Narrative Update • Jun 11

Over the last 7 days, the Air Freight and Logistics industry has dropped 3.4%, driven by pullbacks in J&T Global Express and JD Logistics of 7.3% and 7.1%, respectively. On the other hand Frontier Services Group is actually up 11%. This takes the industry's 12 month performance to a gain of 4.1%. Looking forward, earnings are forecast to grow by 17% 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, 23 Jun 2026 | HK$215.8b | HK$595.5b | HK$15.7b | 12.3x | 13.7x | 0.4x |
| Thu, 21 May 2026 | HK$236.7b | HK$593.2b | HK$15.6b | 14.8x | 15.1x | 0.4x |
| Sat, 18 Apr 2026 | HK$267.4b | HK$578.9b | HK$15.1b | 15.6x | 17.7x | 0.5x |
| Mon, 16 Mar 2026 | HK$246.0b | HK$566.4b | HK$14.8b | 13.6x | 16.7x | 0.4x |
| Wed, 11 Feb 2026 | HK$247.8b | HK$551.7b | HK$14.4b | 14.1x | 17.3x | 0.4x |
| Fri, 09 Jan 2026 | HK$251.4b | HK$546.1b | HK$14.2b | 14.7x | 17.7x | 0.5x |
| Sun, 07 Dec 2025 | HK$249.6b | HK$540.8b | HK$14.0b | 15.7x | 17.8x | 0.5x |
| Tue, 04 Nov 2025 | HK$249.8b | HK$525.8b | HK$14.1b | 16.3x | 17.7x | 0.5x |
| Thu, 02 Oct 2025 | HK$247.8b | HK$531.8b | HK$14.3b | 17x | 17.3x | 0.5x |
| Sat, 30 Aug 2025 | HK$249.4b | HK$527.5b | HK$13.8b | 14.3x | 18x | 0.5x |
| Mon, 28 Jul 2025 | HK$256.5b | HK$523.8b | HK$13.5b | 12.5x | 19x | 0.5x |
| Wed, 25 Jun 2025 | HK$209.9b | HK$523.8b | HK$13.5b | 10.3x | 15.5x | 0.4x |
| Fri, 23 May 2025 | HK$194.3b | HK$520.7b | HK$13.4b | 11x | 14.5x | 0.4x |
| Sun, 20 Apr 2025 | HK$180.8b | HK$507.8b | HK$13.1b | 11.4x | 13.8x | 0.4x |
| Tue, 18 Mar 2025 | HK$201.1b | HK$508.2b | HK$13.2b | 12.6x | 15.3x | 0.4x |
| Thu, 13 Feb 2025 | HK$211.2b | HK$495.9b | HK$8.1b | 12x | 26.2x | 0.4x |
| Sat, 11 Jan 2025 | HK$192.5b | HK$494.6b | HK$8.0b | 10.2x | 24x | 0.4x |
| Mon, 09 Dec 2024 | HK$207.3b | HK$497.3b | HK$8.1b | 11.6x | 25.6x | 0.4x |
| Wed, 06 Nov 2024 | HK$220.3b | HK$502.4b | HK$6.2b | 10.3x | 35.6x | 0.4x |
| Fri, 04 Oct 2024 | HK$220.6b | HK$500.5b | HK$6.4b | 10.4x | 34.7x | 0.4x |
| Sun, 01 Sep 2024 | HK$175.7b | HK$492.2b | HK$6.4b | 11.4x | 27.4x | 0.4x |
| Tue, 30 Jul 2024 | HK$164.3b | HK$462.2b | -HK$2,641,932,694.25 | 7.5x | -62.2x | 0.4x |
| Thu, 27 Jun 2024 | HK$184.4b | HK$461.5b | -HK$2,647,673,907.82 | 7.7x | -69.7x | 0.4x |
| Sat, 25 May 2024 | HK$203.6b | HK$462.7b | -HK$2,646,708,080.05 | 9.6x | -76.9x | 0.4x |
| Mon, 22 Apr 2024 | HK$187.0b | HK$462.4b | -HK$2,869,836,212.81 | 10.6x | -65.2x | 0.4x |
| Wed, 20 Mar 2024 | HK$119.4b | HK$408.8b | HK$5.7b | 7.1x | 21x | 0.3x |
| Fri, 16 Feb 2024 | HK$116.0b | HK$406.9b | HK$4.8b | 8.6x | 24.2x | 0.3x |
| Sun, 14 Jan 2024 | HK$126.4b | HK$404.9b | HK$4.7b | 9.2x | 26.8x | 0.3x |
| Tue, 12 Dec 2023 | HK$123.6b | HK$405.0b | HK$4.9b | 7.4x | 25.2x | 0.3x |
| Thu, 09 Nov 2023 | HK$119.7b | HK$394.4b | HK$4.3b | 7.3x | 27.8x | 0.3x |
| Sat, 07 Oct 2023 | HK$125.0b | HK$394.8b | HK$4.6b | 7.6x | 27.3x | 0.3x |
| Mon, 04 Sep 2023 | HK$133.9b | HK$394.3b | HK$4.4b | 8.5x | 30.6x | 0.3x |
| Wed, 02 Aug 2023 | HK$151.7b | HK$408.0b | HK$4.7b | 8.6x | 32.6x | 0.4x |
| Fri, 30 Jun 2023 | HK$142.6b | HK$396.6b | HK$4.2b | 8x | 33.8x | 0.4x |
33.8x
How does Hong Kong Air Freight and Logistics compare with similar industries?
| HK Market | -4.48% | |
| Industrials | -3.77% | |
| Logistics | -7.14% | |
| Air Freight and Logistics | -7.14% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1529 Yues International Holdings Group | HK$0.40 | 8.2% +HK$20.0m | 33.9% | PS0.7x | |
| 8292 VSING | HK$0.23 | 2.3% +HK$5.4m | -54.1% | PS1x |