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Hong Kong (HSI) Infrastructure Industry Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies25
  • 7D3.0%
  • 3M-1.0%
  • 1Y19.5%
  • YTD1.9%

Over the last 7 days, the Infrastructure industry has risen 3.0%, driven by gains from Jiangsu Expressway of 6.7%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the Hong Kong Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Jan 2026HK$433.8bHK$195.2bHK$38.9b8.6x11.1x2.2x
Thu, 25 Dec 2025HK$431.5bHK$193.6bHK$38.6b8.8x11.2x2.2x
Sat, 22 Nov 2025HK$433.8bHK$192.0bHK$38.2b8.6x11.4x2.3x
Mon, 20 Oct 2025HK$433.0bHK$190.5bHK$38.2b8.6x11.3x2.3x
Wed, 17 Sep 2025HK$458.2bHK$199.2bHK$40.1b8.3x11.4x2.3x
Fri, 15 Aug 2025HK$464.3bHK$202.9bHK$40.5b8.6x11.5x2.3x
Sun, 13 Jul 2025HK$467.5bHK$202.4bHK$39.9b8.3x11.7x2.3x
Tue, 10 Jun 2025HK$452.0bHK$202.1bHK$39.7b7.6x11.4x2.2x
Thu, 08 May 2025HK$432.4bHK$199.5bHK$39.2b8x11x2.2x
Sat, 05 Apr 2025HK$439.5bHK$195.6bHK$38.8b8.1x11.3x2.2x
Mon, 03 Mar 2025HK$417.7bHK$193.1bHK$38.7b7.3x10.8x2.2x
Wed, 29 Jan 2025HK$421.3bHK$194.0bHK$38.9b7.4x10.8x2.2x
Fri, 27 Dec 2024HK$421.0bHK$192.7bHK$38.6b7.9x10.9x2.2x
Sun, 24 Nov 2024HK$398.3bHK$194.0bHK$38.9b7.3x10.2x2.1x
Tue, 22 Oct 2024HK$407.0bHK$197.2bHK$39.2b7.8x10.4x2.1x
Thu, 19 Sep 2024HK$375.5bHK$197.5bHK$39.3b7.1x9.5x1.9x
Sat, 17 Aug 2024HK$396.2bHK$192.0bHK$37.5b7.8x10.6x2.1x
Mon, 15 Jul 2024HK$397.2bHK$190.7bHK$37.3b7.9x10.6x2.1x
Wed, 12 Jun 2024HK$395.9bHK$190.8bHK$37.4b7.9x10.6x2.1x
Fri, 10 May 2024HK$384.3bHK$191.3bHK$37.5b7.8x10.2x2x
Sun, 07 Apr 2024HK$357.2bHK$190.7bHK$37.0b7.1x9.6x1.9x
Tue, 05 Mar 2024HK$366.6bHK$177.0bHK$34.3b6.9x10.7x2.1x
Thu, 01 Feb 2024HK$358.0bHK$208.3bHK$35.2b7.3x10.2x1.7x
Sat, 30 Dec 2023HK$352.7bHK$208.9bHK$35.2b7.1x10x1.7x
Mon, 27 Nov 2023HK$340.3bHK$207.5bHK$34.9b6.8x9.7x1.6x
Wed, 25 Oct 2023HK$330.3bHK$203.6bHK$33.9b6.5x9.7x1.6x
Fri, 22 Sep 2023HK$348.5bHK$203.7bHK$34.0b6.6x10.3x1.7x
Sun, 20 Aug 2023HK$349.5bHK$202.2bHK$34.0b7.8x10.3x1.7x
Tue, 18 Jul 2023HK$359.5bHK$203.5bHK$34.1b7.2x10.5x1.8x
Thu, 15 Jun 2023HK$371.8bHK$214.7bHK$33.6b7.5x11.1x1.7x
Sat, 13 May 2023HK$402.4bHK$218.2bHK$34.2b8.5x11.8x1.8x
Mon, 10 Apr 2023HK$369.7bHK$224.4bHK$29.3b8.2x12.6x1.6x
Wed, 08 Mar 2023HK$379.5bHK$223.1bHK$38.3b6.1x9.9x1.7x
Fri, 03 Feb 2023HK$379.9bHK$226.8bHK$39.0b6.2x9.7x1.7x
Price to Earnings Ratio

9.7x


Total Market Cap: HK$379.9bTotal Earnings: HK$39.0bTotal Revenue: HK$226.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Infrastructure Industry Price to Earnings3Y Average 10.7x202420252026
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 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 4.9% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the Hong Kong Industrials industry?

HK Market0.82%
Industrials2.02%
Infrastructure3.03%
Highways and Railtracks3.62%
Marine Ports and Services2.66%
Airport Services1.61%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 9.9x.
    • Analysts are expecting annual earnings growth of 5.5%, which is higher than its past year's earnings decline of 3.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 119% over the next 5 years.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 5.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
177 Jiangsu ExpresswayHK$10.146.7%
+HK$3.2b		17.8%PE9.8x
144 China Merchants Port HoldingsHK$15.413.0%
+HK$1.9b		17.5%PE9.2x
2880 Liaoning PortHK$0.876.1%
+HK$1.2b		22.5%PE12.2x
6198 Qingdao Port InternationalHK$7.421.6%
+HK$778.9m		22.8%PE7.8x
576 Zhejiang ExpresswayHK$7.001.4%
+HK$603.8m		25.0%PE6.8x

Latest News

1199
HK$5.94
COSCO SHIPPING Ports
7D
2.1%
1Y
32.0%

1199: Future Returns Will Reflect Stable Margins And Slightly Refined Risk Assumptions

The analyst price target for COSCO SHIPPING Ports has been adjusted slightly to reflect updated fair value estimates of 6.11, a modest shift from 6.10, with analysts attributing the change to refined discount rate assumptions and minor adjustments to long term revenue growth, profit margin and P/E expectations. Valuation Changes Fair Value: updated to HK$6.11 from HK$6.10, a very small adjustment in the valuation estimate.
548
HK$7.37
Shenzhen Expressway
7D
3.2%
1Y
12.3%

Here's What To Make Of Shenzhen Expressway's (HKG:548) Decelerating Rates Of Return

Jan 20
Here's What To Make Of Shenzhen Expressway's (HKG:548) Decelerating Rates Of Return
144
HK$15.41
China Merchants Port Holdings
7D
3.0%
1Y
17.5%

China Merchants Port Holdings Company Limited's (HKG:144) Share Price Is Matching Sentiment Around Its Earnings

Jan 15
China Merchants Port Holdings Company Limited's (HKG:144) Share Price Is Matching Sentiment Around Its Earnings
6198
HK$7.42
Qingdao Port International
7D
1.6%
1Y
22.8%

Why Investors Shouldn't Be Surprised By Qingdao Port International Co., Ltd.'s (HKG:6198) Low P/E

Jan 13
Why Investors Shouldn't Be Surprised By Qingdao Port International Co., Ltd.'s (HKG:6198) Low P/E
177
HK$10.14
Jiangsu Expressway
7D
6.7%
1Y
17.8%

Is There An Opportunity With Jiangsu Expressway Company Limited's (HKG:177) 27% Undervaluation?

Jan 12
Is There An Opportunity With Jiangsu Expressway Company Limited's (HKG:177) 27% Undervaluation?
357
HK$10.60
Hainan Meilan International Airport
7D
-0.3%
1Y
34.2%
2880
HK$0.87
Liaoning Port
7D
6.1%
1Y
22.5%

Returns On Capital At Liaoning Port (HKG:2880) Paint A Concerning Picture

Jan 06
Returns On Capital At Liaoning Port (HKG:2880) Paint A Concerning Picture
107
HK$5.29
Sichuan Expressway
7D
3.3%
1Y
58.9%

Lacklustre Performance Is Driving Sichuan Expressway Company Limited's (HKG:107) Low P/E

Dec 31
Lacklustre Performance Is Driving Sichuan Expressway Company Limited's (HKG:107) Low P/E
576
HK$7.00
Zhejiang Expressway
7D
1.4%
1Y
25.0%

Slowing Rates Of Return At Zhejiang Expressway (HKG:576) Leave Little Room For Excitement

Dec 29
Slowing Rates Of Return At Zhejiang Expressway (HKG:576) Leave Little Room For Excitement
1785
HK$2.06
Chengdu Expressway
7D
-2.8%
1Y
-7.6%
6888
HK$0.14
Freetech Road Recycling Technology (Holdings)
7D
-4.6%
1Y
-20.0%
498
HK$0.16
Blue River Holdings
7D
-8.0%
1Y
46.4%

Does Blue River Holdings (HKG:498) Have A Healthy Balance Sheet?

Dec 11
Does Blue River Holdings (HKG:498) Have A Healthy Balance Sheet?
517
HK$6.39
COSCO SHIPPING International (Hong Kong)
7D
-0.2%
1Y
45.6%

Estimating The Fair Value Of COSCO SHIPPING International (Hong Kong) Co., Ltd. (HKG:517)

Dec 02
Estimating The Fair Value Of COSCO SHIPPING International (Hong Kong) Co., Ltd. (HKG:517)
8502
HK$0.29
Ocean Line Port Development
7D
-1.7%
1Y
0%

Ocean Line Port Development Limited's (HKG:8502) Low P/E No Reason For Excitement

Nov 03
Ocean Line Port Development Limited's (HKG:8502) Low P/E No Reason For Excitement
737
HK$1.86
Shenzhen Investment Holdings Bay Area Development
7D
-1.1%
1Y
-1.1%