Returns On Capital Are Showing Encouraging Signs At COSCO SHIPPING Holdings (HKG:1919)
May 20
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Hong Kong (HSI) Marine and Shipping Industry Analysis
UpdatedMay 22, 2025
DataAggregated Company Financials
Companies15
- 7D6.9%
- 3M25.9%
- 1Y15.1%
- YTD20.3%
The Marine and Shipping industry is up 6.9% in the last week, with COSCO SHIPPING Holdings up 6.7%. Meanwhile, LC Logistics actually underperformed within the industry, shrinking 6.2% in the last week. In the last 12 months, the industry was up 15%. As for the next few years, earnings are forecast to decline by 33% per annum.
Industry Valuation and Performance
Has the Hong Kong Marine and Shipping Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 22 May 2025 | HK$463.5b | HK$412.8b | HK$91.9b | 5.6x | 5x | 1.1x |
| Sat, 19 Apr 2025 | HK$376.1b | HK$395.9b | HK$85.2b | 6x | 4.4x | 0.9x |
| Mon, 17 Mar 2025 | HK$384.2b | HK$373.9b | HK$72.4b | 7.3x | 5.3x | 1x |
| Wed, 12 Feb 2025 | HK$384.1b | HK$349.4b | HK$56.5b | 7.4x | 6.8x | 1.1x |
| Fri, 10 Jan 2025 | HK$377.4b | HK$348.1b | HK$56.3b | 8x | 6.7x | 1.1x |
| Sun, 08 Dec 2024 | HK$377.8b | HK$350.0b | HK$56.7b | 8x | 6.7x | 1.1x |
| Tue, 05 Nov 2024 | HK$417.6b | HK$355.4b | HK$57.7b | 8.9x | 7.2x | 1.2x |
| Thu, 03 Oct 2024 | HK$419.3b | HK$317.1b | HK$40.6b | 8.3x | 10.3x | 1.3x |
| Sat, 31 Aug 2024 | HK$355.3b | HK$306.7b | HK$39.7b | 8.5x | 9x | 1.2x |
| Mon, 29 Jul 2024 | HK$351.2b | HK$299.9b | HK$41.2b | 12.4x | 8.5x | 1.2x |
| Wed, 26 Jun 2024 | HK$428.8b | HK$299.5b | HK$41.0b | 14.7x | 10.5x | 1.4x |
| Fri, 24 May 2024 | HK$401.5b | HK$300.1b | HK$41.1b | 13.6x | 9.8x | 1.3x |
| Sun, 21 Apr 2024 | HK$311.9b | HK$300.0b | HK$41.6b | 13.1x | 7.5x | 1x |
| Tue, 19 Mar 2024 | HK$312.9b | HK$378.0b | HK$85.0b | 9.6x | 3.7x | 0.8x |
| Thu, 15 Feb 2024 | HK$292.0b | HK$387.1b | HK$91.0b | 6.5x | 3.2x | 0.8x |
| Sat, 13 Jan 2024 | HK$288.8b | HK$387.8b | HK$91.1b | 6.2x | 3.2x | 0.7x |
| Mon, 11 Dec 2023 | HK$272.4b | HK$384.4b | HK$90.8b | 5.7x | 3x | 0.7x |
| Wed, 08 Nov 2023 | HK$268.3b | HK$381.2b | HK$90.3b | 5.8x | 3x | 0.7x |
| Fri, 06 Oct 2023 | HK$282.9b | HK$448.7b | HK$119.3b | 6.1x | 2.4x | 0.6x |
| Sun, 03 Sep 2023 | HK$288.5b | HK$451.4b | HK$120.0b | 6.2x | 2.4x | 0.6x |
| Tue, 01 Aug 2023 | HK$318.2b | HK$584.2b | HK$196.0b | 6.4x | 1.6x | 0.5x |
| Thu, 29 Jun 2023 | HK$300.8b | HK$582.1b | HK$195.8b | 4.2x | 1.5x | 0.5x |
| Sat, 27 May 2023 | HK$307.1b | HK$591.4b | HK$198.3b | 4.1x | 1.5x | 0.5x |
| Mon, 24 Apr 2023 | HK$378.1b | HK$668.2b | HK$224.5b | 4.1x | 1.7x | 0.6x |
| Wed, 22 Mar 2023 | HK$340.8b | HK$706.3b | HK$235.1b | 3.1x | 1.4x | 0.5x |
| Fri, 17 Feb 2023 | HK$329.2b | HK$708.3b | HK$238.8b | 2.4x | 1.4x | 0.5x |
| Sun, 15 Jan 2023 | HK$332.1b | HK$715.5b | HK$240.6b | 2.6x | 1.4x | 0.5x |
| Tue, 13 Dec 2022 | HK$370.5b | HK$693.7b | HK$234.3b | 2.7x | 1.6x | 0.5x |
| Thu, 10 Nov 2022 | HK$328.0b | HK$682.8b | HK$231.7b | 1.9x | 1.4x | 0.5x |
| Sat, 08 Oct 2022 | HK$332.0b | HK$676.2b | HK$231.9b | 2.2x | 1.4x | 0.5x |
| Mon, 05 Sep 2022 | HK$394.9b | HK$690.1b | HK$235.8b | 2.5x | 1.7x | 0.6x |
| Wed, 03 Aug 2022 | HK$489.6b | HK$623.1b | HK$192.9b | 4.1x | 2.5x | 0.8x |
| Fri, 01 Jul 2022 | HK$459.8b | HK$622.6b | HK$191.6b | 3.7x | 2.4x | 0.7x |
| Sun, 29 May 2022 | HK$546.3b | HK$622.8b | HK$191.7b | 4.7x | 2.9x | 0.9x |
Price to Earnings Ratio
2.9x
Current Industry PE
- Investors are optimistic on the Hong Kong Shipping industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 5.0x which is higher than its 3-year average PE of 4.3x.
- The 3-year average PS ratio of 0.82x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Shipping industry have declined 22% per year over the last three years,
- Revenues have also declined 13% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 1.56% | |
| Industrials | 1.51% | |
| Marine and Shipping | 6.87% | |
| Marine | 6.87% | |
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 | |
|---|---|---|---|---|---|
| 1919 COSCO SHIPPING Holdings | HK$14.86 | 6.0% +HK$12.7b | 19.1% | PE3.9x | |
| 316 Orient Overseas (International) | HK$145.50 | 8.7% +HK$7.7b | 10.4% | PE4.8x | |
| 1308 SITC International Holdings | HK$24.75 | 8.1% +HK$5.0b | 22.5% | PE8.3x | |
| 2510 T.S. Lines | HK$7.52 | 1.6% +HK$199.8m | n/a | PE4.4x | |
| 1145 Courage Investment Group | HK$0.19 | 6.8% +HK$13.2m | 150.7% | PE15.5x |
