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Hong Kong (HSI) Logistics Industry Analysis
UpdatedMay 22, 2022
DataAggregated Company Financials
Companies21
- 7D2.0%
- 3M-29.6%
- 1Y-28.3%
- YTD-33.6%
Over the last 7 days, the Logistics industry has risen 2.0%, driven by gains from JD Logistics of 1.9%. During this same period, the Frontier Services Group underperformed, falling 6.5%. In contrast, the industry has lost 28% in the last 12 months. Earnings are forecast to grow by 53% annually.
Industry Valuation and Performance
Has the Hong Kong Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 22 May 2022 | HK$165.7b | HK$397.6b | -HK$849,143,320.00 | 8.2x |
| Tue, 19 Apr 2022 | HK$187.9b | HK$405.6b | -HK$13,141,666,602.00 | 8.6x |
| Thu, 17 Mar 2022 | HK$197.4b | HK$382.0b | -HK$11,037,481,558.00 | 6.3x |
| Sat, 12 Feb 2022 | HK$232.1b | HK$364.0b | -HK$16,314,549,811.00 | 7.1x |
| Mon, 10 Jan 2022 | HK$231.2b | HK$363.0b | -HK$16,241,487,933.00 | 6.6x |
| Wed, 08 Dec 2021 | HK$226.1b | HK$357.0b | -HK$15,308,424,170.00 | 7.3x |
| Fri, 05 Nov 2021 | HK$263.2b | HK$355.0b | -HK$15,172,800,505.00 | 6.5x |
| Sun, 03 Oct 2021 | HK$283.3b | HK$337.0b | -HK$15,108,989,731.00 | 5.8x |
| Tue, 31 Aug 2021 | HK$301.8b | HK$335.9b | -HK$15,023,728,392.27 | 8.6x |
| Wed, 07 Jul 2021 | HK$355.2b | HK$335.9b | -HK$15,023,728,392.27 | 8.7x |
| Sat, 10 Apr 2021 | HK$85.6b | HK$205.2b | HK$7.5b | 10.3x |
| Fri, 01 Jan 2021 | HK$73.0b | HK$180.3b | HK$5.9b | 13.6x |
| Mon, 05 Oct 2020 | HK$57.6b | HK$167.8b | HK$5.4b | 10.1x |
| Thu, 09 Jul 2020 | HK$46.4b | HK$152.9b | HK$4.4b | 11.7x |
| Wed, 01 Apr 2020 | HK$47.9b | HK$147.2b | HK$5.4b | 10.6x |
| Sat, 04 Jan 2020 | HK$60.9b | HK$150.4b | HK$6.8b | 13.2x |
| Tue, 08 Oct 2019 | HK$58.7b | HK$148.2b | HK$7.2b | 12.1x |
| Mon, 01 Jul 2019 | HK$68.0b | HK$153.2b | HK$7.7b | 14.5x |
Median PE Ratio
13.6x
Current Industry PE
- Investors are relatively neutral on the 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 10.8x.
Past Earnings Growth
- Total earnings for the Logistics industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 37% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 3.37% | |
| Industrials | 3.92% | |
| Logistics | 1.97% | |
| Air Freight and Logistics | 1.97% | |
Industry PE
- Investors are most optimistic about the Air Freight and Logistics industry even though it's trading below its 3-year average PE ratio of 10.8x.
- Analysts are expecting annual earnings growth of 53%, which is higher than its past year's earnings growth of 33% per year.
Forecasted Growth
- Analysts are most optimistic on the Air Freight and Logistics industry, expecting annual earnings growth of 53% over the next 5 years.
- This is better than its past earnings growth rate of 33% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2618 JD Logistics | HK$15.24 | 1.9% +HK$1.6b | n/a | PS0.7x | |
| 598 Sinotrans | HK$2.38 | 3.5% +HK$585.7m | -34.4% | PS3.9x | |
| 636 Kerry Logistics Network | HK$17.38 | 1.3% +HK$397.6m | -26.0% | PS9.9x | |
| 9699 Hangzhou SF Intra-city Industrial | HK$6.38 | 2.7% +HK$158.7m | n/a | PS0.6x | |
| 2130 CN Logistics International Holdings | HK$9.05 | 4.0% +HK$96.6m | 16.3% | PS30x |
