Narrative Update • Jun 02
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Hong Kong (HSI) Infrastructure Industry Analysis
UpdatedJun 06, 2026
DataAggregated Company Financials
Companies25
- 7D-0.2%
- 3M-8.4%
- 1Y2.6%
- YTD-3.5%
In the last week, the Infrastructure industry is flat overall, with China Merchants Port Holdings standing out by going down 6.3%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 8.7% annually.
Industry Valuation and Performance
Has the Hong Kong Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | HK$419.0b | HK$195.1b | HK$38.0b | 8.7x | 11x | 2.1x |
| Tue, 05 May 2026 | HK$431.7b | HK$192.3b | HK$38.0b | 9.2x | 11.4x | 2.2x |
| Thu, 02 Apr 2026 | HK$419.4b | HK$193.7b | HK$37.5b | 8.9x | 11.2x | 2.2x |
| Sat, 28 Feb 2026 | HK$454.7b | HK$197.6b | HK$39.4b | 9.3x | 11.6x | 2.3x |
| Mon, 26 Jan 2026 | HK$427.5b | HK$195.0b | HK$38.9b | 8.5x | 11x | 2.2x |
| Wed, 24 Dec 2025 | HK$431.5b | HK$193.4b | HK$38.6b | 8.8x | 11.2x | 2.2x |
| Fri, 21 Nov 2025 | HK$442.1b | HK$191.9b | HK$38.2b | 8.8x | 11.6x | 2.3x |
| Sun, 19 Oct 2025 | HK$433.0b | HK$190.5b | HK$38.2b | 8.6x | 11.3x | 2.3x |
| Tue, 16 Sep 2025 | HK$453.1b | HK$199.0b | HK$40.1b | 8.3x | 11.3x | 2.3x |
| Thu, 14 Aug 2025 | HK$466.4b | HK$203.0b | HK$40.6b | 8.6x | 11.5x | 2.3x |
| Sat, 12 Jul 2025 | HK$466.5b | HK$202.3b | HK$39.8b | 8.2x | 11.7x | 2.3x |
| Mon, 09 Jun 2025 | HK$454.3b | HK$201.9b | HK$39.6b | 7.7x | 11.5x | 2.2x |
| Wed, 07 May 2025 | HK$426.4b | HK$199.4b | HK$39.2b | 7.9x | 10.9x | 2.1x |
| Fri, 04 Apr 2025 | HK$440.0b | HK$196.7b | HK$38.4b | 8.2x | 11.5x | 2.2x |
| Sun, 02 Mar 2025 | HK$417.7b | HK$193.1b | HK$38.7b | 7.3x | 10.8x | 2.2x |
| Tue, 28 Jan 2025 | HK$422.4b | HK$193.9b | HK$38.9b | 7.4x | 10.9x | 2.2x |
| Thu, 26 Dec 2024 | HK$419.4b | HK$192.7b | HK$38.6b | 7.9x | 10.9x | 2.2x |
| Sat, 23 Nov 2024 | HK$398.4b | HK$193.9b | HK$38.9b | 7.3x | 10.2x | 2.1x |
| Mon, 21 Oct 2024 | HK$410.1b | HK$197.4b | HK$39.3b | 7.9x | 10.4x | 2.1x |
| Wed, 18 Sep 2024 | HK$375.6b | HK$197.5b | HK$39.3b | 7.1x | 9.5x | 1.9x |
| Fri, 16 Aug 2024 | HK$396.4b | HK$192.0b | HK$37.5b | 7.8x | 10.6x | 2.1x |
| Sun, 14 Jul 2024 | HK$397.2b | HK$190.7b | HK$37.3b | 7.9x | 10.6x | 2.1x |
| Tue, 11 Jun 2024 | HK$395.9b | HK$190.9b | HK$37.5b | 8.2x | 10.6x | 2.1x |
| Thu, 09 May 2024 | HK$377.6b | HK$191.4b | HK$37.6b | 7.7x | 10.1x | 2x |
| Sat, 06 Apr 2024 | HK$357.1b | HK$190.7b | HK$37.0b | 7.1x | 9.6x | 1.9x |
| Mon, 04 Mar 2024 | HK$367.4b | HK$177.1b | HK$34.3b | 7x | 10.7x | 2.1x |
| Wed, 31 Jan 2024 | HK$358.7b | HK$208.2b | HK$35.2b | 7.4x | 10.2x | 1.7x |
| Fri, 29 Dec 2023 | HK$350.5b | HK$208.9b | HK$35.2b | 7x | 10x | 1.7x |
| Sun, 26 Nov 2023 | HK$340.3b | HK$207.5b | HK$34.9b | 6.8x | 9.7x | 1.6x |
| Tue, 24 Oct 2023 | HK$328.6b | HK$203.5b | HK$33.9b | 6.5x | 9.7x | 1.6x |
| Thu, 21 Sep 2023 | HK$347.9b | HK$203.8b | HK$34.0b | 6.6x | 10.2x | 1.7x |
| Sat, 19 Aug 2023 | HK$349.3b | HK$202.1b | HK$33.9b | 7.8x | 10.3x | 1.7x |
| Mon, 17 Jul 2023 | HK$360.1b | HK$203.9b | HK$34.2b | 7.2x | 10.5x | 1.8x |
| Wed, 14 Jun 2023 | HK$373.6b | HK$214.8b | HK$33.6b | 7.6x | 11.1x | 1.7x |
Price to Earnings Ratio
11.1x
Current Industry PE
- Investors are relatively neutral on the Hong Kong Infrastructure 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 PE ratio of 10.7x.
- The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 4.1% per year over the last three years.
- Meanwhile revenues for these companies have declined 3.2% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | -0.88% | |
| Industrials | -0.93% | |
| Infrastructure | -0.17% | |
| Marine Ports and Services | -0.0049% | |
| Highways and Railtracks | -0.35% | |
| Airport Services | -0.46% | |
Industry PE
- Investors are most optimistic about the Marine Ports and Services industry, which is trading close to its 3-year average PE ratio of 10.1x.
- Analysts are expecting annual earnings growth of 5.3%, which is higher than its past year's earnings decline of 4.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 106% over the next 5 years.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 5.3% 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 | |
|---|---|---|---|---|---|
| 177 Jiangsu Expressway | HK$10.77 | 2.6% +HK$1.4b | 1.0% | PE9.9x | |
| 6198 Qingdao Port International | HK$7.35 | 2.4% +HK$1.1b | 10.9% | PE7.9x | |
| 2880 Liaoning Port | HK$0.86 | 3.6% +HK$707.2m | 22.9% | PE12x | |
| 3369 Qinhuangdao Port | HK$2.32 | 4.0% +HK$502.9m | 5.0% | PE6.9x | |
| 1199 COSCO SHIPPING Ports | HK$5.10 | 2.4% +HK$475.2m | 9.2% | PE8.2x |