Narrative Update • Jun 04

In the last week, Transportation has been flat. As for the the longer term, the industry is up 11% over the past 12 months. As for the next few years, earnings are forecast to decline by 4.7% per annum.
Has the Hong Kong Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | HK$238.9b | HK$113.9b | HK$16.9b | 13.1x | 14.2x | 2.1x |
| Fri, 15 May 2026 | HK$255.1b | HK$113.8b | HK$16.9b | 14.1x | 15.1x | 2.2x |
| Sun, 12 Apr 2026 | HK$250.0b | HK$112.9b | HK$16.7b | 14.3x | 14.9x | 2.2x |
| Tue, 10 Mar 2026 | HK$256.9b | HK$111.6b | HK$19.4b | 17.5x | 13.3x | 2.3x |
| Thu, 05 Feb 2026 | HK$284.1b | HK$124.9b | HK$20.3b | 16.3x | 14x | 2.3x |
| Sat, 03 Jan 2026 | HK$260.9b | HK$124.4b | HK$20.2b | 16.1x | 12.9x | 2.1x |
| Mon, 01 Dec 2025 | HK$265.7b | HK$123.7b | HK$20.2b | 17.9x | 13.1x | 2.1x |
| Wed, 29 Oct 2025 | HK$241.4b | HK$123.0b | HK$20.1b | 14.7x | 12x | 2x |
| Fri, 26 Sep 2025 | HK$221.9b | HK$122.9b | HK$20.1b | 15.4x | 11x | 1.8x |
| Sun, 24 Aug 2025 | HK$222.9b | HK$121.6b | HK$19.7b | 13x | 11.3x | 1.8x |
| Tue, 22 Jul 2025 | HK$224.9b | HK$123.3b | HK$18.8b | 13.3x | 12x | 1.8x |
| Thu, 19 Jun 2025 | HK$222.7b | HK$122.9b | HK$18.7b | 14.2x | 11.9x | 1.8x |
| Sat, 17 May 2025 | HK$223.1b | HK$122.4b | HK$18.7b | 14.9x | 12x | 1.8x |
| Mon, 14 Apr 2025 | HK$203.3b | HK$121.1b | HK$18.7b | 16x | 10.9x | 1.7x |
| Wed, 12 Mar 2025 | HK$213.2b | HK$118.5b | HK$20.1b | 11.7x | 10.6x | 1.8x |
| Fri, 07 Feb 2025 | HK$199.4b | HK$116.9b | HK$14.0b | 15.7x | 14.3x | 1.7x |
| Sun, 05 Jan 2025 | HK$212.3b | HK$116.6b | HK$14.0b | 13.9x | 15.2x | 1.8x |
| Tue, 03 Dec 2024 | HK$218.4b | HK$116.9b | HK$14.0b | 13.8x | 15.6x | 1.9x |
| Thu, 31 Oct 2024 | HK$225.8b | HK$116.7b | HK$14.0b | 14.5x | 16.1x | 1.9x |
| Sat, 28 Sep 2024 | HK$235.5b | HK$117.5b | HK$14.3b | 13.1x | 16.5x | 2x |
| Mon, 26 Aug 2024 | HK$216.8b | HK$116.1b | HK$12.5b | 12.1x | 17.4x | 1.9x |
| Wed, 24 Jul 2024 | HK$207.5b | HK$112.5b | HK$10.5b | 17.4x | 19.8x | 1.8x |
| Fri, 21 Jun 2024 | HK$200.4b | HK$112.1b | HK$10.4b | 12.6x | 19.3x | 1.8x |
| Sun, 19 May 2024 | HK$224.0b | HK$110.6b | HK$10.0b | 16.6x | 22.3x | 2x |
| Tue, 16 Apr 2024 | HK$194.8b | HK$110.1b | HK$9.9b | 13.6x | 19.7x | 1.8x |
| Thu, 14 Mar 2024 | HK$199.1b | HK$106.9b | HK$8.1b | 23.4x | 24.5x | 1.9x |
| Sat, 10 Feb 2024 | HK$198.3b | HK$102.3b | HK$9.6b | 21.6x | 20.6x | 1.9x |
| Mon, 08 Jan 2024 | HK$218.3b | HK$102.6b | HK$9.6b | 22.8x | 22.7x | 2.1x |
| Wed, 06 Dec 2023 | HK$215.4b | HK$102.6b | HK$9.6b | 23.1x | 22.4x | 2.1x |
| Fri, 03 Nov 2023 | HK$234.7b | HK$101.3b | HK$9.6b | 20.4x | 24.5x | 2.3x |
| Sun, 01 Oct 2023 | HK$241.1b | HK$100.3b | HK$9.0b | 19.3x | 26.8x | 2.4x |
| Tue, 29 Aug 2023 | HK$247.3b | HK$98.0b | HK$7.9b | 19.3x | 31.2x | 2.5x |
| Thu, 27 Jul 2023 | HK$268.9b | HK$93.1b | HK$8.4b | 20.1x | 31.9x | 2.9x |
| Sat, 24 Jun 2023 | HK$271.3b | HK$93.0b | HK$8.4b | 27.8x | 32.1x | 2.9x |
32.1x
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 0.25% | |
| Industrials | -0.018% | |
| Transportation | 1.44% | |
| Cargo Ground Transportation | 11.07% | |
| Trucking | 4.31% | |
| Railroads | 1.05% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 66 MTR | HK$31.74 | 1.5% +HK$2.9b | 14.4% | PE13.5x | |
| 2643 CaoCao | HK$34.50 | 8.5% +HK$1.6b | n/a | PS0.9x | |
| 2418 Deewin Tianxia | HK$2.91 | 11.5% +HK$645.7m | 56.5% | PE79.1x | |
| 2559 Dida | HK$1.38 | 29.0% +HK$315.7m | 14.0% | PE9.3x | |
| 254 National United Resources Holdings | HK$1.05 | 20.7% +HK$101.5m | 150.0% | PS7.2x |