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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | HK$1.5t | HK$699.4b | HK$94.3b | 13.7x | 15.5x | 2.1x |
| Sat, 16 May 2026 | HK$1.6t | HK$694.1b | HK$93.6b | 15.9x | 17.1x | 2.3x |
| Mon, 13 Apr 2026 | HK$1.6t | HK$695.2b | HK$93.8b | 15.4x | 16.9x | 2.3x |
| Wed, 11 Mar 2026 | HK$1.5t | HK$686.0b | HK$96.4b | 13x | 15.5x | 2.2x |
| Fri, 06 Feb 2026 | HK$1.3t | HK$678.5b | HK$95.3b | 11x | 13.9x | 2x |
| Sun, 04 Jan 2026 | HK$1.2t | HK$671.7b | HK$94.4b | 8.8x | 12.9x | 1.8x |
| Tue, 02 Dec 2025 | HK$1.2t | HK$664.1b | HK$93.3b | 9.4x | 13.3x | 1.9x |
| Thu, 30 Oct 2025 | HK$1.3t | HK$661.2b | HK$94.6b | 8.3x | 13.4x | 1.9x |
| Sat, 27 Sep 2025 | HK$1.1t | HK$683.1b | HK$96.4b | 8.1x | 11.9x | 1.7x |
| Mon, 25 Aug 2025 | HK$1.1t | HK$702.6b | HK$100.7b | 6.8x | 11.2x | 1.6x |
| Wed, 23 Jul 2025 | HK$1.2t | HK$717.3b | HK$102.8b | 6.8x | 11.3x | 1.6x |
| Fri, 20 Jun 2025 | HK$1.1t | HK$716.1b | HK$102.6b | 5.7x | 10.8x | 1.5x |
| Sun, 18 May 2025 | HK$1.1t | HK$710.8b | HK$101.9b | 5.6x | 10.7x | 1.5x |
| Tue, 15 Apr 2025 | HK$1.0t | HK$732.8b | HK$104.6b | 5.1x | 10x | 1.4x |
| Thu, 13 Mar 2025 | HK$1.0t | HK$715.0b | HK$99.3b | 6x | 10.3x | 1.4x |
| Sat, 08 Feb 2025 | HK$1.1t | HK$712.9b | HK$98.9b | 6.6x | 10.9x | 1.5x |
| Mon, 06 Jan 2025 | HK$1.2t | HK$708.9b | HK$98.3b | 6.8x | 11.7x | 1.6x |
| Wed, 04 Dec 2024 | HK$1.1t | HK$712.6b | HK$98.8b | 6.9x | 11.5x | 1.6x |
| Fri, 01 Nov 2024 | HK$1.2t | HK$727.8b | HK$101.0b | 7x | 11.7x | 1.6x |
| Sun, 29 Sep 2024 | HK$1.2t | HK$741.7b | HK$101.7b | 6.3x | 12.2x | 1.7x |
| Tue, 27 Aug 2024 | HK$1.2t | HK$732.5b | HK$102.0b | 5.7x | 11.4x | 1.6x |
| Thu, 25 Jul 2024 | HK$1.2t | HK$732.0b | HK$100.2b | 5.6x | 11.6x | 1.6x |
| Sat, 22 Jun 2024 | HK$1.3t | HK$733.1b | HK$101.5b | 6.5x | 12.6x | 1.7x |
| Mon, 20 May 2024 | HK$1.2t | HK$736.8b | HK$102.0b | 6.4x | 11.6x | 1.6x |
| Wed, 17 Apr 2024 | HK$1.2t | HK$763.7b | HK$110.7b | 5.7x | 10.8x | 1.6x |
| Fri, 15 Mar 2024 | HK$1.1t | HK$800.6b | HK$107.6b | 5.8x | 10.4x | 1.4x |
| Sun, 11 Feb 2024 | HK$1.1t | HK$804.0b | HK$108.1b | 5.2x | 10.4x | 1.4x |
| Tue, 09 Jan 2024 | HK$1.0t | HK$802.5b | HK$107.9b | 5.8x | 9.3x | 1.3x |
| Thu, 07 Dec 2023 | HK$928.2b | HK$802.8b | HK$108.0b | 5.4x | 8.6x | 1.2x |
| Sat, 04 Nov 2023 | HK$874.5b | HK$787.2b | HK$105.6b | 5.4x | 8.3x | 1.1x |
| Mon, 02 Oct 2023 | HK$906.9b | HK$821.7b | HK$118.3b | 4.5x | 7.7x | 1.1x |
| Wed, 30 Aug 2023 | HK$813.4b | HK$804.4b | HK$119.3b | 2.8x | 6.8x | 1x |
| Fri, 28 Jul 2023 | HK$830.1b | HK$864.6b | HK$138.8b | 2.6x | 6x | 1x |
| Sun, 25 Jun 2023 | HK$862.1b | 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 | -0.72% | |
| Energy | -4.51% | |
| Oil and Gas | -4.52% | |
| Coal and Fuels | -5.24% | |
| Oil and Gas Storage and Transportation | 18.34% | |
| Integrated Oil and Gas | -2.42% | |
| Oil and Gas Refining and Marketing | -3.53% | |
| Oil and Gas Exploration and Production | -10.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1164 CGN Mining | HK$3.04 | 10.9% +HK$2.3b | 29.4% | PE51x | |
| 866 China Qinfa Group | HK$1.70 | 0.6% +HK$26.3m | 18.1% | PE53.5x | |
| 8203 Kaisun Holdings | HK$0.15 | 7.9% +HK$6.4m | -52.1% | PS0.09x |