Narrative Update • Jul 20

Over the last 7 days, the Marine and Shipping industry has risen 4.3%, driven by gains in COSCO SHIPPING Holdings and SITC International Holdings of 3.7% and 7.6%, respectively. In the same time, Seacon Shipping Group Holdings was down 14%. This takes the industry's 12 month performance to a gain of 8.5%. In the next few years, earnings are forecast to decline by 13% annually.
Has the Hong Kong Marine and Shipping Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | HK$502.4b | HK$386.3b | HK$54.0b | 10.9x | 9.3x | 1.3x |
| Tue, 23 Jun 2026 | HK$442.7b | HK$386.1b | HK$53.9b | 9.1x | 8.2x | 1.1x |
| Thu, 21 May 2026 | HK$478.6b | HK$384.6b | HK$53.8b | 9.9x | 8.9x | 1.2x |
| Sat, 18 Apr 2026 | HK$474.2b | HK$391.0b | HK$60.4b | 9.9x | 7.9x | 1.2x |
| Mon, 16 Mar 2026 | HK$489.4b | HK$397.6b | HK$70.1b | 6.6x | 7x | 1.2x |
| Wed, 11 Feb 2026 | HK$454.5b | HK$407.9b | HK$80.1b | 6.1x | 5.7x | 1.1x |
| Fri, 09 Jan 2026 | HK$434.2b | HK$404.0b | HK$79.4b | 5x | 5.5x | 1.1x |
| Sun, 07 Dec 2025 | HK$443.0b | HK$400.4b | HK$78.8b | 5.3x | 5.6x | 1.1x |
| Tue, 04 Nov 2025 | HK$460.4b | HK$398.1b | HK$78.4b | 6.6x | 5.9x | 1.2x |
| Thu, 02 Oct 2025 | HK$433.2b | HK$415.0b | HK$91.3b | 7.6x | 4.7x | 1x |
| Sat, 30 Aug 2025 | HK$447.6b | HK$417.1b | HK$96.0b | 6x | 4.7x | 1.1x |
| Mon, 28 Jul 2025 | HK$472.3b | HK$415.1b | HK$92.4b | 7x | 5.1x | 1.1x |
| Wed, 25 Jun 2025 | HK$453.4b | HK$414.9b | HK$92.4b | 6x | 4.9x | 1.1x |
| Fri, 23 May 2025 | HK$467.0b | HK$412.4b | HK$91.9b | 5.6x | 5.1x | 1.1x |
| Sun, 20 Apr 2025 | HK$374.5b | HK$395.9b | HK$85.2b | 6x | 4.4x | 0.9x |
| Tue, 18 Mar 2025 | HK$389.3b | HK$373.9b | HK$72.4b | 7.3x | 5.4x | 1x |
| Thu, 13 Feb 2025 | HK$385.4b | HK$349.1b | HK$56.5b | 7.4x | 6.8x | 1.1x |
| Sat, 11 Jan 2025 | HK$377.6b | HK$348.3b | HK$56.3b | 7.3x | 6.7x | 1.1x |
| Mon, 09 Dec 2024 | HK$377.8b | HK$350.0b | HK$56.7b | 8x | 6.7x | 1.1x |
| Wed, 06 Nov 2024 | HK$423.7b | HK$355.0b | HK$57.6b | 9.2x | 7.4x | 1.2x |
| Fri, 04 Oct 2024 | HK$423.6b | HK$316.4b | HK$40.5b | 8.5x | 10.5x | 1.3x |
| Sun, 01 Sep 2024 | HK$355.6b | HK$316.0b | HK$40.4b | 8.5x | 8.8x | 1.1x |
| Tue, 30 Jul 2024 | HK$357.1b | HK$299.8b | HK$41.1b | 12.5x | 8.7x | 1.2x |
| Thu, 27 Jun 2024 | HK$428.7b | HK$299.4b | HK$41.0b | 14.4x | 10.5x | 1.4x |
| Sat, 25 May 2024 | HK$402.4b | HK$300.2b | HK$41.1b | 13.9x | 9.8x | 1.3x |
| Mon, 22 Apr 2024 | HK$311.9b | HK$300.0b | HK$41.6b | 13.1x | 7.5x | 1x |
| Wed, 20 Mar 2024 | HK$303.2b | HK$378.1b | HK$85.0b | 9.6x | 3.6x | 0.8x |
| Fri, 16 Feb 2024 | HK$291.8b | HK$389.3b | HK$91.3b | 6.4x | 3.2x | 0.7x |
| Sun, 14 Jan 2024 | HK$288.8b | HK$387.8b | HK$91.1b | 6.2x | 3.2x | 0.7x |
| Tue, 12 Dec 2023 | HK$273.3b | HK$383.8b | HK$90.6b | 5.7x | 3x | 0.7x |
| Thu, 09 Nov 2023 | HK$269.0b | HK$381.1b | HK$90.3b | 5.8x | 3x | 0.7x |
| Sat, 07 Oct 2023 | HK$281.4b | HK$448.9b | HK$119.4b | 6x | 2.4x | 0.6x |
| Mon, 04 Sep 2023 | HK$288.5b | HK$451.4b | HK$120.0b | 6.2x | 2.4x | 0.6x |
| Wed, 02 Aug 2023 | HK$312.9b | HK$578.6b | HK$192.7b | 6.4x | 1.6x | 0.5x |
1.6x
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 2.50% | |
| Industrials | 3.37% | |
| Marine and Shipping | 4.27% | |
| Marine | 4.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1919 COSCO SHIPPING Holdings | HK$15.55 | 3.7% +HK$8.3b | 0.8% | PE8.1x | |
| 1308 SITC International Holdings | HK$38.62 | 7.6% +HK$7.4b | 50.0% | PE10.9x | |
| 316 Orient Overseas (International) | HK$147.90 | 2.0% +HK$1.9b | 0.9% | PE8.2x | |
| 2343 Pacific Basin Shipping | HK$3.30 | 6.5% +HK$1.0b | 44.7% | PE37x | |
| 2510 T.S. Lines | HK$8.56 | 4.4% +HK$599.4m | -10.6% | PE5.5x |