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Chinese (SSE) Real Estate Sector Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies143
  • 7D8.6%
  • 3M5.7%
  • 1Y2.1%
  • YTD-3.5%

The Real Estate industry is up 8.6% in the last week, with China Vanke up 16%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

Has the Chinese Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022CN„1.8tCN„2.6tCN„33.1b25.6x54.8x0.7x
Sat, 29 Oct 2022CN„1.5tCN„2.6tCN„47.4b19.6x31.5x0.6x
Mon, 26 Sep 2022CN„1.7tCN„2.7tCN„64.1b21.8x26.6x0.6x
Wed, 24 Aug 2022CN„1.7tCN„2.8tCN„37.0b21.3x46.5x0.6x
Fri, 22 Jul 2022CN„1.7tCN„2.8tCN„41.0b19.3x40.8x0.6x
Sun, 19 Jun 2022CN„1.7tCN„3.0tCN„52.7b21.7x32x0.6x
Tue, 17 May 2022CN„1.8tCN„3.0tCN„53.1b21.8x34.2x0.6x
Thu, 14 Apr 2022CN„2.0tCN„3.1tCN„135.0b15.9x14.5x0.6x
Sat, 12 Mar 2022CN„1.8tCN„3.1tCN„156.5b13.6x11.2x0.6x
Mon, 07 Feb 2022CN„1.8tCN„3.1tCN„161.3b12.8x11.2x0.6x
Wed, 05 Jan 2022CN„1.9tCN„3.1tCN„171.0b14x11x0.6x
Fri, 03 Dec 2021CN„1.7tCN„3.1tCN„171.0b12.8x10.2x0.6x
Sun, 31 Oct 2021CN„1.7tCN„3.2tCN„192.9b11.6x8.7x0.5x
Tue, 28 Sep 2021CN„1.8tCN„3.1tCN„194.4b12.5x9.1x0.6x
Thu, 26 Aug 2021CN„1.7tCN„3.1tCN„194.4b12.8x8.9x0.6x
Fri, 02 Jul 2021CN„1.9tCN„3.1tCN„194.4b15.5x9.7x0.6x
Mon, 05 Apr 2021CN„1.9tCN„2.8tCN„197.1b14.3x9.8x0.7x
Thu, 07 Jan 2021CN„2.0tCN„2.7tCN„200.3b15.7x9.9x0.7x
Wed, 30 Sep 2020CN„2.1tCN„2.5tCN„209.4b16.8x10.1x0.8x
Sat, 04 Jul 2020CN„2.1tCN„2.5tCN„207.1b19.3x9.9x0.8x
Tue, 07 Apr 2020CN„1.9tCN„2.4tCN„210.1b16.4x9.2x0.8x
Fri, 10 Jan 2020CN„2.3tCN„2.4tCN„221.9b17.9x10.2x0.9x
Price to Earnings Ratio

9.2x


Total Market Cap: CN„2.0tTotal Earnings: CN„217.5bTotal Revenue: CN„2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average 15.7x202020212022
Current Industry PE
  • Investors are optimistic on the Chinese Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 54.8x which is higher than its 3-year average PE of 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 47% 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 Real Estate sector?

CN Market1.13%
Real Estate8.60%
Real Estate8.83%
REITS0.71%
Industry PE
  • Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 16.2x.
    • Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings decline of 28.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the Real Estate industry is expected to see its earnings grow by 20% 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
2 China VankeCN„18.6516.4%
+CN„30.4b
-2.0%PB0.9x
600048 Poly Developments and Holdings GroupCN„16.654.5%
+CN„8.6b
15.2%PB1x
1979 China Merchants Shekou Industrial Zone HoldingsCN„15.307.0%
+CN„7.7b
25.4%PB1.2x
600606 Greenland HoldingsCN„3.4416.6%
+CN„6.9b
-8.8%PB0.5x
600675 China EnterpriseCN„3.7539.4%
+CN„6.4b
35.9%PB1.5x
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601155

CN„22.78

Seazen Holdings

7D

12.8%

1Y

-28.3%

600606

CN„3.44

Greenland Holdings

7D

16.6%

1Y

-8.8%

600657

CN„6.56

Cinda Real Estate

7D

34.2%

1Y

100.0%

600383

CN„11.70

Gemdale

7D

11.7%

1Y

11.5%

2

CN„18.65

China Vanke

7D

16.4%

1Y

-2.0%

600603

CN„7.69

Guanghui LogisticsLtd

7D

-1.3%

1Y

110.1%

600675

CN„3.75

China Enterprise

7D

39.4%

1Y

35.9%

600158

CN„9.06

China Sports Industry Group

7D

-3.5%

1Y

-20.9%

600048

CN„16.65

Poly Developments and Holdings Group

7D

4.5%

1Y

15.2%

600095

CN„7.94

XiangcaiLtd

7D

-3.8%

1Y

-21.6%

200056

HK$1.38

Shenzhen Wongtee International Enterprise

7D

-1.4%

1Y

-4.2%

2133

CN„3.89

Cosmos Group

7D

-3.2%

1Y

37.5%