Southern Publishing and MediaLtd's (SHSE:601900) Returns On Capital Are Heading Higher
Jan 20
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Chinese (SSE) Media Industry Analysis
UpdatedJan 24, 2025
DataAggregated Company Financials
Companies75
- 7D-2.1%
- 3M-0.2%
- 1Y6.8%
- YTD-1.9%
Over the last 7 days, the Media industry has dropped 2.1%, driven by a pullback from Inmyshow Digital Technology(Group)Co.Ltd of 21%. In contrast, Easy Click Worldwide Network Technology has gained 17%. This takes the industry's 12 month performance to a gain of 6.8%. As for the next few years, earnings are expected to grow by 25% per annum.
Industry Valuation and Performance
Has the Chinese Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jan 2025 | CN¥816.2b | CN¥364.2b | CN¥15.8b | 46.3x | 51.7x | 2.2x |
| Mon, 23 Dec 2024 | CN¥932.1b | CN¥364.2b | CN¥15.8b | 51.8x | 59x | 2.6x |
| Wed, 20 Nov 2024 | CN¥847.8b | CN¥364.2b | CN¥15.8b | 49.3x | 53.7x | 2.3x |
| Fri, 18 Oct 2024 | CN¥765.5b | CN¥365.4b | CN¥16.7b | 43.4x | 45.8x | 2.1x |
| Sun, 15 Sep 2024 | CN¥627.8b | CN¥365.9b | CN¥16.9b | 35.4x | 37.3x | 1.7x |
| Tue, 13 Aug 2024 | CN¥640.9b | CN¥364.8b | CN¥19.7b | 36.6x | 32.6x | 1.8x |
| Thu, 11 Jul 2024 | CN¥639.8b | CN¥365.1b | CN¥20.3b | 36.6x | 31.6x | 1.8x |
| Sat, 08 Jun 2024 | CN¥686.8b | CN¥365.1b | CN¥20.3b | 40x | 33.9x | 1.9x |
| Mon, 06 May 2024 | CN¥735.4b | CN¥364.7b | CN¥20.0b | 42x | 36.8x | 2x |
| Wed, 03 Apr 2024 | CN¥780.8b | CN¥358.3b | CN¥19.2b | 37.8x | 40.7x | 2.2x |
| Fri, 01 Mar 2024 | CN¥762.5b | CN¥352.6b | CN¥19.0b | 36x | 40.1x | 2.2x |
| Sun, 28 Jan 2024 | CN¥735.3b | CN¥354.2b | CN¥18.3b | 37.8x | 40.1x | 2.1x |
| Tue, 26 Dec 2023 | CN¥776.8b | CN¥354.1b | CN¥18.3b | 39.8x | 42.4x | 2.2x |
| Thu, 23 Nov 2023 | CN¥860.7b | CN¥354.3b | CN¥18.3b | 42.9x | 47x | 2.4x |
| Sat, 21 Oct 2023 | CN¥736.9b | CN¥344.4b | CN¥16.3b | 36.9x | 45.3x | 2.1x |
| Mon, 18 Sep 2023 | CN¥781.5b | CN¥344.7b | CN¥16.3b | 39.1x | 48x | 2.3x |
| Wed, 16 Aug 2023 | CN¥809.2b | CN¥337.0b | CN¥16.1b | 49.9x | 50.1x | 2.4x |
| Fri, 14 Jul 2023 | CN¥845.6b | CN¥335.7b | CN¥15.4b | 50.3x | 54.8x | 2.5x |
| Sun, 11 Jun 2023 | CN¥928.1b | CN¥337.3b | CN¥15.9b | 57.4x | 58.3x | 2.8x |
| Tue, 09 May 2023 | CN¥965.7b | CN¥340.4b | CN¥14.5b | 58.5x | 66.6x | 2.8x |
| Thu, 06 Apr 2023 | CN¥853.3b | CN¥341.8b | CN¥18.8b | 40.9x | 45.4x | 2.5x |
| Sat, 04 Mar 2023 | CN¥754.3b | CN¥340.4b | CN¥19.4b | 34.4x | 39x | 2.2x |
| Mon, 30 Jan 2023 | CN¥678.0b | CN¥338.1b | CN¥19.1b | 33.6x | 35.5x | 2x |
| Wed, 28 Dec 2022 | CN¥648.0b | CN¥337.8b | CN¥19.3b | 31.8x | 33.5x | 1.9x |
| Fri, 25 Nov 2022 | CN¥625.1b | CN¥337.8b | CN¥19.3b | 29.6x | 32.4x | 1.9x |
| Sun, 23 Oct 2022 | CN¥582.9b | CN¥341.5b | CN¥20.7b | 27.8x | 28.2x | 1.7x |
| Tue, 20 Sep 2022 | CN¥596.2b | CN¥340.0b | CN¥20.6b | 27.5x | 28.9x | 1.8x |
| Thu, 18 Aug 2022 | CN¥622.0b | CN¥345.1b | CN¥21.7b | 28.2x | 28.6x | 1.8x |
| Sat, 16 Jul 2022 | CN¥601.2b | CN¥347.0b | CN¥22.5b | 26.4x | 26.7x | 1.7x |
| Mon, 13 Jun 2022 | CN¥638.0b | CN¥347.1b | CN¥22.5b | 28.2x | 28.3x | 1.8x |
| Wed, 11 May 2022 | CN¥593.3b | CN¥346.8b | CN¥22.5b | 25x | 26.3x | 1.7x |
| Fri, 08 Apr 2022 | CN¥683.8b | CN¥353.1b | CN¥21.9b | 31.7x | 31.2x | 1.9x |
| Sun, 06 Mar 2022 | CN¥702.7b | CN¥353.1b | CN¥20.4b | 29.4x | 34.5x | 2x |
| Tue, 01 Feb 2022 | CN¥695.6b | CN¥353.5b | CN¥20.1b | 30.8x | 34.6x | 2x |
Price to Earnings Ratio
34.6x
Current Industry PE
- Investors are optimistic on the Chinese Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 51.7x which is higher than its 3-year average PE of 39.8x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 7.7% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 Telecom industry?
| CN Market | 0.25% | |
| Telecom | -1.26% | |
| Media | -2.14% | |
| Publishing | 0.068% | |
| Cable and Satellite | -0.22% | |
| Broadcasting | -2.07% | |
| Advertising | -5.35% | |
Industry PE
- Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 21.0x.
- Analysts are expecting annual earnings growth of 6.1%, which is higher than its past year's earnings decline of 8.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 25% per year.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 6.1% 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 | |
|---|---|---|---|---|---|
| 301171 Easy Click Worldwide Network Technology | CN¥33.59 | 16.8% +CN¥2.3b | 87.7% | PE68.5x | |
| 601019 Shandong Publishing&MediaLtd | CN¥10.91 | 7.6% +CN¥1.6b | 11.4% | PE12.7x | |
| 601928 Jiangsu Phoenix Publishing & Media | CN¥11.26 | 5.7% +CN¥1.6b | 18.7% | PE11.4x | |
| 002127 NanJi E-Commerce | CN¥5.10 | 13.3% +CN¥1.4b | 53.6% | PE145.6x | |
| 601900 Southern Publishing and MediaLtd | CN¥15.68 | 7.5% +CN¥970.2m | 24.7% | PE12.2x |
