Hong Kong (HSI) Transportation Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 26 Jun 2026	HK$233.6b	HK$113.7b	HK$16.9b	12.8x	13.8x	2.1x
Sun, 24 May 2026	HK$248.7b	HK$113.7b	HK$16.9b	13.6x	14.7x	2.2x
Tue, 21 Apr 2026	HK$255.7b	HK$112.9b	HK$16.7b	14.4x	15.3x	2.3x
Thu, 19 Mar 2026	HK$247.9b	HK$109.4b	HK$16.6b	18.7x	14.9x	2.3x
Sat, 14 Feb 2026	HK$269.2b	HK$111.7b	HK$19.4b	17.8x	13.9x	2.4x
Mon, 12 Jan 2026	HK$252.5b	HK$124.5b	HK$20.2b	16.3x	12.5x	2x
Wed, 10 Dec 2025	HK$258.0b	HK$123.7b	HK$20.2b	16x	12.8x	2.1x
Fri, 07 Nov 2025	HK$256.3b	HK$123.1b	HK$20.1b	16x	12.7x	2.1x
Sun, 05 Oct 2025	HK$226.9b	HK$123.0b	HK$20.1b	18.2x	11.3x	1.8x
Tue, 02 Sep 2025	HK$219.9b	HK$123.0b	HK$20.1b	15.9x	10.9x	1.8x
Thu, 31 Jul 2025	HK$231.1b	HK$123.2b	HK$18.8b	13.4x	12.3x	1.9x
Sat, 28 Jun 2025	HK$226.5b	HK$123.1b	HK$18.7b	13.3x	12.1x	1.8x
Mon, 26 May 2025	HK$216.7b	HK$122.6b	HK$18.7b	14.7x	11.6x	1.8x
Wed, 23 Apr 2025	HK$211.6b	HK$120.9b	HK$18.7b	15.3x	11.3x	1.7x
Fri, 21 Mar 2025	HK$214.0b	HK$118.4b	HK$20.1b	12.8x	10.6x	1.8x
Sun, 16 Feb 2025	HK$203.2b	HK$117.1b	HK$14.0b	15.9x	14.5x	1.7x
Tue, 14 Jan 2025	HK$195.8b	HK$116.6b	HK$14.0b	13.5x	14x	1.7x
Thu, 12 Dec 2024	HK$224.9b	HK$116.9b	HK$14.0b	13.4x	16.1x	1.9x
Sat, 09 Nov 2024	HK$224.2b	HK$116.8b	HK$14.0b	13.6x	16x	1.9x
Mon, 07 Oct 2024	HK$242.2b	HK$117.2b	HK$14.1b	15.9x	17.2x	2.1x
Wed, 04 Sep 2024	HK$214.2b	HK$116.9b	HK$14.2b	13.1x	15.1x	1.8x
Fri, 02 Aug 2024	HK$209.1b	HK$112.7b	HK$10.5b	17.7x	19.9x	1.9x
Sun, 30 Jun 2024	HK$198.9b	HK$112.6b	HK$10.5b	16.7x	18.9x	1.8x
Tue, 28 May 2024	HK$212.7b	HK$110.8b	HK$10.2b	12.9x	20.9x	1.9x
Thu, 25 Apr 2024	HK$194.0b	HK$110.1b	HK$9.9b	14x	19.6x	1.8x
Sat, 23 Mar 2024	HK$196.7b	HK$106.7b	HK$8.1b	23.2x	24.2x	1.8x
Mon, 19 Feb 2024	HK$196.8b	HK$102.3b	HK$9.6b	21.5x	20.5x	1.9x
Wed, 17 Jan 2024	HK$212.0b	HK$102.3b	HK$9.6b	22.7x	22x	2.1x
Fri, 15 Dec 2023	HK$220.6b	HK$102.6b	HK$9.6b	23.1x	22.9x	2.2x
Sun, 12 Nov 2023	HK$225.4b	HK$101.4b	HK$9.6b	20.3x	23.5x	2.2x
Tue, 10 Oct 2023	HK$235.8b	HK$100.4b	HK$9.0b	19x	26.3x	2.3x
Thu, 07 Sep 2023	HK$248.4b	HK$100.4b	HK$9.0b	19.5x	27.7x	2.5x
Sat, 05 Aug 2023	HK$264.3b	HK$93.0b	HK$8.4b	18.1x	31.3x	2.8x
Mon, 03 Jul 2023	HK$271.9b	HK$92.7b	HK$8.4b	19.3x	32.2x	2.9x

Current Industry PE

Investors are pessimistic on the Hong Kong Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 13.9x which is lower than its 3-year average PE of 17.4x.

The industry is trading close to its 3-year average PS ratio of 2.0x.

Past Earnings Growth

The earnings for companies in the Transportation industry have grown 26% per year over the last three years.
Revenues for these companies have grown 7.0% 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 Market	-3.24%
Industrials	-3.76%
Transportation	-1.68%
Cargo Ground Transportation	-0.55%
Railroads	-1.52%
Trucking	-6.26%

Industry PE

Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 53.4x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Investors are most pessimistic about the Railroads industry, which is trading below its 3-year average of 17.2x.

Forecasted Growth

Despite it being negative, analysts are least pessimistic on the Railroads industry since they expect its earnings to decline by only 4.8% per year over the next 5 years, which isn't as bad as the other industries.
This is a reversal from its past annual earnings growth rate of 2.5% per year.

In contrast, the Railroads industry is expected to see its earnings decline by 4.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
306 Kwoon Chung Bus Holdings	HK$2.80	4.1% +HK$52.4m	50.5%	PE7.1x
2505 EDA Group Holdings	HK$0.70	6.1% +HK$17.9m	-73.9%	PS0.1x
2559 Dida	HK$1.31	0.8% +HK$10.2m	12.0%	PE8.9x
77 AMS Public Transport Holdings	HK$0.45	1.1% +HK$1.4m	14.1%	PE181.4x
8430 C&N Holdings	HK$0.081	1.3% +HK$166.8k	-29.6%	PS0.1x

Caocao Inc. Launches Full-Scale Ai Transformation and Unveils Robox Strategy

CaoCao Inc. announced the official launch of its full-scale AI transformation at the 2026 International Automotive and Supply Chain Expo (Hong Kong) and unveiled its new RoboX strategy. The Company aims to build a globally leading physical AI mobility technology platform and an intelligent mobility network spanning diverse applications, including Robotaxi and Robovan. By 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans. The Company officially launched its RoboX strategy. CaoCao will comprehensively advance its RoboX business around three core pillars—intelligent driving technologies, intelligent purpose-built vehicles and intelligent operations—and develop an intelligent mobility network covering Robotaxi, Robovan, Robobus, Robotruck and other applications. In the area of intelligent purpose-built vehicles, the Company will leverage the industrial ecosystem advantages of Geely Holding Group to jointly develop intelligent mobility products tailored to different scenarios. In intelligent driving technologies, the Company will focus on Level 4 autonomous driving and continue to improve safety, operational efficiency and cost competitiveness across passenger and freight transportation scenarios. In intelligent operations, the Company will develop infrastructure including an intelligent hybrid dispatching system, an AI Super Brain for Operations and Green Intelligent Mobility Hubs, enabling the efficient coordination of mobility resources and large-scale operations. The Company will embed AI capabilities throughout product R&D, operations management and its business systems, accelerating its transformation into an AI-native company. CaoCao has developed scalable and systematic capabilities in fleet dispatching, asset management, user services and compliance operations, and has built CaoCao Robo OS for the era of intelligent mobility. Serving as the core operations system, Robo OS will provide an end-to-end solution spanning demand understanding, supply-demand matching and service fulfillment. It will support AI agent integration and coordination, enabling efficient connections between AI agents and intelligent mobility resources. As a key target for the next phase of the RoboX strategy, the Company announced its “Dual-100,000 Plan”: by 2030, CaoCao plans to deploy a total of 100,000 Robotaxis and 100,000 Robovans, accelerating the transition of autonomous driving from demonstration operations to large-scale commercial deployment.

Hong Kong (HSI) Transportation Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Kwoon Chung Bus Holdings Limited, Annual General Meeting, Aug 21, 2026

New major risk - Share price stability

Caocao Inc. Launches Full-Scale Ai Transformation and Unveils Robox Strategy

66: Maintained Fair Value Will Support Higher Future P/E Repricing

Investor sentiment improves as stock rises 28%

Upcoming dividend of CN¥0.09 per share

AMS Public Transport Holdings Limited to Report Fiscal Year 2026 Final Results on Jun 30, 2026

Investor sentiment deteriorates as stock falls 19%

Upcoming dividend of HK$0.50 per share

Canggang Railway (HKG:2169) Strong Profits May Be Masking Some Underlying Issues

C&N Holdings Limited, Annual General Meeting, Jun 30, 2026

Executive Chairman exercised options to buy HK$6.8m worth of stock.

Full year 2025 earnings released: CN¥1.49 loss per share (vs CN¥4.00 loss in FY 2024)