Narrative Update • Sep 19

Over the last 7 days, the Air Freight and Logistics industry has dropped 2.5%, driven by J&T Global Express declining 3.9%. In contrast, Hangzhou SF Intra-city Industrial has gained 5.3%. However, the industry is down 16% over the past year. Looking forward, earnings are forecast to grow by 16% annually.
Has the Hong Kong Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | HK$229.8b | HK$634.2b | HK$17.5b | 15.1x | 13.1x | 0.4x |
| Thu, 20 Aug 2026 | HK$247.5b | HK$612.5b | HK$16.2b | 9.2x | 15.3x | 0.4x |
| Sat, 18 Jul 2026 | HK$237.7b | HK$595.4b | HK$15.7b | 15.2x | 15.1x | 0.4x |
| Mon, 15 Jun 2026 | HK$224.4b | HK$596.1b | HK$15.7b | 14.1x | 14.3x | 0.4x |
| Wed, 13 May 2026 | HK$252.5b | HK$578.1b | HK$15.2b | 16.4x | 16.7x | 0.4x |
| Fri, 10 Apr 2026 | HK$262.3b | HK$578.1b | HK$15.1b | 13.2x | 17.4x | 0.5x |
| Sun, 08 Mar 2026 | HK$243.5b | HK$565.6b | HK$14.7b | 13.7x | 16.5x | 0.4x |
| Tue, 03 Feb 2026 | HK$235.4b | HK$549.4b | HK$14.3b | 13.1x | 16.5x | 0.4x |
| Thu, 01 Jan 2026 | HK$238.7b | HK$544.6b | HK$14.2b | 13.9x | 16.9x | 0.4x |
| Sat, 29 Nov 2025 | HK$236.9b | HK$540.5b | HK$14.0b | 16.2x | 16.9x | 0.4x |
| Mon, 27 Oct 2025 | HK$248.2b | HK$530.9b | HK$14.3b | 15.5x | 17.4x | 0.5x |
| Wed, 24 Sep 2025 | HK$251.8b | HK$532.2b | HK$14.3b | 18x | 17.7x | 0.5x |
| Fri, 22 Aug 2025 | HK$258.2b | HK$528.6b | HK$13.6b | 12x | 19x | 0.5x |
| Sun, 20 Jul 2025 | HK$249.4b | HK$523.2b | HK$13.5b | 12.2x | 18.5x | 0.5x |
| Tue, 17 Jun 2025 | HK$211.3b | HK$523.5b | HK$13.5b | 10.5x | 15.6x | 0.4x |
| Thu, 15 May 2025 | HK$196.2b | HK$518.9b | HK$13.6b | 11x | 14.4x | 0.4x |
| Sat, 12 Apr 2025 | HK$184.5b | HK$507.4b | HK$13.1b | 11.1x | 14.1x | 0.4x |
| Mon, 10 Mar 2025 | HK$198.7b | HK$508.4b | HK$13.1b | 12.2x | 15.1x | 0.4x |
| Wed, 05 Feb 2025 | HK$203.2b | HK$498.9b | HK$8.2b | 12.2x | 24.9x | 0.4x |
| Fri, 03 Jan 2025 | HK$193.6b | HK$495.7b | HK$8.1b | 9.5x | 24x | 0.4x |
| Sun, 01 Dec 2024 | HK$202.2b | HK$498.8b | HK$8.2b | 11.6x | 24.8x | 0.4x |
| Tue, 29 Oct 2024 | HK$218.8b | HK$501.1b | HK$6.2b | 10.5x | 35.5x | 0.4x |
| Thu, 26 Sep 2024 | HK$189.0b | HK$502.1b | HK$6.4b | 10.8x | 29.6x | 0.4x |
| Sat, 24 Aug 2024 | HK$182.2b | HK$484.1b | HK$5.7b | 7.7x | 32x | 0.4x |
| Mon, 22 Jul 2024 | HK$174.7b | HK$461.6b | -HK$2,648,764,443.38 | 7.5x | -65.9x | 0.4x |
| Wed, 19 Jun 2024 | HK$201.6b | HK$461.9b | -HK$2,651,081,113.12 | 9x | -76x | 0.4x |
| Fri, 17 May 2024 | HK$207.9b | HK$463.6b | -HK$2,626,393,443.65 | 9.3x | -79.1x | 0.4x |
| Sun, 14 Apr 2024 | HK$216.9b | HK$462.7b | -HK$2,869,874,896.59 | 11.1x | -75.6x | 0.5x |
| Tue, 12 Mar 2024 | HK$122.3b | HK$408.5b | HK$5.5b | 9.8x | 22.2x | 0.3x |
| Thu, 08 Feb 2024 | HK$117.7b | HK$407.3b | HK$4.8b | 8.7x | 24.5x | 0.3x |
| Sat, 06 Jan 2024 | HK$131.1b | HK$406.2b | HK$4.7b | 9.9x | 27.7x | 0.3x |
| Mon, 04 Dec 2023 | HK$123.3b | HK$407.3b | HK$4.9b | 7.8x | 25x | 0.3x |
| Wed, 01 Nov 2023 | HK$117.0b | HK$393.2b | HK$4.3b | 7.2x | 27.3x | 0.3x |
| Fri, 29 Sep 2023 | HK$125.0b | HK$396.6b | HK$4.8b | 7.4x | 26.3x | 0.3x |
26.3x
How does Hong Kong Air Freight and Logistics compare with similar industries?
| HK Market | -0.71% | |
| Industrials | -1.11% | |
| Logistics | -2.49% | |
| Air Freight and Logistics | -2.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9699 Hangzhou SF Intra-city Industrial | HK$9.11 | 1.1% +HK$86.9m | -34.8% | PE14.5x | |
| 1529 Yues International Holdings Group | HK$0.91 | 3.4% +HK$20.0m | 77.5% | PS1.7x | |
| 6123 YTO International Express and Supply Chain Technology | HK$1.16 | 4.1% +HK$18.8m | 3.1% | PS0.1x | |
| 1292 Changan Minsheng APLL Logistics | HK$1.86 | 2.2% +HK$8.1m | -58.3% | PE15.1x | |
| 8348 Tianjin Binhai Teda Logistics (Group) | HK$0.32 | 6.7% +HK$7.1m | -30.4% | PS0.08x |