Narrative Update • Jun 25
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Hong Kong (HSI) Logistics Industry Analysis
UpdatedJul 01, 2026
DataAggregated Company Financials
Companies23
- 7D-0.2%
- 3M-18.2%
- 1Y-4.6%
- YTD-14.8%
Over the last 7 days, the Logistics industry has remained flat, although notably Sinotrans declined by 5.0%. Unfortunately though, the industry is down 4.6% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the Hong Kong Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | HK$214.3b | HK$594.7b | HK$15.7b | 16.7x | 13.7x | 0.4x |
| Fri, 29 May 2026 | HK$229.9b | HK$594.9b | HK$15.7b | 14.4x | 14.7x | 0.4x |
| Sun, 26 Apr 2026 | HK$261.7b | HK$578.3b | HK$15.0b | 15.7x | 17.4x | 0.5x |
| Tue, 24 Mar 2026 | HK$236.2b | HK$565.7b | HK$14.7b | 12.3x | 16x | 0.4x |
| Thu, 19 Feb 2026 | HK$242.7b | HK$551.7b | HK$14.4b | 14.5x | 16.9x | 0.4x |
| Sat, 17 Jan 2026 | HK$248.5b | HK$547.3b | HK$14.2b | 14.3x | 17.5x | 0.5x |
| Mon, 15 Dec 2025 | HK$245.3b | HK$541.6b | HK$14.1b | 15.8x | 17.4x | 0.5x |
| Wed, 12 Nov 2025 | HK$247.3b | HK$525.9b | HK$14.1b | 16.3x | 17.5x | 0.5x |
| Fri, 10 Oct 2025 | HK$249.1b | HK$531.5b | HK$14.3b | 15.5x | 17.4x | 0.5x |
| Sun, 07 Sep 2025 | HK$245.6b | HK$532.2b | HK$14.3b | 14.3x | 17.2x | 0.5x |
| Tue, 05 Aug 2025 | HK$256.3b | HK$523.4b | HK$13.5b | 12.1x | 19x | 0.5x |
| Thu, 03 Jul 2025 | HK$218.2b | HK$523.8b | HK$13.5b | 11.4x | 16.1x | 0.4x |
| Sat, 31 May 2025 | HK$209.2b | HK$522.3b | HK$13.5b | 11.3x | 15.5x | 0.4x |
| Mon, 28 Apr 2025 | HK$185.7b | HK$508.1b | HK$13.1b | 11.1x | 14.1x | 0.4x |
| Wed, 26 Mar 2025 | HK$193.0b | HK$506.9b | HK$13.1b | 13.2x | 14.7x | 0.4x |
| Fri, 21 Feb 2025 | HK$205.7b | HK$497.7b | HK$8.1b | 11.5x | 25.3x | 0.4x |
| Sun, 19 Jan 2025 | HK$196.6b | HK$494.9b | HK$8.0b | 11.1x | 24.4x | 0.4x |
| Tue, 17 Dec 2024 | HK$202.8b | HK$496.3b | HK$8.1b | 11.2x | 25.1x | 0.4x |
| Thu, 14 Nov 2024 | HK$217.2b | HK$497.4b | HK$6.1b | 10.7x | 35.7x | 0.4x |
| Sat, 12 Oct 2024 | HK$209.8b | HK$498.7b | HK$6.3b | 10.5x | 33.2x | 0.4x |
| Mon, 09 Sep 2024 | HK$177.5b | HK$499.4b | HK$6.3b | 11.3x | 28x | 0.4x |
| Wed, 07 Aug 2024 | HK$164.5b | HK$466.8b | -HK$2,561,976,956.09 | 7.7x | -64.2x | 0.4x |
| Fri, 05 Jul 2024 | HK$188.5b | HK$461.5b | -HK$2,648,329,208.52 | 8x | -71.2x | 0.4x |
| Sun, 02 Jun 2024 | HK$196.8b | HK$464.5b | -HK$2,574,846,810.10 | 10x | -76.5x | 0.4x |
| Tue, 30 Apr 2024 | HK$180.1b | HK$462.0b | -HK$2,867,164,962.37 | 10.2x | -62.8x | 0.4x |
| Thu, 28 Mar 2024 | HK$216.6b | HK$462.3b | -HK$2,713,086,805.25 | 7x | -79.8x | 0.5x |
| Sat, 24 Feb 2024 | HK$121.9b | HK$403.5b | HK$4.8b | 8.6x | 25.6x | 0.3x |
| Mon, 22 Jan 2024 | HK$117.7b | HK$405.3b | HK$4.7b | 9.1x | 25x | 0.3x |
| Wed, 20 Dec 2023 | HK$125.2b | HK$403.8b | HK$4.7b | 7.3x | 26.7x | 0.3x |
| Fri, 17 Nov 2023 | HK$124.3b | HK$395.0b | HK$4.3b | 7.3x | 28.7x | 0.3x |
| Sun, 15 Oct 2023 | HK$123.3b | HK$394.3b | HK$4.6b | 8x | 27x | 0.3x |
| Tue, 12 Sep 2023 | HK$130.0b | HK$392.1b | HK$4.4b | 8.2x | 29.9x | 0.3x |
| Thu, 10 Aug 2023 | HK$143.3b | HK$407.2b | HK$4.7b | 8.4x | 30.8x | 0.4x |
| Sat, 08 Jul 2023 | HK$140.0b | HK$396.8b | HK$4.2b | 7.8x | 33.2x | 0.4x |
Price to Earnings Ratio
33.2x
Current Industry PE
- Investors are optimistic on the Hong Kong Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.7x which is higher than its 3-year average PE of 10.5x.
- The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have grown 55% per year over the last three years.
- Revenues for these companies have grown 14% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | -3.20% | |
| Industrials | -3.30% | |
| Logistics | -0.20% | |
| Air Freight and Logistics | -0.20% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1519 J&T Global Express | HK$8.36 | 2.6% +HK$1.9b | 23.3% | PE52x | |
| 2482 Logory Logistics Technology | HK$0.60 | 34.8% +HK$216.1m | -37.5% | PE16.7x | |
| 6083 World-Link Logistics (Asia) Holding | HK$0.95 | 18.8% +HK$75.3m | 239.3% | PE26.6x | |
| 8620 Asia-express Logistics Holdings | HK$0.16 | 58.3% +HK$31.7m | 126.4% | PS0.3x | |
| 500 Frontier Services Group | HK$0.059 | 1.7% +HK$2.4m | -39.2% | PS0.2x |