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Hong Kong (HSI) Logistics Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies23
  • 7D-2.0%
  • 3M1.4%
  • 1Y28.9%
  • YTD4.5%

Over the last 7 days, the Logistics industry has dropped 2.0%, driven by a pullback from J&T Global Express of 5.0%. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 Jan 2026HK$248.5bHK$547.2bHK$14.2b14.3x17.5x0.5x
Wed, 17 Dec 2025HK$242.1bHK$542.0bHK$14.1b15.8x17.2x0.4x
Fri, 14 Nov 2025HK$247.4bHK$527.0bHK$14.2b15.5x17.5x0.5x
Sun, 12 Oct 2025HK$244.0bHK$531.0bHK$14.3b14.5x17.1x0.5x
Tue, 09 Sep 2025HK$249.4bHK$532.2bHK$14.3b14.3x17.5x0.5x
Thu, 07 Aug 2025HK$253.8bHK$523.0bHK$13.5b12x18.8x0.5x
Sat, 05 Jul 2025HK$222.8bHK$524.1bHK$13.5b11.4x16.5x0.4x
Mon, 02 Jun 2025HK$209.2bHK$521.9bHK$13.5b11.3x15.5x0.4x
Wed, 30 Apr 2025HK$187.2bHK$508.9bHK$13.2b11.6x14.2x0.4x
Fri, 28 Mar 2025HK$197.0bHK$497.1bHK$13.2b12.6x15x0.4x
Sun, 23 Feb 2025HK$212.5bHK$497.7bHK$8.1b11.5x26.1x0.4x
Tue, 21 Jan 2025HK$199.0bHK$495.3bHK$8.1b11.1x24.7x0.4x
Thu, 19 Dec 2024HK$203.6bHK$496.0bHK$8.1b11.2x25.2x0.4x
Sat, 16 Nov 2024HK$203.7bHK$499.8bHK$8.2b11.1x24.8x0.4x
Mon, 14 Oct 2024HK$209.7bHK$499.0bHK$6.3b10.5x33.1x0.4x
Wed, 11 Sep 2024HK$174.3bHK$497.8bHK$6.3b11.7x27.7x0.4x
Fri, 09 Aug 2024HK$164.4bHK$471.1b-HK$1,248,716,694.597.4x-131.7x0.3x
Sun, 07 Jul 2024HK$186.3bHK$461.8b-HK$2,649,304,389.428.1x-70.3x0.4x
Tue, 04 Jun 2024HK$201.0bHK$464.3b-HK$2,577,921,363.8010.4x-78x0.4x
Thu, 02 May 2024HK$175.4bHK$463.2b-HK$3,054,776,305.6810.2x-57.4x0.4x
Sat, 30 Mar 2024HK$214.1bHK$463.0b-HK$2,560,791,871.9211.3x-83.6x0.5x
Mon, 26 Feb 2024HK$121.9bHK$403.6bHK$4.8b8.6x25.5x0.3x
Wed, 24 Jan 2024HK$113.7bHK$404.7bHK$4.7b8.9x24.1x0.3x
Fri, 22 Dec 2023HK$127.3bHK$405.4bHK$4.7b8.4x27x0.3x
Sun, 19 Nov 2023HK$123.4bHK$396.8bHK$4.3b7.4x28.4x0.3x
Tue, 17 Oct 2023HK$123.3bHK$394.3bHK$4.6b8x27x0.3x
Thu, 14 Sep 2023HK$129.9bHK$393.0bHK$4.4b8.2x29.8x0.3x
Sat, 12 Aug 2023HK$141.8bHK$406.1bHK$4.6b8.3x30.5x0.3x
Mon, 10 Jul 2023HK$140.2bHK$396.6bHK$4.2b7.8x33.2x0.4x
Wed, 07 Jun 2023HK$144.9bHK$401.7bHK$4.2b7.3x34.1x0.4x
Fri, 05 May 2023HK$151.4bHK$411.3bHK$4.3b7.4x35.1x0.4x
Sun, 02 Apr 2023HK$158.4bHK$414.5bHK$4.3b7.3x36.5x0.4x
Tue, 28 Feb 2023HK$157.9bHK$398.7bHK$4.8b7.6x33.1x0.4x
Thu, 26 Jan 2023HK$177.0bHK$405.4bHK$4.8b8.6x36.8x0.4x
Price to Earnings Ratio

36.8x


Total Market Cap: HK$177.0bTotal Earnings: HK$4.8bTotal Revenue: HK$405.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Logistics Industry Price to Earnings3Y Average 13.4x202420252026
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 17.5x which is higher than its 3-year average PE of 13.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 44% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market1.58%
Industrials1.51%
Logistics-1.97%
Air Freight and Logistics-1.97%
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?

CompanyLast Price7D1YValuation
598 SinotransHK$5.153.6%
+HK$1.3b		37.7%PE8.8x
2516 FAR International Holdings GroupHK$1.3816.9%
+HK$187.2m		51.6%PE68.6x
3399 Guangdong Yueyun TransportationHK$1.693.0%
+HK$40.0m		29.0%PE5x
1737 A & S Group (Holdings)HK$0.1112.8%
+HK$12.0m		1.9%PS0.2x
2246 Gogox HoldingsHK$2.146.5%
+HK$8.6m		-49.0%PS0.2x

Latest News

9699
HK$11.70
Hangzhou SF Intra-city Industrial
7D
-3.5%
1Y
26.2%

Is There Now An Opportunity In Hangzhou SF Intra-city Industrial Co., Ltd. (HKG:9699)?

Jan 17
Is There Now An Opportunity In Hangzhou SF Intra-city Industrial Co., Ltd. (HKG:9699)?
636
HK$7.11
KLN Logistics Group
7D
-3.0%
1Y
3.8%

KLN Logistics Group's (HKG:636) Returns On Capital Are Heading Higher

Jan 16
KLN Logistics Group's (HKG:636) Returns On Capital Are Heading Higher
8292
HK$0.36
VSING
7D
-12.2%
1Y
414.3%
1737
HK$0.11
A & S Group (Holdings)
7D
12.8%
1Y
1.9%

A Look At The Fair Value Of A & S Group (Holdings) Limited (HKG:1737)

Jan 16
A Look At The Fair Value Of A & S Group (Holdings) Limited (HKG:1737)
8482
HK$0.15
Wan Leader International
7D
23.0%
1Y
-18.4%
1292
HK$3.75
Changan Minsheng APLL Logistics
7D
-1.6%
1Y
56.9%
1519
HK$11.40
J&T Global Express
7D
-5.0%
1Y
80.1%

1519: Higher Margins And Parcel Volumes Will Likely Not Resolve Overvaluation Risk

Analysts have lifted their price target for J&T Global Express to US$8.53 from US$8.39, reflecting updated views that combine slightly adjusted revenue growth expectations with higher projected profit margins and a lower assumed future P/E multiple. What's in the News J&T Global Express reported operating results for the third quarter ended September 30, 2025, giving investors fresh company level data to work with (Key Developments).
2516
HK$1.38
FAR International Holdings Group
7D
16.9%
1Y
51.6%
598
HK$5.15
Sinotrans
7D
3.6%
1Y
37.7%

598: Capital Restructuring And Share Buybacks Will Guide Future Returns Outlook

Analysts have raised their price target on Sinotrans slightly to reflect modestly higher long term discount rate assumptions and a marginally lower future price to earnings multiple, while keeping fair value estimates broadly unchanged. What's in the News Shareholders approved a reduction of registered capital and amendments to the Articles of Association at the 29 December 2025 extraordinary general meeting, formalizing earlier proposals on capital structure changes (Key Developments).
1529
HK$0.60
Yues International Holdings Group
7D
1.7%
1Y
140.0%
2618
HK$11.51
JD Logistics
7D
-0.8%
1Y
-6.7%
8489
HK$0.35
Grand Power Logistics Group
7D
-10.1%
1Y
166.9%
2482
HK$0.62
Logory Logistics Technology
7D
-4.6%
1Y
-34.0%

Logory Logistics Technology (HKG:2482) Might Have The Makings Of A Multi-Bagger

Dec 08
Logory Logistics Technology (HKG:2482) Might Have The Makings Of A Multi-Bagger
2246
HK$2.14
Gogox Holdings
7D
6.5%
1Y
-49.0%

Some Gogox Holdings Limited (HKG:2246) Shareholders Look For Exit As Shares Take 27% Pounding

Nov 04
Some Gogox Holdings Limited (HKG:2246) Shareholders Look For Exit As Shares Take 27% Pounding
2130
HK$3.30
CN Logistics International Holdings
7D
0.6%
1Y
-3.5%

Some May Be Optimistic About CN Logistics International Holdings' (HKG:2130) Earnings

Sep 29
Some May Be Optimistic About CN Logistics International Holdings' (HKG:2130) Earnings
3399
HK$1.69
Guangdong Yueyun Transportation
7D
3.0%
1Y
29.0%