Is Poly Developments and Holdings Group (SHSE:600048) A Risky Investment?
Mar 28
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Chinese (SSE) Real Estate Sector Analysis
UpdatedApr 03, 2025
DataAggregated Company Financials
Companies125
- 7D-1.8%
- 3M-3.7%
- 1Y3.7%
- YTD-3.7%
Over the last 7 days, the Real Estate industry has dropped 1.8%, driven by declines in Quzhou Xin'an Development and Poly Developments and Holdings Group of 10% and 2.6%, respectively. On the other hand XiangcaiLtd is actually up 20%. Over the past 12 months, the industry was up 3.7%. Earnings are forecast to grow by 34% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 03 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥95,446,201,060.09 | 46.6x | -13.3x | 0.6x |
| Sat, 01 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,914,616.76 | 43.7x | -22.7x | 0.6x |
| Mon, 27 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,910,602.65 | 43.4x | -22.1x | 0.6x |
| Wed, 25 Dec 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,916,771.29 | 47.7x | -23.9x | 0.6x |
| Fri, 22 Nov 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,910,117.99 | 49.3x | -25.1x | 0.7x |
| Sun, 20 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥43,390,313,542.81 | 45.9x | -31.4x | 0.6x |
| Tue, 17 Sep 2024 | CN¥1.0t | CN¥2.3t | -CN¥42,385,444,317.38 | 34.6x | -24.7x | 0.5x |
| Thu, 15 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥4,441,439,856.44 | 28.1x | -245.3x | 0.4x |
| Sat, 13 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,604,397,141.76 | 32.2x | -130.4x | 0.5x |
| Mon, 10 Jun 2024 | CN¥1.2t | CN¥2.6t | -CN¥23,041,377,812.32 | 33.3x | -54x | 0.5x |
| Wed, 08 May 2024 | CN¥1.2t | CN¥2.5t | -CN¥35,994,809,848.35 | 30.9x | -34.3x | 0.5x |
| Fri, 05 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥9,443,212,756.01 | 22.9x | -131.9x | 0.5x |
| Sun, 03 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥13,493,459,152.77 | 20.4x | -95.8x | 0.5x |
| Tue, 30 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥32,146,898,778.00 | 21.3x | -41.7x | 0.5x |
| Thu, 28 Dec 2023 | CN¥1.3t | CN¥2.7t | -CN¥27,293,469,444.00 | 20.1x | -48.5x | 0.5x |
| Sat, 25 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,173,023,660.00 | 21.9x | -55.4x | 0.6x |
| Mon, 23 Oct 2023 | CN¥1.4t | CN¥2.7t | -CN¥14,917,079,757.00 | 19.2x | -95.1x | 0.5x |
| Wed, 20 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥14,271,192,765.00 | 20.6x | -112x | 0.6x |
| Fri, 18 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥11,993,548,189.00 | 25.1x | -141.4x | 0.6x |
| Sun, 16 Jul 2023 | CN¥1.5t | CN¥2.7t | -CN¥117,211,436.00 | 21.5x | -12866.9x | 0.6x |
| Tue, 13 Jun 2023 | CN¥1.6t | CN¥2.6t | -CN¥1,188,588,895.00 | 22.6x | -1332.4x | 0.6x |
| Thu, 11 May 2023 | CN¥1.6t | CN¥2.6t | CN¥3.4b | 22x | 485.8x | 0.6x |
| Sat, 08 Apr 2023 | CN¥1.7t | CN¥2.6t | CN¥21.2b | 23.3x | 78.6x | 0.6x |
| Mon, 06 Mar 2023 | CN¥1.7t | CN¥2.6t | CN¥23.3b | 24.1x | 74.4x | 0.7x |
| Wed, 01 Feb 2023 | CN¥1.8t | CN¥2.6t | CN¥23.7b | 23.3x | 74.1x | 0.7x |
| Fri, 30 Dec 2022 | CN¥1.7t | CN¥2.6t | CN¥33.0b | 22.2x | 51x | 0.6x |
| Sun, 27 Nov 2022 | CN¥1.7t | CN¥2.6t | CN¥33.1b | 23.5x | 52.2x | 0.7x |
| Tue, 25 Oct 2022 | CN¥1.6t | CN¥2.7t | CN¥51.2b | 19.7x | 31.4x | 0.6x |
| Thu, 22 Sep 2022 | CN¥1.7t | CN¥2.7t | CN¥64.2b | 23.2x | 27.1x | 0.6x |
| Sat, 20 Aug 2022 | CN¥1.7t | CN¥2.8t | CN¥36.9b | 20.7x | 46.8x | 0.6x |
| Mon, 18 Jul 2022 | CN¥1.6t | CN¥2.8t | CN¥41.2b | 18.2x | 39.7x | 0.6x |
| Wed, 15 Jun 2022 | CN¥1.7t | CN¥3.0t | CN¥52.7b | 21.3x | 31.9x | 0.6x |
| Fri, 13 May 2022 | CN¥1.7t | CN¥3.0t | CN¥53.5b | 19.4x | 32.6x | 0.6x |
| Sun, 10 Apr 2022 | CN¥2.1t | CN¥3.1t | CN¥132.4b | 18.9x | 15.8x | 0.7x |
Price to Earnings Ratio
15.8x
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 12% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Real Estate sector?
| CN Market | -1.09% | |
| Real Estate | -1.82% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Industrial REITs | -0.12% | |
| Specialized REITs | -0.33% | |
| Real Estate | -1.85% | |
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 less than its past year's earnings decline of 20.1%.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 40% 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 | |
|---|---|---|---|---|---|
| 600095 XiangcaiLtd | CN¥8.24 | 19.6% +CN¥3.9b | 20.1% | PE204.3x | |
| 600173 Wolong Resources Group | CN¥6.73 | 15.0% +CN¥608.3m | 55.8% | PE134.5x | |
| 001914 China Merchants Property Operation & Service | CN¥12.17 | 3.4% +CN¥423.7m | 19.2% | PE15.3x | |
| 000006 Shenzhen Zhenye (Group)Ltd | CN¥7.06 | 4.4% +CN¥405.0m | 82.4% | PS1.4x | |
| 600641 Shanghai Wanye EnterprisesLtd | CN¥15.05 | 2.8% +CN¥373.5m | 14.3% | PS26.9x |
