Narrative Update • Jun 11

Over the last 7 days, the Coal and Fuels industry has dropped 2.7%, driven by a pullback from China Shenhua Energy of 7.4%. In contrast, CGN Mining has gained 8.4%. Over the past 12 months, the industry was up 36%. Looking forward, earnings are forecast to grow by 4.8% annually.
Has the Hong Kong Coal and Fuels Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | HK$1.6t | HK$699.0b | HK$94.2b | 14.8x | 17.1x | 2.3x |
| Wed, 13 May 2026 | HK$1.6t | HK$695.4b | HK$93.7b | 16x | 16.9x | 2.3x |
| Fri, 10 Apr 2026 | HK$1.6t | HK$694.2b | HK$93.7b | 15.6x | 17x | 2.3x |
| Sun, 08 Mar 2026 | HK$1.5t | HK$683.1b | HK$96.0b | 12.8x | 15.6x | 2.2x |
| Tue, 03 Feb 2026 | HK$1.3t | HK$678.1b | HK$95.3b | 10x | 13.2x | 1.8x |
| Thu, 01 Jan 2026 | HK$1.2t | HK$670.4b | HK$94.2b | 8.7x | 12.8x | 1.8x |
| Sat, 29 Nov 2025 | HK$1.2t | HK$663.5b | HK$93.2b | 9.3x | 13.2x | 1.9x |
| Mon, 27 Oct 2025 | HK$1.3t | HK$671.9b | HK$90.5b | 8.7x | 14x | 1.9x |
| Wed, 24 Sep 2025 | HK$1.2t | HK$685.1b | HK$96.7b | 8.1x | 12x | 1.7x |
| Fri, 22 Aug 2025 | HK$1.1t | HK$713.7b | HK$101.7b | 6.6x | 11.1x | 1.6x |
| Sun, 20 Jul 2025 | HK$1.1t | HK$716.8b | HK$102.7b | 6.2x | 10.5x | 1.5x |
| Tue, 17 Jun 2025 | HK$1.1t | HK$716.8b | HK$102.7b | 5.8x | 10.8x | 1.6x |
| Thu, 15 May 2025 | HK$1.1t | HK$710.3b | HK$101.8b | 5.7x | 10.8x | 1.5x |
| Sat, 12 Apr 2025 | HK$1.0t | HK$734.1b | HK$104.8b | 4.9x | 9.8x | 1.4x |
| Mon, 10 Mar 2025 | HK$1.0t | HK$715.9b | HK$99.4b | 6x | 10.2x | 1.4x |
| Wed, 05 Feb 2025 | HK$1.1t | HK$716.6b | HK$99.4b | 6.7x | 11.2x | 1.6x |
| Fri, 03 Jan 2025 | HK$1.2t | HK$710.7b | HK$98.6b | 6.8x | 11.8x | 1.6x |
| Sun, 01 Dec 2024 | HK$1.1t | HK$716.6b | HK$99.4b | 6.8x | 11.4x | 1.6x |
| Tue, 29 Oct 2024 | HK$1.2t | HK$726.9b | HK$100.8b | 7.2x | 12x | 1.7x |
| Thu, 26 Sep 2024 | HK$1.2t | HK$741.7b | HK$101.7b | 6.1x | 12x | 1.6x |
| Sat, 24 Aug 2024 | HK$1.2t | HK$733.9b | HK$101.7b | 5.7x | 11.4x | 1.6x |
| Mon, 22 Jul 2024 | HK$1.2t | HK$732.8b | HK$100.3b | 5.6x | 11.7x | 1.6x |
| Wed, 19 Jun 2024 | HK$1.3t | HK$734.1b | HK$101.6b | 6.5x | 12.4x | 1.7x |
| Fri, 17 May 2024 | HK$1.2t | HK$737.7b | HK$102.2b | 6.4x | 11.6x | 1.6x |
| Sun, 14 Apr 2024 | HK$1.2t | HK$764.1b | HK$110.7b | 5.5x | 10.5x | 1.5x |
| Tue, 12 Mar 2024 | HK$1.2t | HK$800.7b | HK$107.7b | 5.8x | 10.7x | 1.4x |
| Thu, 08 Feb 2024 | HK$1.1t | HK$808.9b | HK$108.8b | 5.2x | 10.5x | 1.4x |
| Sat, 06 Jan 2024 | HK$1.0t | HK$806.1b | HK$108.4b | 5.9x | 9.3x | 1.3x |
| Mon, 04 Dec 2023 | HK$938.7b | HK$805.4b | HK$108.3b | 5.4x | 8.7x | 1.2x |
| Wed, 01 Nov 2023 | HK$873.0b | HK$805.7b | HK$107.8b | 4.9x | 8.1x | 1.1x |
| Fri, 29 Sep 2023 | HK$901.7b | HK$821.0b | HK$118.2b | 4.5x | 7.6x | 1.1x |
| Sun, 27 Aug 2023 | HK$795.1b | HK$804.4b | HK$119.2b | 2.7x | 6.7x | 1x |
| Tue, 25 Jul 2023 | HK$813.0b | HK$860.4b | HK$138.1b | 2.6x | 5.9x | 0.9x |
| Thu, 22 Jun 2023 | HK$864.5b | HK$862.1b | HK$137.5b | 3.4x | 6.3x | 1x |
6.3x
How does Hong Kong Coal and Fuels compare with similar industries?
| HK Market | 0.19% | |
| Energy | -2.96% | |
| Oil and Gas | -2.94% | |
| Coal and Fuels | -2.71% | |
| Oil and Gas Storage and Transportation | 1.00% | |
| Oil and Gas Refining and Marketing | 0.52% | |
| Integrated Oil and Gas | -1.83% | |
| Oil and Gas Exploration and Production | -6.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1164 CGN Mining | HK$3.10 | 8.4% +HK$1.8b | 30.8% | PE52x | |
| 8203 Kaisun Holdings | HK$0.15 | 5.6% +HK$4.7m | -55.6% | PS0.09x |