.7t | -CN¥11,664,289,756.92 | 19.3x | -106.8x | 0.5x |
| Mon, 05 Feb 2024 | CN¥1.2t | CN¥2.7t | -CN¥32,140,729,870.00 | 19x | -37.7x | 0.4x |
| Wed, 03 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥27,295,629,370.00 | 20.4x | -48.6x | 0.5x |
| Fri, 01 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,178,068,187.00 | 20.3x | -52.6x | 0.5x |
| Sun, 29 Oct 2023 | CN¥1.4t | CN¥2.7t | -CN¥15,222,025,299.00 | 20.2x | -94x | 0.5x |
| Tue, 26 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥13,393,353,993.00 | 20.2x | -117.2x | 0.6x |
| Thu, 24 Aug 2023 | CN¥1.6t | CN¥2.7t | -CN¥12,240,829,158.00 | 23.7x | -132.6x | 0.6x |
| Sat, 22 Jul 2023 | CN¥1.6t | CN¥2.6t | CN¥569.5m | 22.9x | 2729.2x | 0.6x |
| Mon, 19 Jun 2023 | CN¥1.6t | CN¥2.6t | -CN¥1,188,819,293.00 | 22.4x | -1339.8x | 0.6x |
| Wed, 17 May 2023 | CN¥1.6t | CN¥2.6t | CN¥413.8m | 22.2x | 3879.3x | 0.6x |
| Fri, 14 Apr 2023 | CN¥1.7t | CN¥2.6t | CN¥14.0b | 24.9x | 120.2x | 0.6x |
| Sun, 12 Mar 2023 | CN¥1.7t | CN¥2.6t | CN¥23.3b | 23.3x | 71.1x | 0.6x |
| Tue, 07 Feb 2023 | CN¥1.7t | CN¥2.6t | CN¥23.7b | 23.5x | 72x | 0.7x |
| Thu, 05 Jan 2023 | CN¥1.8t | CN¥2.6t | CN¥33.0b | 23.6x | 53.4x | 0.7x |
| Sat, 03 Dec 2022 | CN¥1.8t | CN¥2.6t | CN¥33.1b | 24.7x | 53.9x | 0.7x |
| Mon, 31 Oct 2022 | CN¥1.5t | CN¥2.6t | CN¥39.5b | 20.7x | 37.6x | 0.6x |
| Wed, 28 Sep 2022 | CN¥1.7t | CN¥2.7t | CN¥64.1b | 21.4x | 26.5x | 0.6x |
| Fri, 26 Aug 2022 | CN¥1.7t | CN¥2.8t | CN¥37.0b | 21x | 46x | 0.6x |
| Sun, 24 Jul 2022 | CN¥1.7t | CN¥2.8t | CN¥41.0b | 19.7x | 40.8x | 0.6x |
| Tue, 21 Jun 2022 | CN¥1.7t | CN¥3.0t | CN¥52.7b | 22x | 32.7x | 0.6x |
| Thu, 19 May 2022 | CN¥1.8t | CN¥3.0t | CN¥53.1b | 21.2x | 33.6x | 0.6x |
| Sat, 16 Apr 2022 | CN¥2.0t | CN¥3.1t | CN¥130.9b | 16.2x | 15.5x | 0.6x |
| Mon, 14 Mar 2022 | CN¥1.8t | CN¥3.1t | CN¥156.5b | 13.6x | 11.2x | 0.6x |
Price to Earnings Ratio
11.2x
Current Industry PE
- Investors are relatively neutral on the Chinese Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
- Total earnings for the Real Estate industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 11% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Real Estate sector?
| CN Market | 0.039% | |
| Real Estate | -0.49% | |
| Industrial REITs | 1.40% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Real Estate | -0.52% | |
| Specialized REITs | -0.52% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings decline of 8.0%, which is lower than the prior year's growth of 8.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Industrial REITs industry is expected to see its earnings decline by 8.0% 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 | |
|---|---|---|---|---|---|
| 600895 Shanghai Zhangjiang Hi-Tech Park Development | CN¥26.79 | 3.6% +CN¥1.4b | 24.8% | PE59.7x | |
| 600048 Poly Developments and Holdings Group | CN¥8.80 | 1.1% +CN¥1.2b | -2.7% | PE15.9x | |
| 000534 Wedge IndustrialLtd | CN¥16.55 | 10.1% +CN¥709.4m | 49.9% | PE40.1x | |
| 000058 Shenzhen SEGLtd | CN¥8.95 | 6.7% +CN¥689.5m | 34.6% | PS6.1x | |
| 002244 Hangzhou Binjiang Real Estate GroupLtd | CN¥11.04 | 1.9% +CN¥653.4m | 72.0% | PE20.3x |
