Narrative Update • Jun 11

Over the last 7 days, the Coal and Fuels industry has dropped 8.8%, driven by a pullback from China Shenhua Energy of 6.4%. Over the past 12 months, the industry was up 28%. As for the next few years, earnings are expected to grow by 4.9% per annum.
Has the Hong Kong Coal and Fuels Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | HK$1.5t | HK$698.3b | HK$94.1b | 14.1x | 16x | 2.2x |
| Thu, 14 May 2026 | HK$1.6t | HK$695.7b | HK$93.8b | 15.8x | 16.7x | 2.3x |
| Sat, 11 Apr 2026 | HK$1.6t | HK$695.2b | HK$93.8b | 15.4x | 16.9x | 2.3x |
| Mon, 09 Mar 2026 | HK$1.5t | HK$683.1b | HK$96.0b | 12.8x | 15.6x | 2.2x |
| Wed, 04 Feb 2026 | HK$1.2t | HK$678.9b | HK$95.4b | 10.1x | 13.1x | 1.8x |
| Fri, 02 Jan 2026 | HK$1.2t | HK$670.9b | HK$94.3b | 8.7x | 12.8x | 1.8x |
| Sun, 30 Nov 2025 | HK$1.2t | HK$663.6b | HK$93.2b | 9.3x | 13.3x | 1.9x |
| Tue, 28 Oct 2025 | HK$1.3t | HK$673.1b | HK$90.7b | 8.6x | 14.1x | 1.9x |
| Thu, 25 Sep 2025 | HK$1.2t | HK$683.9b | HK$96.5b | 8.1x | 12x | 1.7x |
| Sat, 23 Aug 2025 | HK$1.1t | HK$714.2b | HK$101.7b | 6.4x | 11.1x | 1.6x |
| Mon, 21 Jul 2025 | HK$1.1t | HK$716.8b | HK$102.7b | 6.2x | 10.5x | 1.5x |
| Wed, 18 Jun 2025 | HK$1.1t | HK$716.5b | HK$102.7b | 5.9x | 11x | 1.6x |
| Fri, 16 May 2025 | HK$1.1t | HK$710.3b | HK$101.8b | 5.5x | 10.9x | 1.6x |
| Sun, 13 Apr 2025 | HK$1.0t | HK$735.8b | HK$105.1b | 4.9x | 9.8x | 1.4x |
| Tue, 11 Mar 2025 | HK$1.0t | HK$713.1b | HK$99.0b | 6.1x | 10.3x | 1.4x |
| Thu, 06 Feb 2025 | HK$1.1t | HK$713.9b | HK$99.0b | 6.6x | 11x | 1.5x |
| Sat, 04 Jan 2025 | HK$1.2t | HK$709.2b | HK$98.4b | 6.8x | 11.7x | 1.6x |
| Mon, 02 Dec 2024 | HK$1.1t | HK$716.6b | HK$99.4b | 6.8x | 11.4x | 1.6x |
| Wed, 30 Oct 2024 | HK$1.2t | HK$725.8b | HK$100.7b | 7x | 11.9x | 1.7x |
| Fri, 27 Sep 2024 | HK$1.3t | HK$742.4b | HK$101.8b | 6.3x | 12.3x | 1.7x |
| Sun, 25 Aug 2024 | HK$1.2t | HK$731.8b | HK$101.9b | 5.7x | 11.4x | 1.6x |
| Tue, 23 Jul 2024 | HK$1.2t | HK$732.2b | HK$100.2b | 5.5x | 11.7x | 1.6x |
| Thu, 20 Jun 2024 | HK$1.3t | HK$733.9b | HK$101.6b | 6.4x | 12.5x | 1.7x |
| Sat, 18 May 2024 | HK$1.2t | HK$736.4b | HK$102.0b | 6.4x | 11.6x | 1.6x |
| Mon, 15 Apr 2024 | HK$1.2t | HK$764.0b | HK$110.7b | 5.5x | 10.5x | 1.5x |
| Wed, 13 Mar 2024 | HK$1.1t | HK$802.1b | HK$107.9b | 5.8x | 10.3x | 1.4x |
| Fri, 09 Feb 2024 | HK$1.1t | HK$808.8b | HK$108.8b | 5.1x | 10.3x | 1.4x |
| Sun, 07 Jan 2024 | HK$1.0t | HK$805.0b | HK$108.3b | 5.9x | 9.3x | 1.3x |
| Tue, 05 Dec 2023 | HK$948.6b | HK$805.7b | HK$108.3b | 5.5x | 8.8x | 1.2x |
| Thu, 02 Nov 2023 | HK$870.7b | HK$805.4b | HK$108.1b | 4.8x | 8.1x | 1.1x |
| Sat, 30 Sep 2023 | HK$906.2b | HK$821.8b | HK$118.3b | 4.5x | 7.7x | 1.1x |
| Mon, 28 Aug 2023 | HK$795.1b | HK$804.4b | HK$119.2b | 2.7x | 6.7x | 1x |
| Wed, 26 Jul 2023 | HK$830.9b | HK$865.9b | HK$139.0b | 2.7x | 6x | 1x |
| Fri, 23 Jun 2023 | HK$865.0b | HK$863.6b | HK$137.7b | 3.4x | 6.3x | 1x |
6.3x
How does Hong Kong Coal and Fuels compare with similar industries?
| HK Market | 1.53% | |
| Energy | -6.16% | |
| Oil and Gas | -6.19% | |
| Coal and Fuels | -8.81% | |
| Oil and Gas Storage and Transportation | 19.77% | |
| Oil and Gas Refining and Marketing | 0.88% | |
| Integrated Oil and Gas | -3.86% | |
| Oil and Gas Exploration and Production | -10.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1164 CGN Mining | HK$3.02 | 3.8% +HK$836.1m | 26.4% | PE50.7x | |
| 8203 Kaisun Holdings | HK$0.15 | 7.9% +HK$6.4m | -52.1% | PS0.09x |